Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,958,306
New position
Shares Held
13,386
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#163
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, 2026STEADFAST CAPITAL MANAGEMENT LP holds $235,241,406 across 6 Semiconductors names. CBRS ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
466,633 | $93,368,596 | |
| 2 | STM |
STMicroelectronics N.V.
|
603,600 | $45,203,604 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
94,517 | $45,138,483 | |
| 4 | AVGO |
Broadcom Inc.
|
84,950 | $32,089,862 | |
| 5 | ADI |
Analog Devices Inc
|
41,500 | $16,482,555 | |
| 6 | CBRS |
Cerebras Systems Inc.
This page
|
13,386 | $2,958,306 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,958,306 | 13,386 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||