In a recent 13F filing with the SEC, Chase Coleman's Tiger Global Management revealed a new significant investment in AI infrastructure company Cerebras Systems (CBRS). The filing, which covers the second quarter of 2026, shows the fund acquired 3.00 million shares, establishing a position valued at approximately $662.78 million as of June 30, 2026. This new holding represents a 2.76% weight in Tiger Global's portfolio.
Investors are reminded that 13F filings are submitted to the SEC up to 45 days after a quarter ends, so these trades occurred between March 31 and June 30, 2026. The disclosure comes as Cerebras has been in the spotlight for its partnership with OpenAI and the recent launch of its next-generation CS-4 computing platform aimed at accelerating AI workloads. Several other major institutional investors also revealed new stakes in the company during the same period.