Position in CBRS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,619,000
New position
Shares Held
39,000
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#5
of 75 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, 2026ARDSLEY ADVISORY PARTNERS LP holds $119,966,755 across 11 Semiconductors names. CBRS ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
93,000 | $54,024,630 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
47,000 | $16,664,790 | |
| 3 | CBRS |
Cerebras Systems Inc.
This page
|
39,000 | $8,619,000 | |
| 4 | AVGO |
Broadcom Inc.
|
21,000 | $7,932,750 | |
| 5 | SMTC |
Semtech Corp
|
45,000 | $7,283,250 | |
| 6 | MCHP |
Microchip Technology Inc
|
70,000 | $6,384,000 | |
| 7 | PI |
Impinj Inc
|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
54,500 | $4,491,345 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,619,000 | 39,000 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||