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CBRSInformation TechnologyCommon Stock

Cerebras Systems Inc (Class A)

Held by 13 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 15675D103 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 13 of the investors we track own this stock. In the latest quarter, 12 of them bought more of it and 0 sold some or all of theirs (12 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
13
+12 vs last quarter (like-for-like)
Total value held
$4.68B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.9%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
—
No prior quarter to compare
Net shares bought
+20.3M
Est. net flow +$4.49B
Quarter activity
12 bought · 0 sold
12 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns CBRS?

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Who owns CBRS? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Brad Gerstner Altimeter Capital 7.23M $1.60B 16.2% New +7.2M — +$1.60B
2 Philippe Laffont Coatue Management 7.01M $1.55B 3.2% New +7.0M — +$1.55B
3 Chase Coleman Tiger Global Management 3.00M $662.78M 2.8% New +3.0M — +$662.78M
4 Ken Griffin Citadel Advisors 1.25M $275.85M 0.2% New +1.2M — +$275.85M
5 Norges Bank Norges Bank Investment Management 846.64K $187.11M 0.0% — — — —
6 Cathie Wood ARK Investment Management LLC 764.61K $168.98M 1.1% New +764.6K — +$168.98M
7 Ron Baron Baron Capital (BAMCO) 295.03K $65.20M 0.1% New +295.0K — +$65.20M
8 Israel Englander Millennium Management 272.92K $60.31M 0.0% New +272.9K — +$60.31M
9 David Shaw D.E. Shaw & Co. 220.35K $48.70M 0.0% New +220.3K — +$48.70M
10 George Soros Soros Fund Management 150.00K $33.15M 0.4% New +150.0K — +$33.15M
11 Steve Cohen Point72 Asset Management 129.89K $28.71M 0.0% New +129.9K — +$28.71M
12 Sands Capital Sands Capital Management 11.42K $2.52M 0.0% New +11.4K — +$2.52M
13 Baillie Gifford Baillie Gifford & Co 1.00K $221.00K 0.0% New +1.0K — +$221.00K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in CBRS

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.