Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,549,437,188
New position
Shares Held
7,011,028
first reported quarter
Ownership
2.95%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#3
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026COATUE MANAGEMENT LLC holds $14,853,699,681 across 8 Semiconductors names. CBRS ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,914,995 | $4,257,534,157 | |
| 2 | MU |
Micron Technology Inc
|
3,142,269 | $3,627,089,681 | |
| 3 | AVGO |
Broadcom Inc.
|
5,846,831 | $2,208,640,409 | |
| 4 | INTC |
Intel Corp
|
12,084,027 | $1,687,292,688 | |
| 5 | CBRS |
Cerebras Systems Inc.
This page
|
7,011,028 | $1,549,437,188 | |
| 6 | NVDA |
Nvidia Corp
|
6,055,197 | $1,211,584,366 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,387,312 | $256,361,384 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
95,987 | $55,759,808 |
All Filings in CBRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,437,188 | 7,011,028 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,549,437,188 | 7,011,028 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||