Knollwood Investment Advisory, LLC
Position in CBRS — Cerebras Systems Inc.
CIK 1999346
HUNT VALLEY, MD
Position in CBRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,576,026
New position
Shares Held
20,706
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#149
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, 2026Knollwood Investment Advisory, LLC holds $198,518,165 across 15 Semiconductors names. CBRS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
476,023 | $95,247,442 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
62,522 | $36,319,655 | |
| 3 | AVGO |
Broadcom Inc.
|
68,063 | $25,710,798 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
19,568 | $9,345,089 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
5,685 | $7,858,716 | |
| 6 | INTC |
Intel Corp
|
44,748 | $6,248,163 | |
| 7 | MU |
Micron Technology Inc
|
4,204 | $4,852,635 | |
| 8 | CBRS |
Cerebras Systems Inc.
This page
|
20,706 | $4,576,026 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,576,026 | 20,706 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||