Position in CBRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,865,586
New position
Shares Held
31,066
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#130
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026ODDO BHF ASSET MANAGEMENT SAS holds $90,326,939 across 8 Semiconductors names. CBRS ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
73,169 | $21,809,483 | |
| 2 | INTC |
Intel Corp
|
119,100 | $16,629,933 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
54,989 | $16,380,673 | |
| 4 | ADI |
Analog Devices Inc
|
36,071 | $14,326,319 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,092 | $12,938,326 | |
| 6 | CBRS |
Cerebras Systems Inc.
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|
31,066 | $6,865,586 | |
| 7 | MX |
MAGNACHIP SEMICONDUCTOR Corp
|
215,098 | $1,017,413 | |
| 8 | SQNS |
Sequans Communications
|
105,649 | $359,206 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,865,586 | 31,066 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||