LAVELLE CAPITAL LP

Position in CBRS — Cerebras Systems Inc.

CIK 2136566 SAN FRANCISCO, CA

Position in CBRS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,363,670

New position

Shares Held

24,270

first reported quarter

Ownership

0.011%

of shares outstanding

% of Portfolio

3.91%

of 13F equity value

Holder Rank

#20

of 149 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LAVELLE CAPITAL LP holds $9,415,144 across 5 Semiconductors names. CBRS ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc. This page	24,270	$5,363,670
2	NVDA	Nvidia Corp	9,341	$1,869,040
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,494	$1,668,629
4	AVGO	Broadcom Inc.	1,186	$448,011
5	MU	Micron Technology Inc	57	$65,794

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,363,670	24,270	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.