Value Aligned Research Advisors, LLC
Position in CBRS — Cerebras Systems Inc.
CIK 1963565
PRINCETON, NJ
Position in CBRS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$241,933,562
New position
Shares Held
1,094,722
first reported quarter
Ownership
0.461%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#16
of 410 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, 2026Value Aligned Research Advisors, LLC holds $3,226,245,596 across 9 Semiconductors names. CBRS ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
6,345,700 | $886,050,091 | |
| 2 | MU |
Micron Technology Inc
|
733,007 | $846,102,650 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,007,480 | $481,142,223 | |
| 4 | ALAB |
Astera Labs, Inc.
|
568,316 | $274,507,994 | |
| 5 | CBRS |
Cerebras Systems Inc.
This page
|
1,094,722 | $241,933,562 | |
| 6 | NVDA |
Nvidia Corp
|
800,769 | $160,225,869 | |
| 7 | AVGO |
Broadcom Inc.
|
407,611 | $153,975,055 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
337,998 | $91,918,556 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,933,562 | 1,094,722 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||