Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,201,188
New position
Shares Held
295,028
first reported quarter
Ownership
0.124%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#41
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026BAMCO INC /NY/ holds $1,467,195,821 across 13 Semiconductors names. CBRS ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,965,306 | $593,328,077 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
667,698 | $318,872,533 | |
| 3 | AVGO |
Broadcom Inc.
|
514,536 | $194,365,974 | |
| 4 | INDI |
indie Semiconductor, Inc.
|
23,012,611 | $103,326,623 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
58,604 | $81,011,825 | |
| 6 | CBRS |
Cerebras Systems Inc.
This page
|
295,028 | $65,201,188 | |
| 7 | SITM |
SITIME Corp
|
70,204 | $52,341,294 | |
| 8 | MU |
Micron Technology Inc
|
43,335 | $50,021,157 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,201,188 | 295,028 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||