Ficha del valor
CBRS
Cerebras Systems Inc. · Technology · Semiconductors
102Tenedores rastreados
+101Δ titulares
55.06MAcciones mantenidas
$12.15BValor declarado
+102Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.44M | Nuevo | $1.86B | 0.1% | New | 1 | SEC ↗ ×5 |
| 2 | Altimeter Capital ✦ | 7.23M | Nuevo | $1.60B | 16.2% | New | 1 | SEC ↗ |
| 3 | Coatue Management ✦ | 7.01M | Nuevo | $1.55B | 3.2% | New | 1 | SEC ↗ ×8 |
| 4 | Capital World Investors ✦ | 3.89M | Nuevo | $860.68M | 0.1% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.22M | Nuevo | $712.55M | 0.0% | New | 1 | SEC ↗ ×9 |
| 6 | JPMorgan Chase ✦ | 3.10M | Nuevo | $670.27M | 0.0% | New | 1 | SEC ↗ ×14 |
| 7 | Tiger Global Management ✦ | 3.00M | Nuevo | $662.78M | 2.8% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.08M | Nuevo | $458.61M | 0.0% | New | 1 | SEC ↗ ×17 |
| 9 | T. Rowe Price ✦ | 2.04M | Nuevo | $451.86M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Vanguard Capital Management Llc | 1.38M | Nuevo | $304.94M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.25M | Nuevo | $275.85M | 0.2% | New | 1 | SEC ↗ ×2 |
| 12 | Balyasny Asset Management L.P. | 1.12M | Nuevo | $247.60M | 0.5% | New | 1 | SEC ↗ |
| 13 | Capital Research Global Investors | 883.00K | Nuevo | $195.14M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 881.69K | Nuevo | $194.85M | 0.0% | New | 1 | SEC ↗ ×8 |
| 15 | Norges Bank ✦ (pasivo) | 846.64K | Nuevo | $187.11M | 0.0% | New | 1 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 764.61K | Nuevo | $168.98M | 1.1% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 565.72K | Nuevo | $125.02M | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Franklin Resources Inc | 479.32K | Nuevo | $105.93M | 0.0% | New | 1 | SEC ↗ ×4 |
| 19 | State Street Global Advisors ✦ (pasivo) | 476.66K | Nuevo | $105.34M | 0.0% | New | 1 | SEC ↗ |
| 20 | Manufacturers Life Insurance… | 461.44K | Nuevo | $101.98M | 0.1% | New | 1 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasivo) | 399.69K | Nuevo | $88.38M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Massachusetts Financial Services Co… | 371.67K | Nuevo | $82.11M | 0.0% | New | 1 | SEC ↗ ×6 |
| 23 | Sumitomo Mitsui Trust Group, Inc. | 307.10K | Nuevo | $67.87M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bamco Inc /Ny/ | 295.03K | Nuevo | $65.20M | 0.1% | New | 1 | SEC ↗ |
| 25 | Millennium Management ✦ | 272.92K | Nuevo | $60.31M | 0.0% | New | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 265.56K | Nuevo | $58.70M | 0.0% | New | 1 | SEC ↗ ×5 |
| 27 | Jane Street Group, Llc | 250.12K | Nuevo | $55.28M | 0.0% | New | 1 | SEC ↗ |
| 28 | Tudor Investment Corp Et Al | 236.43K | Nuevo | $52.25M | 0.2% | New | 1 | SEC ↗ |
| 29 | Bank Of Nova Scotia | 226.70K | Nuevo | $50.10M | 0.1% | New | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 220.35K | Nuevo | $48.70M | 0.0% | New | 1 | SEC ↗ |
| 31 | Invesco Ltd. | 211.27K | Nuevo | $46.69M | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Capstone Investment Advisors, Llc | 202.10K | Nuevo | $44.66M | 0.4% | New | 1 | SEC ↗ |
| 33 | Tidal Investments LLC | 194.51K | Nuevo | $42.99M | 0.1% | New | 1 | SEC ↗ |
| 34 | Charles Schwab Investment… | 189.61K | Nuevo | $41.90M | 0.0% | New | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 178.60K | Nuevo | $39.47M | 0.1% | New | 1 | SEC ↗ ×2 |
| 36 | Legal & General Group Plc | 152.32K | Nuevo | $33.66M | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | Alyeska Investment Group, L.P. | 152.25K | Nuevo | $33.65M | 0.1% | New | 1 | SEC ↗ |
| 38 | Soros Fund Management ✦ | 150.00K | Nuevo | $33.15M | 0.5% | New | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 146.62K | Nuevo | $32.40M | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | Point72 Asset Management ✦ | 129.89K | Nuevo | $28.71M | 0.0% | New | 1 | SEC ↗ |
| 41 | LMR Partners LLP | 120.00K | Nuevo | $26.52M | 0.2% | New | 1 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 110.44K | Nuevo | $24.41M | 0.0% | New | 1 | SEC ↗ |
| 43 | Artisan Partners Limited Partnership | 108.22K | Nuevo | $23.92M | 0.0% | New | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 77.88K | Nuevo | $17.21M | 0.0% | New | 1 | SEC ↗ |
| 45 | Jennison Associates Llc | 73.18K | Nuevo | $16.17M | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Bank Of America Corp /De/ | 71.48K | Nuevo | $15.80M | 0.0% | New | 1 | SEC ↗ ×4 |
| 47 | Canada Pension Plan Investment Board | 66.06K | Nuevo | $14.60M | 0.0% | New | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 65.53K | Nuevo | $14.48M | 0.0% | New | 1 | SEC ↗ ×5 |
| 49 | Neuberger Berman Group LLC | 56.62K | Nuevo | $12.51M | 0.0% | New | 1 | SEC ↗ ×2 |
| 50 | Mariner, LLC | 52.23K | Nuevo | $11.54M | 0.0% | New | 1 | SEC ↗ |
| 51 | CIBC Asset Management Inc | 47.20K | Nuevo | $10.43M | 0.0% | New | 1 | SEC ↗ |
| 52 | Voya Investment Management Llc | 44.70K | Nuevo | $9.88M | 0.0% | New | 1 | SEC ↗ |
| 53 | IMC-Chicago, LLC | 42.02K | Nuevo | $9.29M | 0.1% | New | 1 | SEC ↗ |
| 54 | LPL Financial LLC | 40.57K | Nuevo | $8.97M | 0.0% | New | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 32.23K | Nuevo | $7.12M | 0.0% | New | 1 | SEC ↗ |
| 56 | Td Asset Management Inc | 31.36K | Nuevo | $6.93M | 0.0% | New | 1 | SEC ↗ |
| 57 | Blair William & Co/Il | 28.99K | Nuevo | $6.41M | 0.0% | New | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 27.68K | Nuevo | $6.12M | 0.0% | New | 1 | SEC ↗ ×4 |
| 59 | Citigroup Inc | 27.02K | Nuevo | $5.97M | 0.0% | New | 1 | SEC ↗ ×3 |
| 60 | Raymond James Financial Inc | 25.55K | Nuevo | $5.65M | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Envestnet Asset Management Inc | 25.52K | Nuevo | $5.64M | 0.0% | New | 1 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 19.23K | Nuevo | $4.25M | 0.0% | New | 1 | SEC ↗ |
| 63 | Hsbc Holdings Plc | 18.62K | Nuevo | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 64 | Barclays Plc | 18.00K | Nuevo | $3.98M | 0.0% | New | 1 | SEC ↗ ×2 |
| 65 | Wells Fargo & Company/Mn | 17.15K | Nuevo | $3.79M | 0.0% | New | 1 | SEC ↗ ×4 |
| 66 | Cetera Investment Advisers | 12.93K | Nuevo | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 67 | Universal- Beteiligungs- und… | 11.00K | Nuevo | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 68 | National Pension Service | 10.00K | Nuevo | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 9.60K | Nuevo | $2.12M | 0.0% | New | 1 | SEC ↗ ×3 |
| 70 | Rockefeller Capital Management L.P. | 8.94K | Nuevo | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 71 | Lazard Asset Management Llc | 7.95K | Nuevo | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 7.57K | Nuevo | $1.67M | 0.0% | New | 1 | SEC ↗ ×2 |
| 73 | Stifel Financial Corp | 7.12K | Nuevo | $1.57M | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Nuveen, LLC | 7.02K | Nuevo | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 75 | Jones Financial Companies Lllp | 6.71K | Nuevo | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 76 | Akuna Securities Llc | 5.39K | Nuevo | $1.19M | 1.3% | New | 1 | SEC ↗ |
| 77 | Sei Investments Co | 4.67K | Nuevo | $1.03M | 0.0% | New | 1 | SEC ↗ ×2 |
| 78 | Cibc World Market Inc. | 3.15K | Nuevo | $695,929 | 0.0% | New | 1 | SEC ↗ |
| 79 | Credit Agricole S A | 3.06K | Nuevo | $676,702 | 0.0% | New | 1 | SEC ↗ |
| 80 | TD Waterhouse Canada Inc. | 2.86K | Nuevo | $630,290 | 0.0% | New | 1 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 2.42K | Nuevo | $535,262 | 0.0% | New | 1 | SEC ↗ |
| 82 | ProShare Advisors LLC | 2.36K | Nuevo | $522,002 | 0.0% | New | 1 | SEC ↗ |
| 83 | Mirae Asset Global Investments Co.… | 2.36K | Nuevo | $521,339 | 0.0% | New | 1 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 2.30K | Nuevo | $508,300 | 0.0% | New | 1 | SEC ↗ |
| 85 | Allianz Asset Management GmbH | 2.30K | Nuevo | $508,300 | 0.0% | New | 1 | SEC ↗ |
| 86 | Commonwealth Equity Services, Llc | 2.29K | Nuevo | $506,310 | 0.0% | New | 1 | SEC ↗ |
| 87 | Truist Financial Corp | 1.98K | Nuevo | $469,003 | 0.0% | New | 1 | SEC ↗ |
| 88 | Wealth Enhancement Advisory… | 1.95K | Nuevo | $418,982 | 0.0% | New | 1 | SEC ↗ |
| 89 | National Bank Of Canada /Fi/ | 1.62K | Nuevo | $359,075 | 0.0% | New | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 1.58K | Nuevo | $348,517 | 0.0% | New | 1 | SEC ↗ ×4 |
| 91 | Fifth Third Bancorp | 1.55K | Nuevo | $341,872 | 0.0% | New | 1 | SEC ↗ |
| 92 | Alliancebernstein L.P. | 1.54K | Nuevo | $341,445 | 0.0% | New | 1 | SEC ↗ |
| 93 | Captrust Financial Advisors | 1.31K | Nuevo | $290,615 | 0.0% | New | 1 | SEC ↗ |
| 94 | Focus Partners Wealth | 1.11K | Nuevo | $245,752 | 0.0% | New | 1 | SEC ↗ |
| 95 | Mml Investors Services, Llc | 1.11K | Nuevo | $244,647 | 0.0% | New | 1 | SEC ↗ |
| 96 | Baillie Gifford ✦ | 1.00K | Nuevo | $221,000 | 0.0% | New | 1 | SEC ↗ ×4 |
| 97 | Corient Private Wealth LP | 976 | Nuevo | $215,154 | 0.0% | New | 1 | SEC ↗ |
| 98 | Us Bancorp \De\ | 631 | Nuevo | $139,451 | 0.0% | New | 1 | SEC ↗ |
| 99 | FIL Ltd | 238 | Nuevo | $52,598 | 0.0% | New | 1 | SEC ↗ |
| 100 | Asset Management One Co., Ltd. | 62 | Nuevo | $13,702 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Fidelity (FMR) | $1.86B | 0.1% |
| Altimeter Capital | $1.60B | 16.2% |
| Coatue Management | $1.55B | 3.2% |
| Capital World Investors | $860.68M | 0.1% |
| Morgan Stanley | $712.55M | 0.0% |
| JPMorgan Chase | $670.27M | 0.0% |
| Tiger Global Management | $662.78M | 2.8% |
| BlackRock | $458.61M | 0.0% |
| T. Rowe Price | $451.86M | 0.0% |
| Vanguard Capital Management… | $304.94M | 0.0% |
| Citadel Advisors | $275.85M | 0.2% |
| Balyasny Asset Management L.P. | $247.60M | 0.5% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 29
Komin Robert Patrick Jr.
Officer · 800 acc. · $165,344
Sep 29
Komin Robert Patrick Jr.
Officer · 2.20K acc. · $459,129
Sep 29
Komin Robert Patrick Jr.
Officer · 600 acc. · $123,282
Sep 29
Mallick Dhiraj
Officer · 9.05K acc. · $1.86M
Sep 29
Mallick Dhiraj
Officer · 41.28K acc. · $8.64M
Sep 29
Mallick Dhiraj
Officer · 5.17K acc. · $1.02M
Sep 29
Mallick Dhiraj
Officer · 17.85K acc. · $3.57M
Sep 29
Komin Robert Patrick Jr.
Officer · 2.80K acc. · $588,476
Sep 29
Komin Robert Patrick Jr.
Officer · 2.77K acc. · $584,764
Sep 29
Mallick Dhiraj
Officer · 8.73K acc. · $1.79M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 18
SC 13D/A — Eclipse Continuity GP I, LLC
0.2% de clase · Ver presentación original ante la SEC ↗
Aug 14
SC 13G — Foundation Capital Management Co. VIII…
Aug 14
SC 13G — Feldman Andrew D.
Aug 14
SC 13G — COATUE MANAGEMENT LLC
Aug 14
SC 13G — Benchmark Capital Partners VIII, L.P.
Aug 14
SC 13G — Atreides Management, LP
Aug 14
SC 13G — Altimeter Capital Management, LP
Aug 13
SC 13G — JANE STREET GROUP, LLC
Jul 22
SC 13G/A — JPMORGAN CHASE & CO
Jul 08
SC 13G/A — FMR LLC
Jun 26
SC 13D/A — Eclipse Continuity GP I, LLC
0.3% de clase · Ver presentación original ante la SEC ↗
Jun 05
SC 13G — FMR LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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