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CBRS Cerebras Systems Inc.

Information Technology, filed as CEREBRAS SYSTEMS INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 14 managers in 2026 Q2

  • 13 Owners
  • #57
  • Max 16.2%
  • Master 0.31%
  • $5.2B
  • 13 new

In 2026 Q2, 13 managers opened positions.

Who owns this now

Largest portfolio weights among holders, up to 16.2% (Brad Gerstner, Altimeter Capital Management). Not free-float ownership.

  1. Brad Gerstner New 16.2%
  2. Gavin Baker New 4.8%
  3. Philippe Laffont New 3.2%
  4. Marc Stad New 3.1%
  5. Chase Coleman New 2.8%
  6. Cathie Wood New 1.1%

Who owns CBRS

Sorted by value, long equity only, as of 2026 Q2.

History
Brad Gerstner, Altimeter Capital Management 16.2% New 16.2% 7,225,037 $1.6B History
Philippe Laffont, Coatue Management 3.2% New 3.2% 7,011,028 $1.5B History
Gavin Baker, Atreides Management 4.8% New 4.8% 3,110,086 $687M History
Chase Coleman, Tiger Global Management 2.8% New 2.8% 2,999,000 $663M History
Ben Hoskin, Value Aligned Research Advisors 0.60% New 0.60% 1,094,722 $242M History
Cathie Wood, Ark Investment Management 1.1% New 1.1% 764,613 $169M History
Marc Stad, Dragoneer Investment Group 3.1% New 3.1% 400,000 $88M History
Davidson Kempner Capital Management 0.89% New 0.89% 339,218 $75M History
Ron Baron, Bamco Inc. (Baron Capital) 0.10% New 0.10% 295,028 $65M History
George Soros, Soros Fund Management 0.41% New 0.41% 150,000 $33M History
Dan Sundheim, D1 Capital Partners 0.10% New 0.10% 150,000 $33M History
Alex Sacerdote, Whale Rock Capital Management 0.09% New 0.09% 50,696 $11M History
Situational Awareness 0.01% New 0.01% 10,000 $2.2M History

13 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CBRS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CBRS insider trades
  • None no insider bought on the open market
  • $36.3M sold by 3 insiders outside a trading plan
  • $353M sold by 6 insiders under 10b5-1 plans
  1. Sean Lie Chief Technology Officer
    Planned sale
    $6.9M 60,000 shares at $115.79 19% of stake
    Traded Oct 27 Filed Oct 28
    ↗
  2. Robert Patrick Komin Jr. CFO
    Planned sale
    $6.6M 32,500 shares at $203.53 100% of stake
    Traded Sep 29 Filed Sep 30
    ↗
  3. Dhiraj Mallick COO
    Planned sale
    $80.8M 396,000 shares at $204.04 100% of stake
    Traded Sep 29 Filed Sep 30
    ↗
  4. Yagnesh Patel Chief Accounting Officer
    Planned sale
    $270K 1,320 shares at $204.50 7.9% of stake
    Traded Sep 28 Filed Sep 30
    ↗
  5. Sean Lie Chief Technology Officer
    Planned sale
    $25.1M 120,000 shares at $208.97 28% of stake
    Traded Sep 25 Filed Sep 28
    ↗
  6. Steven Vassallo Director
    Sale
    $10.5M 50,000 shares at $210.30 23% of stake
    Traded Sep 4 Filed Sep 8
    ↗
  7. Sean Lie Chief Technology Officer
    Planned sale
    $11.2M 53,460 shares at $210.16 13% of stake
    Traded Sep 4 Filed Sep 8
    ↗
  8. Andrew D. Feldman CEO
    Planned sale
    $7.9M 37,441 shares at $210.46 69% of stake
    Traded Sep 4 Filed Sep 8
    ↗
  9. Andrew D. Feldman CEO
    Planned sale
    $47.3M 237,559 shares at $199.27 93% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  10. Sean Lie Chief Technology Officer
    Planned sale
    $151M 726,540 shares at $207.90 66% of stake
    Traded Aug 20–21 Filed Aug 21
    ↗
  11. Dhiraj Mallick COO
    Sale
    $1.1M 4,814 shares at $235.84 3.9% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  12. Eric Vishria Director
    Planned sale
    $15.7M 68,268 shares at $229.77 69% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  13. Steven Vassallo Director
    Sale
    $10.9M 50,000 shares at $218.18 50% of stake
    Traded Aug 14 Filed Aug 18
    ↗
  14. Dhiraj Mallick COO
    Sale
    $2.1M 10,000 shares at $206.51 100% of stake
    Traded Jun 30 Filed Jul 1
    ↗
  15. Dhiraj Mallick COO
    Sale
    $5.9M 33,314 shares at $178.19 100% of stake
    Traded Jun 25–26 Filed Jun 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 152 sales to cover taxes, 94 other transactions, 46 conversions, 5 gifts, 4 share withholdings for taxes, and 1 stock grant.

SEC filings

Recent issuer filings from EDGAR, 2 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.