Eclipse Operations, LLC holds a concentrated book of 2 stocks worth $2.6B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Cerebras Systems Inc - A. Their largest long position is Cerebras Systems Inc - A at 98% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Eclipse Operations, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 2 / 2 | $89.8M |
| Arax Advisory Partners | 2 / 2 | $654K |
| Clearstead Advisors, LLC | 2 / 2 | $86K |
| Global Retirement Partners, LLC | 2 / 2 | $14K |
| Physician Wealth Advisors, Inc. | 2 / 2 | $552 |
Ranked by how many of Eclipse Operations, LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cerebras Systems Inc Common Stock | $2.5B | 11.45M | 98.3% | ▲New New position | |
| 2 | Owlet Inc Common Stock | $44.2M | 7.70M | 1.7% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908066/holdings"
Use Arkolith to show ECLIPSE OPERATIONS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.