Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,150,000
New position
Shares Held
150,000
first reported quarter
Ownership
0.063%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#73
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, 2026D1 Capital Partners L.P. holds $477,996,284 across 5 Semiconductors names. CBRS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSCC |
Lattice Semiconductor Corp
|
1,084,051 | $165,816,440 | |
| 2 | TXN |
Texas Instruments Inc
|
405,474 | $120,859,635 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
85,103 | $117,642,983 | |
| 4 | ADI |
Analog Devices Inc
|
102,040 | $40,527,226 | |
| 5 | CBRS |
Cerebras Systems Inc.
This page
|
150,000 | $33,150,000 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,150,000 | 150,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||