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Cerebras Systems (CBRS): which funds own it

Information Technology →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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16 concentrated managers hold it (+16 vs last quarter) with a median weight of 1.6%.

Who owns Cerebras Systems?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: FMR (13G/A filed Jul 8, 2026), Foundation Capital Management Co. VIII, L.L.C. (13G filed Aug 14, 2026), Atreides Management (13G filed Aug 14, 2026), Tiger Global Management (13G filed May 22, 2026) and Benchmark Capital Management Co. VIII, L.L.C. (13G filed Aug 14, 2026). As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Eclipse Operations (12.4% of Class A), FMR (9.2%) and Altimeter Capital Management (7.8%).

Which institutions hold the most Cerebras Systems shares?

Per Form 13F filings as of Jun 30, 2026, as a share of Class A:

  1. 1. Eclipse Operations: 12.4%
  2. 2. FMR: 9.2%
  3. 3. Altimeter Capital Management: 7.8%
  4. 4. Coatue Management: 7.6%
  5. 5. Capital World Investors: 4.2%
  6. 6. Morgan Stanley: 3.5%
  7. 7. Atreides Management: 3.4%
  8. 8. JPMorgan Chase: 3.4%
  9. 9. Tiger Global Management: 3.3%
  10. 10. VY Capital Management: 2.3%

How much of Cerebras Systems do institutions own?

The 415 institutions that file 13F reported 96.3% of the Class A shares as of Jun 30, 2026.

Sources:13G/A by FMR (Jul 8, 2026) ↗13G by Foundation Capital Management Co. VIII, L.L.C. (Aug 14, 2026) ↗13G by Atreides Management (Aug 14, 2026) ↗13G by Tiger Global Management (May 22, 2026) ↗13G by Benchmark Capital Management Co. VIII, L.L.C. (Aug 14, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (Jun 17, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

Philippe Laffont 13F (Q2 2026)Marc Stad 13F (Q2 2026)Chase Coleman 13F (Q2 2026)George Soros 13F (Q2 2026)

Concentrated managers
16
All 13F: 417
Consensus
35/100
across 16 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$221
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 16): 15 opened · 0 exited · 1 more with no comparable data = +16

“No comparable data”: managers whose previous-quarter portfolio we cannot compare (first 13F, or they did not file that quarter), plus spin-offs and corporate exits (mergers, delistings). They change the count without being a clean buy or sale. It is a net figure: “more” when more of them enter the count than leave it, “fewer” when it is the other way round. Here: 1 entered with no comparable quarter.

Net flow in the quarter: +$4.3 bn (+19.2 M shares) · bought $4.3 bn and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of CBRS (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. CBRS has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$6.7 bn
Investments
$1.2 bn
Total debt
$918M
Net cash
$7.0 bn
Shareholders' equity
$9.2 bn

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Lior Susan4.3%(fell below 5%)13D · amendmentfiling ↗Event: Aug 14, 2026 · filed: Aug 18, 2026
  • Atreides Management10.7%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
  • Foundation Capital Management Co. VIII, L.L.C.12.2%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Information Technology stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Information Technology →

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