Value Aligned Research Advisors’s Cerebras Systems CBRS Stock Holding History

Value Aligned Research Advisors’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	$242M	Buy	+1,094,722	New	+$258M	0.6%	39

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Value Aligned Research Advisors's CBRS Position: Q2 2026 in Review

Value Aligned Research Advisors opened a new position in Cerebras Systems (CBRS) in Q2 2026: 1,094,722 shares worth $242M. The stake represents 0.6% of the portfolio and ranks #39 among its holdings.

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

Value Aligned Research Advisors held 1,094,722 shares of Cerebras Systems worth $242M as of Q2 2026.
Cerebras Systems was a new Value Aligned Research Advisors position in Q2 2026.
Cerebras Systems made up 0.6% of Value Aligned Research Advisors's portfolio in Q2 2026, its #39 holding.
407 funds tracked by Wall St. Rank held Cerebras Systems as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.