InvestorLens

CBRS — CEREBRAS SYSTEMS INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CBRS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 8 buying vs 0 selling last quarter
88
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 8 tracked investors who changed their CBRS position last quarter, 8 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +8 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Chase Coleman, Izzy Englander, …)
  • +9 tracked investors reported holding CBRS at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About CEREBRAS SYSTEMS INC (CBRS)

CEREBRAS SYSTEMS INC (CBRS) appears in the most recent 13F filings of 9 tracked institutional investors. The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $1.5B. Across recent filings, tracked investors recorded 8 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CBRS

100
/100
Strong Institutional Accumulation
Added / Increased8
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track CBRS

60
/100
Popular Trade
9investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

CBRS Ownership Composition

How CEREBRAS SYSTEMS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
73% of tracked value
Institutions
9
tracked investors
Total Reported
$3.2B
combined 13F value
Types4
  • Growth & Innovation73.3%
  • Multi-Strategy / Quant24.0%
  • Macro2.6%
  • Other0.1%
Growth & Innovation(3)
73.3%
Multi-Strategy / Quant(3)
24.0%
Macro(2)
2.6%
Other(1)
0.1%

Tracked investors currently reporting CBRS

  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    7M
    Value
    $1.5B
    % Portfolio
    3.19%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    3.1M
    Value
    $688.3M
    % Portfolio
    0.08%
  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    3M
    Value
    $662.8M
    % Portfolio
    2.76%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    764.6K
    Value
    $169M
    % Portfolio
    1.10%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    279.8K
    Value
    $61.8M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    238.9K
    Value
    $52.8M
    % Portfolio
    0.07%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    150K
    Value
    $33.2M
    % Portfolio
    0.41%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    129.9K
    Value
    $28.7M
    % Portfolio
    0.03%
  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    10K
    Value
    $2.2M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold CBRS?
9 tracked institutional investors disclosed a position in CBRS (CEREBRAS SYSTEMS INC) in their most recent 13F filing.
Who is the largest institutional holder of CBRS?
Philippe Laffont, Coatue Management, holds the largest disclosed position in CBRS, valued at $1.5B.
Did institutional ownership of CBRS increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 0 increased, 0 reduced, and 0 fully exited CBRS.
Where does this CBRS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.