Lavelle Capital’s Cerebras Systems CBRS Stock Holding History

Lavelle Capital’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 Q3	$7.54M	Buy	42,432 +18,162	+75%	+$3.65M	3.94%	8
2026 Q2	$5.36M	Buy	+24,270	New	+$5.71M	2.31%	9

Other funds holding CBRS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Eclipse Ventures Palo Alto, California $981M AUM 64.81% 1-Year Est. Return

Alpha Wave Global New York $4.27B AUM 12.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Washington University St Louis, Missouri $524M AUM 34.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lavelle Capital's CBRS Position: Q3 2026 in Review

Lavelle Capital increased its Cerebras Systems (CBRS) stake by 75% in Q3 2026, buying an estimated $3.65M and bringing the position to 42,432 shares worth $7.54M. The position accounts for 3.94% of the portfolio, ranked #8.

Lavelle Capital first reported a position in CBRS in Q2 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold CBRS as of Q3 2026.

Lavelle Capital held 42,432 shares of Cerebras Systems worth $7.54M as of Q3 2026.
Lavelle Capital bought 18,162 Cerebras Systems shares in Q3 2026, an estimated $3.65M.
Cerebras Systems made up 3.94% of Lavelle Capital's portfolio in Q3 2026, its #8 holding.
Lavelle Capital first reported a position in Cerebras Systems in Q2 2026 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held Cerebras Systems as of Q3 2026.

Based on Lavelle Capital's 13F filing for Q3 2026, filed 3 Nov 2026.