ACT CAPITAL MANAGEMENT, LLC

Position in CBRS — Cerebras Systems Inc.

CIK 1442273 WAYNE, PA

Position in CBRS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,237,600

New position

Shares Held

5,600

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#39

of 149 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ACT CAPITAL MANAGEMENT, LLC holds $2,035,698 across 3 Semiconductors names. CBRS ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc. This page	5,600	$1,237,600
2	ON	On Semiconductor Corp	6,000	$567,240
3	MU	Micron Technology Inc	200	$230,858

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,600	5,600	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.