Baker Avenue Asset Management, LP
Position in CBRS — Cerebras Systems Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in CBRS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,684,045
New position
Shares Held
12,145
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#28
of 149 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. CBRS ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,684,045 | 12,145 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||