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Eclipse Operations

Palo Alto, CAfiles as ECLIPSE OPERATIONS, LLC

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$2.6bn in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 98.3% of the portfolio this quarter.

Value
$2.6bn
Stocks
2
Top 10 share
100.0%
Turnover
98.3%

What changed this quarter

New

Bought for the first time this quarter.

  • Cerebras SystemsCBRS
    98.3% of the fund

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • Cerebras SystemsCBRS
    Share
    98.3%
    Value
    $2.5bn
    Shares
    11,446,270

    New

  • OwletOWLT
    Share
    1.7%
    Value
    $44m
    Shares
    7,700,835

    Held

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 1964.4% since 31 December 2025.

Where the money is

Technology98.3%
Industrials1.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.