Position in CBRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,703,200
New position
Shares Held
279,200
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#44
of 410 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in CBRS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$21,967,400
PutShares
99,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Temasek Holdings (Private) Ltd holds $3,750,857,533 across 10 Semiconductors names. CBRS ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,404,723 | $1,681,701,025 | |
| 2 | AVGO |
Broadcom Inc.
|
3,740,773 | $1,413,077,000 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
860,962 | $256,471,970 | |
| 4 | MU |
Micron Technology Inc
|
133,006 | $153,527,495 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
415,508 | $112,997,400 | |
| 6 | CBRS |
Cerebras Systems Inc.
This page
|
279,200 | $61,703,200 | |
| 7 | QCOM |
Qualcomm Inc/De
|
195,386 | $36,105,378 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
25,102 | $14,582,002 |
All Filings in CBRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,703,200 | 279,200 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $21,967,400 | 99,400 | Put | Defined | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||