Burkehill Global Management, LP

Position in CBRS — Cerebras Systems Inc.

CIK 1904549 NEW YORK, NY

Position in CBRS

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

Position Value

$44,200,000

New position

Shares Held

200,000

first reported quarter

Ownership

0.084%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#60

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

Burkehill Global Management, LP holds $99,389,000 across 4 Semiconductors names. CBRS ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc. This page	200,000	$44,200,000
2	NVDA	Nvidia Corp	200,000	$40,018,000
3	VSH	Vishay Intertechnology Inc	200,000	$10,756,000
4	AMBQ	Ambiq Micro, Inc.	50,000	$4,415,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,200,000	200,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.