Davidson Kempner Capital Management LP
Position in CBRS — Cerebras Systems Inc.
CIK 1595082
New York, NY
Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,967,178
New position
Shares Held
339,218
first reported quarter
Ownership
0.143%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#37
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in CBRS
reported options exposure · as of Jun 30, 2026CallValue
$88,400,000
CallShares
400,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Davidson Kempner Capital Management LP holds $221,149,642 across 5 Semiconductors names. CBRS ranks #1 (33.9% of the industry book) .
All Filings in CBRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,967,178 | 339,218 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $88,400,000 | 400,000 | Call | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||