SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in CBRS — Cerebras Systems Inc.
CIK 1638555
Boston, MA
Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,716,765
New position
Shares Held
134,465
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#77
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 62%
Shared 0%
None 38%
Position in Semiconductors
Technology · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names. CBRS ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
This page
|
134,465 | $29,716,765 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,716,765 | 134,465 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||