Position in CBRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,554,518
New position
Shares Held
47,758
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#112
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Delta Global Management LP holds $60,552,533 across 8 Semiconductors names. CBRS ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
31,548 | $18,326,548 | |
| 2 | CBRS |
Cerebras Systems Inc.
This page
|
47,758 | $10,554,518 | |
| 3 | ON |
On Semiconductor Corp
|
100,629 | $9,513,465 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
104,101 | $8,578,963 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
26,497 | $7,205,859 | |
| 6 | UMC |
United Microelectronics Corp
|
133,925 | $3,644,099 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,485 | $2,491,893 | |
| 8 | PI |
Impinj Inc
|
1,656 | $237,188 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,554,518 | 47,758 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||