Daniel Sundheim’s Cerebras Systems CBRS Stock Holding History

Daniel Sundheim’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	$33.1M	Buy	+150,000	New	+$35.3M	0.1%	51

Other funds holding CBRS

Eclipse Ventures Palo Alto, California $2.57B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

VCMC

VY Capital Management Company Dubai, United Arab Emirates $47B AUM

Daniel Sundheim's CBRS Position: Q2 2026 in Review

Daniel Sundheim opened a new position in Cerebras Systems (CBRS) in Q2 2026: 150,000 shares worth $33.1M. The stake represents 0.1% of the portfolio and ranks #51 among its holdings.

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

Daniel Sundheim held 150,000 shares of Cerebras Systems worth $33.1M as of Q2 2026.
Cerebras Systems was a new Daniel Sundheim position in Q2 2026.
Cerebras Systems made up 0.1% of Daniel Sundheim's portfolio in Q2 2026, its #51 holding.
411 funds tracked by Wall St. Rank held Cerebras Systems as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.