Eclipse Operations, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Eclipse Operations, LLC reported 2 stock positions worth $2.6 billion. Its top holding was Cerebras Systems Class A (CBRS) at 98.3% of the portfolio, followed by Owlet (OWLT, 1.7%). Compared with Q1 2026, it opened 1 new position. The biggest buy was a new position in Cerebras Systems Class A (CBRS).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001908066
Portfolio Value
$2.6B (Q2 2026)
SEC Filing
0001104659-26-092541 ↗ filed Aug 7, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $8.8M Q1 2024 Q2 2024: $8.4M Q2 2024 Q3 2024: $17.1M Q3 2024 Q4 2024: $16.9M Q4 2024 Q4 2025: $124.7M Q4 2025 Q1 2026: $39.6M Q1 2026 Q2 2026: $2.6B $2.6B Q2 2026

Holdings 2 stocks · $2.6B

CBRS Cerebras Systems Inc. Class A 98.28% 11,446,270 $2.5B New
OWLT Owlet Inc. 1.72% 7,700,835 $44.2M No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

CBRS Cerebras Systems Inc. Class A New 98.28% +98.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$2.6BCBRS, OWLT
Q1 2026 1$39.6MOWLT
Q4 2025 1$124.7MOWLT
Q4 2024 1$16.9MOWLT
Q3 2024 1$17.1MOWLT
Q2 2024 1$8.4MOWLT
Q1 2024 1$8.8MOWLT