ECLIPSE OPERATIONS, LLC

ECLIPSE OPERATIONS, LLC declares $2.5B in 1 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 98.3% of its $2.6B 13F portfolio. Largest positions: Cerebras Systems (4.8% of the company).

Performance of its AI picks

The AI-stock portfolio ECLIPSE OPERATIONS, LLC declared for Q2 2026 (Form 13F), held unchanged, returned -19.6% in Q3 2026 (SMH -7.1%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Cerebras Systems (CBRS) — $2.5B: 11.4M shares, 4.8% of the company, 98.3% of its portfolio

By sector

• Chips & compute — $2.5B, 100% of its AI holdings, 1 company

Other holders of this size

• Vanguard — $3.6T in 225 of these companies
• BlackRock — $3.1T in 226 of these companies
• State Street — $1.6T in 222 of these companies
• Fidelity (FMR) — $1.2T in 223 of these companies
• Geode Capital — $890.9B in 220 of these companies
• Capital Group — $881.7B in 132 of these companies
• JPMorgan — $717.8B in 225 of these companies
• Invesco — $683.3B in 220 of these companies

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