Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$687,329,006
New position
Shares Held
3,110,086
first reported quarter
Ownership
1.31%
of shares outstanding
% of Portfolio
6.23%
of 13F equity value
Holder Rank
#6
of 410 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
$154,700,000
CallShares
700,000
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, 2026Atreides Management, LP holds $2,912,615,986 across 8 Semiconductors names. CBRS ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
711,364 | $821,120,351 | |
| 2 | CBRS |
Cerebras Systems Inc.
This page
|
3,110,086 | $687,329,006 | |
| 3 | ALAB |
Astera Labs, Inc.
|
1,216,795 | $587,736,320 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,129,285 | $307,109,055 | |
| 5 | NVDA |
Nvidia Corp
|
1,249,291 | $249,970,636 | |
| 6 | INTC |
Intel Corp
|
663,802 | $92,686,673 | |
| 7 | SMTC |
Semtech Corp
|
551,214 | $89,213,985 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
877,123 | $77,449,960 |
All Filings in CBRS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,330,187,756 | 10,543,836 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $687,329,006 | 3,110,086 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $154,700,000 | 700,000 | Call | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||