ACM
CBRS

Altimeter Capital Management’s Cerebras Systems CBRS Stock Holding History

Altimeter Capital Management’s Portfolio CBRS Stock Details CBRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6B Buy
+7,225,037
New +$1.7B 16.24% 2

Other funds holding CBRS

EV
Eclipse Ventures Palo Alto, California $2.57B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Altimeter Capital Management's CBRS Position: Q2 2026 in Review

Altimeter Capital Management opened a new position in Cerebras Systems (CBRS) in Q2 2026: 7,225,037 shares worth $1.6B. The stake represents 16.24% of the portfolio and ranks #2 among its holdings.

372 funds tracked by Wall St. Rank hold CBRS as of Q2 2026.

  • Altimeter Capital Management held 7,225,037 shares of Cerebras Systems worth $1.6B as of Q2 2026.
  • Cerebras Systems was a new Altimeter Capital Management position in Q2 2026.
  • Cerebras Systems made up 16.24% of Altimeter Capital Management's portfolio in Q2 2026, its #2 holding.
  • 372 funds tracked by Wall St. Rank held Cerebras Systems as of Q2 2026.

Based on Altimeter Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.