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Cerebras Systems Inc.

CBRS
交易所
Nasdaq
產業
Semiconductors & Related Devices
SEC CIK
0002021728

近 90 天,Cerebras Systems Inc. 內部人申報 0 筆公開市場買進、12 筆賣出;2026 年第 2 季末有 418 家機構在 13F 申報持有,市值合計 $196.0 億;Altimeter 資本、Coatue等 6 位大師持有。

2026 年第 2 季 13F 持有人

Cerebras Systems Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
418
較 2026 年第 1 季 +418 家
持有股數
8,917 萬
較 2026 年第 1 季 +8,917 萬
總市值
$196.0 億
較 2026 年第 1 季 +$196.0 億
新進機構
418
另有 0 家加碼
清倉機構
0
另有 0 家減碼

跟 2026 年第 1 季比較:新進、清倉與尚未申報的機構

歷季持有家數與市值

2021 年第 1 季起,每季在 13F 申報持有 CBRS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。

持有機構家數2026 年第 2 季:418 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:0 家2024 年第 1 季:0 家2024 年第 2 季:0 家2024 年第 3 季:0 家2024 年第 4 季:0 家2025 年第 1 季:0 家2025 年第 2 季:1 家2025 年第 3 季:0 家2025 年第 4 季:0 家2026 年第 1 季:0 家2026 年第 2 季:418 家
持有市值2026 年第 2 季:$196.0 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$02024 年第 1 季:$02024 年第 2 季:$02024 年第 3 季:$02024 年第 4 季:$02025 年第 1 季:$02025 年第 2 季:$23.0 萬2025 年第 3 季:$02025 年第 4 季:$02026 年第 1 季:$02026 年第 2 季:$196.0 億

2026 年第 2 季持有機構

每家機構持有 Cerebras Systems Inc. 的股數、市值與佔組合比重;股數變化跟 2026 年第 1 季比。

2026 年第 2 季持有 CBRS 的機構
機構股數市值佔組合 %股數變化動作
Eclipse Ventures, LLC11,446,270$25.3 億98.28%+11,446,270新進
FMR LLC8,435,095$18.6 億0.08%+8,435,095新進
Altimeter Capital Management, LP大師Altimeter 資本7,225,037$16.0 億16.24%+7,225,037新進
Coatue Management LLC大師Coatue7,011,028$15.5 億3.19%+7,011,028新進
Capital World Investors3,894,458$8.61 億0.10%+3,894,458新進
Morgan Stanley3,224,209$7.13 億0.04%+3,224,209新進
Atreides Management, LP3,110,086$6.87 億6.17%+3,110,086新進
JPMorgan Chase & Co3,100,806$6.70 億0.04%+3,100,806新進
Tiger Global Management LLC大師老虎環球2,999,000$6.63 億2.76%+2,999,000新進
VY Capital Management Co. Ltd.2,146,825$4.74 億1.01%+2,146,825新進
BlackRock, Inc.2,075,168$4.59 億0.01%+2,075,168新進
Price T Rowe Associates Inc2,044,623$4.52 億0.05%+2,044,623新進
Vanguard Portfolio Management LLC1,551,946$3.43 億0.02%+1,551,946新進
Vanguard Capital Management LLC1,379,809$3.05 億0.01%+1,379,809新進
Citadel Advisors LLC1,248,170$2.76 億0.16%+1,248,170新進
Balyasny Asset Management LLC1,120,356$2.48 億0.45%+1,120,356新進
Value Aligned Research Advisors, LLC1,094,722$2.42 億1.45%+1,094,722新進
Harvard Management Co Inc1,081,283$2.39 億5.61%+1,081,283新進
Capital Research Global Investors883,000$1.95 億0.03%+883,000新進
Wellington Management Group LLP881,688$1.95 億0.03%+881,688新進
Norges Bank846,636$1.87 億0.02%+846,636新進
Advanced Micro Devices Inc794,467$1.76 億13.38%+794,467新進
ARK Investment Management LLC大師方舟投資764,613$1.69 億1.10%+764,613新進
UBS Group AG565,720$1.25 億0.02%+565,720新進
Washington University551,086$1.22 億45.99%+551,086新進
Falcon Edge Capital, LP510,000$1.13 億1.81%+510,000新進
Franklin Resources Inc479,318$1.06 億0.02%+479,318新進
State Street Corp476,663$1.05 億0.00%+476,663新進
Manufacturers Life Insurance Company, The461,443$1.02 億0.08%+461,443新進
Clear Street Group Inc.442,691$9,783 萬0.31%+442,691新進
Marex Group plc422,732$9,342 萬0.69%+422,732新進
Dragoneer Investment Group, LLC400,000$8,840 萬3.12%+400,000新進
Geode Capital Management, LLC399,695$8,838 萬0.00%+399,695新進
Adams Street Partners LLC398,144$8,799 萬19.88%+398,144新進
Massachusetts Financial Services Co371,665$8,211 萬0.03%+371,665新進
Jupiter Topco LLC343,421$7,589 萬0.03%+343,421新進
T. Rowe Price Investment Management, Inc.340,920$7,534 萬0.05%+340,920新進
StepStone Group LP340,321$7,521 萬3.48%+340,321新進
Davidson Kempner Capital Management LP339,218$7,497 萬1.20%+339,218新進
Legal Advantage Investments, Inc.314,889$6,959 萬24.41%+314,889新進
Sumitomo Mitsui Trust Holdings, Inc.307,104$6,787 萬0.04%+307,104新進
GF Fund Management Co. Ltd.297,940$6,584 萬0.79%+297,940新進
Bamco Inc295,028$6,520 萬0.10%+295,028新進
Nikko Asset Management Americas, Inc.294,463$6,507 萬0.84%+294,463新進
ExodusPoint Capital Management, LP292,273$6,459 萬0.60%+292,273新進
Temasek Holdings (Private) Ltd279,200$6,170 萬0.17%+279,200新進
Millennium Management LLC272,917$6,031 萬0.04%+272,917新進
Ghisallo Capital Management LLC270,000$5,967 萬1.17%+270,000新進
Ameriprise Financial Inc265,558$5,870 萬0.01%+265,558新進
Jane Street Group, LLC250,122$5,528 萬0.04%+250,122新進
Seven Grand Managers, LLC250,000$5,525 萬2.22%+250,000新進
Hamilton Lane Advisors LLC238,304$5,267 萬35.44%+238,304新進
Liberty Street Advisors, Inc.236,563$5,228 萬10.31%+236,563新進
Tudor Investment Corp Et Al236,428$5,225 萬0.22%+236,428新進
Bank of Nova Scotia226,700$5,010 萬0.08%+226,700新進
Meridiem Capital Partners LP221,522$4,896 萬2.25%+221,522新進
D. E. Shaw & Co., Inc.220,350$4,870 萬0.03%+220,350新進
Blackstone Group Inc.220,000$4,862 萬0.16%+220,000新進
Invesco Ltd.211,268$4,669 萬0.00%+211,268新進
Vanguard Fiduciary Trust Co210,919$4,661 萬0.01%+210,919新進
Capstone Investment Advisors, LLC202,100$4,466 萬0.31%+202,100新進
Burkehill Global Management, LP200,000$4,420 萬1.60%+200,000新進
Unisphere Establishment198,450$4,386 萬0.37%+198,450新進
Toroso Investments, LLC194,508$4,299 萬0.10%+194,508新進
Charles Schwab Investment Management Inc189,613$4,190 萬0.01%+189,613新進
Totem Point Management, LLC180,953$3,999 萬24.46%+180,953新進
Verition Fund Management LLC175,000$3,868 萬0.27%+175,000新進
Hudson Bay Capital Management LP174,672$3,860 萬0.18%+174,672新進
Suvretta Capital Management, LLC171,900$3,799 萬0.80%+171,900新進
Lighthouse Investment Partners, LLC157,000$3,470 萬1.08%+157,000新進
Jain Global LLC152,895$3,379 萬0.40%+152,895新進
Legal & General Group Plc152,323$3,366 萬0.01%+152,323新進
Alyeska Investment Group, L.P.152,247$3,365 萬0.09%+152,247新進
Foundations Investment Advisors, LLC152,080$3,361 萬0.35%+152,080新進
Soros Fund Management LLC大師索羅斯基金管理150,000$3,315 萬0.43%+150,000新進
D1 Capital Partners L.P.大師D1 資本150,000$3,315 萬0.10%+150,000新進
Greenoaks Capital Partners LLC150,000$3,315 萬1.41%+150,000新進
Susquehanna International Group, LLP146,618$3,240 萬0.03%+146,618新進
Summit Partners Public Asset Management, LLC134,465$2,972 萬0.77%+134,465新進
Maplelane Capital, LLC132,000$2,917 萬1.22%+132,000新進
Crosslink Capital Inc130,445$2,883 萬2.13%+130,445新進
Samlyn Capital, LLC130,089$2,875 萬0.48%+130,089新進
Point72 Asset Management, L.P.129,891$2,871 萬0.04%+129,891新進
LMR Partners LLP120,000$2,652 萬0.19%+120,000新進
Goldman Sachs Group Inc110,441$2,441 萬0.00%+110,441新進
Artisan Partners Limited Partnership108,217$2,392 萬0.04%+108,217新進
Avala Global LP107,300$2,371 萬0.87%+107,300新進
Freestone Grove Partners LP100,002$2,210 萬0.15%+100,002新進
Longaeva Partners L.P.100,000$2,210 萬0.64%+100,000新進
Engineers Gate Manager LP98,463$2,176 萬0.28%+98,463新進
Weiss Asset Management LP96,780$2,139 萬0.24%+96,780新進
University of Wisconsin Foundation84,911$1,877 萬14.86%+84,911新進
SG Americas Securities, LLC81,008$1,790 萬0.01%+81,008新進
Northern Trust Corp77,883$1,721 萬0.00%+77,883新進
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD75,500$1,669 萬0.69%+75,500新進
Jennison Associates LLC73,182$1,617 萬0.01%+73,182新進
Bank of America Corp71,484$1,580 萬0.00%+71,484新進
BW Gestao de Investimentos Ltda.67,718$1,497 萬0.36%+67,718新進
Canada Pension Plan Investment Board66,057$1,460 萬0.01%+66,057新進
Royal Bank of Canada65,534$1,448 萬0.00%+65,534新進