OFI INVEST ASSET MANAGEMENT
Position in CBRS — Cerebras Systems Inc.
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in CBRS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,593,268
New position
Shares Held
61,508
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#8
of 149 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, 2026OFI INVEST ASSET MANAGEMENT holds $2,208,034,313 across 14 Semiconductors names. CBRS ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,809,430 | $762,228,848 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
699,736 | $406,483,639 | |
| 3 | AVGO |
Broadcom Inc.
|
647,875 | $244,734,781 | |
| 4 | MU |
Micron Technology Inc
|
151,229 | $174,562,122 | |
| 5 | INTC |
Intel Corp
|
1,162,019 | $162,252,712 | |
| 6 | TXN |
Texas Instruments Inc
|
499,791 | $148,972,703 | |
| 7 | ADI |
Analog Devices Inc
|
265,592 | $105,485,174 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
237,652 | $70,794,154 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,593,268 | 61,508 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||