ECLIPSE OPERATIONS, LLC portfolio

Q2 2026 · Holdings as of 30 Jun 2026 · Filed 07 Aug 2026 ·

$2.57B

Full value: $2,573,828,463 · USD · 30 Jun 2026

reported in Form 13F

All quarters View SEC source

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What changed in Q2 2026?

Comparable share positions since Q1 2026.

View all holdings

New: 1
Increased: 0
Reduced: 0
Exited: 0

Largest disclosed changes

CBRS New
CEREBRAS SYSTEMS INC

+11.45M
Full value: +11,446,270 · shares · 30 Jun 2026
shares

+$2.53B
Full value: +$2,529,625,670 · USD · 30 Jun 2026 · Estimated from share changes and filing prices
estimated

Weight +98.28 percentage points

Estimates use share changes and filing prices. They are not trade proceeds. Options and principal positions are excluded.

Compare with Q1 2026

Holdings

Show detailed columns

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value change	SEC-reported value	SEC-reported price	Shares	Principal

Filing details and SEC source

Portfolio date: 30 Jun 2026
Reported 13F value: $2,573,828,463
Reported 13F holdings: 2
Largest 13F holdings: CBRS OWLT
What this filing covers: Period
Q2 2026
Calendar quarter covered by the filing.
13F holdings
2
Parsed equity rows, excluding option-only view rows.
Reported value
$2,573,828,463
SEC Form 13F market value, not total AUM.
Accepted by SEC
07 Aug 2026
EDGAR acceptance date.
How to read this filing
Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Manager signature: Greg Lyon - Chief Financial Officer
Manager location: Palo Alto, CA
Accepted by SEC: 07 Aug 2026, 11:54:37 UTC
SEC form: 13F-HR
Prior SEC filing: Q1 2026 - 06 May 2026
Source filing: View source filing

This view compares filing 2026 Q2 with 2026 Q1. Changes are calculated against the previous SEC filing.

Compare Q2 2026 to

SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
^* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Greg Lyon	Chief Financial Officer	Palo Alto, CA, California	07 Aug 2026