RIPOSTE CAPITAL LLC

Position in CBRS — Cerebras Systems Inc.

CIK 1672355 NEW YORK, NY

Position in CBRS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,840,000

New position

Shares Held

40,000

first reported quarter

Ownership

0.017%

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

#120

of 409 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RIPOSTE CAPITAL LLC holds $69,425,600 across 4 Semiconductors names. CBRS ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	25,000	$28,857,250
2	STM	STMicroelectronics N.V.	250,000	$18,722,500
3	NVDA	Nvidia Corp	65,000	$13,005,850
4	CBRS	Cerebras Systems Inc. This page	40,000	$8,840,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,840,000	40,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.