ExodusPoint Capital Management, LP
Position in CBRS — Cerebras Systems Inc.
CIK 1736225
NEW YORK, NY
Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,592,333
New position
Shares Held
292,273
first reported quarter
Ownership
0.123%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#43
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
$19,890,000
CallShares
90,000
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, 2026ExodusPoint Capital Management, LP holds $655,405,748 across 29 Semiconductors names. CBRS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,376,535 | $275,430,888 | |
| 2 | INTC |
Intel Corp
|
491,218 | $68,588,769 | |
| 3 | CBRS |
Cerebras Systems Inc.
This page
|
292,273 | $64,592,333 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
146,428 | $39,821,094 | |
| 5 | STM |
STMicroelectronics N.V.
|
349,653 | $26,185,513 | |
| 6 | SMTC |
Semtech Corp
|
160,691 | $26,007,838 | |
| 7 | QCOM |
Qualcomm Inc/De
|
132,134 | $24,417,041 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
38,338 | $22,270,927 |
All Filings in CBRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,592,333 | 292,273 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $19,890,000 | 90,000 | Call | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||