Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,602,512
New position
Shares Held
174,672
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#66
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, 2026Hudson Bay Capital Management LP holds $2,595,155,488 across 18 Semiconductors names. CBRS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,933,095 | $923,188,178 | |
| 2 | NVDA |
Nvidia Corp
|
3,927,100 | $785,773,439 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
685,802 | $398,389,239 | |
| 4 | INTC |
Intel Corp
|
1,983,366 | $276,937,394 | |
| 5 | MCHP |
Microchip Technology Inc
|
1,344,000 | $122,572,800 | |
| 6 | CBRS |
Cerebras Systems Inc.
This page
|
174,672 | $38,602,512 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
44,950 | $12,224,152 | |
| 8 | VSH |
Vishay Intertechnology Inc
|
137,500 | $7,394,750 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,602,512 | 174,672 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||