Broad Bay Capital Management, LP

Position in CBRS — Cerebras Systems Inc.

CIK 1759115 New York, NY

Position in CBRS

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

Position Value

$13,900,900

New position

Shares Held

62,900

first reported quarter

Ownership

0.026%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#100

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

Broad Bay Capital Management, LP holds $101,232,696 across 3 Semiconductors names. CBRS ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PI	Impinj Inc	328,700	$47,079,701
2	SMTC	Semtech Corp	248,700	$40,252,095
3	CBRS	Cerebras Systems Inc. This page	62,900	$13,900,900

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,900,900	62,900	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.