GB
CBRS

Gavin Baker’s Cerebras Systems CBRS Stock Holding History

Gavin Baker’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 		$687M Buy
+3,110,086
New +$732M 4.79% 4

Other funds holding CBRS

EV
Eclipse Ventures Palo Alto, California $2.57B AUM
Fidelity Investments
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
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
VCMC
VY Capital Management Company Dubai, United Arab Emirates $47B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gavin Baker's CBRS Position: Q2 2026 in Review

Gavin Baker opened a new position in Cerebras Systems (CBRS) in Q2 2026: 3,110,086 shares worth $687M. The stake represents 4.79% of the portfolio and ranks #4 among its holdings.

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

  • Gavin Baker held 3,110,086 shares of Cerebras Systems worth $687M as of Q2 2026.
  • Cerebras Systems was a new Gavin Baker position in Q2 2026.
  • Cerebras Systems made up 4.79% of Gavin Baker's portfolio in Q2 2026, its #4 holding.
  • 411 funds tracked by Wall St. Rank held Cerebras Systems as of Q2 2026.

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