TPM
CBRS

Totem Point Management’s Cerebras Systems CBRS Stock Holding History

Totem Point 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 		$40M Buy
+180,953
New +$42.6M 24.46% 1

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
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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Totem Point Management's CBRS Position: Q2 2026 in Review

Totem Point Management opened a new position in Cerebras Systems (CBRS) in Q2 2026: 180,953 shares worth $40M. The stake represents 24.46% of the portfolio and ranks #1 among its holdings.

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

  • Totem Point Management held 180,953 shares of Cerebras Systems worth $40M as of Q2 2026.
  • Cerebras Systems was a new Totem Point Management position in Q2 2026.
  • Cerebras Systems made up 24.46% of Totem Point Management's portfolio in Q2 2026, its #1 holding.
  • 407 funds tracked by Wall St. Rank held Cerebras Systems as of Q2 2026.

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