4 tracked superinvestors hold CEREBRAS SYSTEMS INC (CBRS), worth $2.4B combined, led by Philippe Laffont. Smart money is accumulating CBRS as of the latest 13F filings.
Current price
$210.05
-32.5%
1Y
Cerebras Systems Inc. is a leading innovator in artificial intelligence infrastructure. The company develops and manufactures an advanced AI compute platform, integrating proprietary hardware systems and software. This platform is delivered in rack-mountable units, suitable for deployment in data centers, scaling all the way up to supercomputer-level capabilities. At its core is the…
Market cap
$168.8B
P/E
-64.4
Div yield
0.0%
Revenue YoY
75.7%
Analyst target
$301
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.4B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+4
4 buying · 0 selling
Smart money is net accumulating CBRS: 4 funds added or opened versus 0 trimming. 4 opened a brand-new position.
CEREBRAS SYSTEMS INC (CBRS) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 1 other tracked funds, for $2.4B of combined disclosed exposure.
The largest position belongs to Philippe Laffont at 3.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 4 funds opened a brand-new position, with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 3.2% | $1.5B | |
| New buy | 2.8% | $663M | |
| New buy | 1.1% | $169M | |
| New buy | 0% | $2M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
8 insiders filed SEC Form 144 for $370M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Dhiraj Mallick | Officer | 396,000 | $78M | 2026-09-29 |
| Robert Komin | Officer | 32,500 | $6M | 2026-09-29 |
| Sean Lie | Officer | 120,000 | $25M | 2026-09-25 |
| Sean Lie | Officer | 53,460 | $10M | 2026-09-04 |
| Andrew Feldman | Director & Officer | 37,441 | $7M | 2026-09-04 |
| Andrew Feldman | Director & Officer | 237,559 | $50M | 2026-08-21 |
| Sean Lie | Officer & 10% Stockholder | 16,293 | $3M | 2026-08-21 |
| Sean Lie | Officer | 710,247 | $153M | 2026-08-20 |
Which superinvestors own CBRS?
4 tracked funds hold CEREBRAS SYSTEMS INC (CBRS), the largest being Philippe Laffont (Coatue Management) at 3.2% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CBRS?
In the most recent 13F quarter, 4 tracked funds added or opened CBRS and 0 trimmed it, including 4 brand-new positions.
How much CBRS do tracked funds hold?
Combined disclosed long exposure to CBRS across tracked superinvestors is $2.4B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.