Eclipse Operations portfolio
Private equity or venture capitalPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 7, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
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.
Eclipse Operations reported a $2.6 bn portfolio of 2 positions to the SEC as of the end of Q2 2026. Its largest positions are CBRS, OWLT.
Sections with a free account
What changed this quarter
- Newly listedCerebras SystemsCBRS98.3% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Cerebras SystemsCBRS98.3%
- OwletOWLT1.7%
Portfolio by sector
- ● Information Technology 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio; it is a private equity or venture firm; its stocks are usually holdings that went public. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- PaulsonFamily office · $2.6 bn
- Turtle Creek Asset ManagementInvestment firm · $2.6 bn
- Capital Counsel$2.6 bn
- Coronation Fund ManagersInvestment firm · $2.6 bn
- Meritage GroupInvestment firm · $2.6 bn
- BLS Capital Fondsmaeglerselskab A/SInvestment firm · $2.6 bn