Avala Global LP

Position in CBRS — Cerebras Systems Inc.

CIK 1948899 NEW YORK, NY

Position in CBRS

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

Position Value

$23,713,300

New position

Shares Held

107,300

first reported quarter

Ownership

0.045%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#85

of 412 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Avala Global LP holds $354,349,154 across 5 Semiconductors names. CBRS ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	250,760	$119,755,453
2	NVDA	Nvidia Corp	517,500	$103,546,575
3	AMD	Advanced Micro Devices Inc	118,500	$68,837,835
4	INTC	Intel Corp	275,700	$38,495,991
5	CBRS	Cerebras Systems Inc. This page	107,300	$23,713,300

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,713,300	107,300	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.