Amova Asset Management Americas, Inc.
Position in CBRS — Cerebras Systems Inc.
CIK 1480751
NEW YORK, NY
Position in CBRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,076,323
New position
Shares Held
294,463
first reported quarter
Ownership
0.124%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#42
of 412 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 65%
Shared 0%
None 35%
Position in Semiconductors
Technology · as of Jun 30, 2026Amova Asset Management Americas, Inc. holds $885,468,149 across 8 Semiconductors names. CBRS ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
746,707 | $433,769,563 | |
| 2 | NVDA |
Nvidia Corp
|
1,035,962 | $207,285,636 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
254,175 | $121,386,354 | |
| 4 | CBRS |
Cerebras Systems Inc.
This page
|
294,463 | $65,076,323 | |
| 5 | AVGO |
Broadcom Inc.
|
133,670 | $50,493,842 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
24,086 | $6,768,888 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,299 | $609,622 | |
| 8 | DIOD |
Diodes Inc /Del/
|
712 | $77,921 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,076,323 | 294,463 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||