Altimeter Capital Management, LP
Position in CBRS — Cerebras Systems Inc.
CIK 1541617
MENLO PARK, CA
Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,596,733,177
New position
Shares Held
7,225,037
first reported quarter
Ownership
3.04%
of shares outstanding
% of Portfolio
16.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Altimeter Capital Management, LP holds $5,334,821,446 across 6 Semiconductors names. CBRS ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,413,589 | $1,883,565,023 | |
| 2 | CBRS |
Cerebras Systems Inc.
This page
|
7,225,037 | $1,596,733,177 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,429,355 | $682,617,067 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
1,641,972 | $582,194,012 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,882,490 | $347,865,327 | |
| 6 | MU |
Micron Technology Inc
|
209,520 | $241,846,840 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,733,177 | 7,225,037 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||