CRW
CoreWeave, Inc.
CRWV
Across the roster this quarter
+3 net buyers3 managers hold it
A consensus buy this quarter. Worth asking what they all see.
New1
Added2
Held0
Trimmed0
Sold out0
Combined position
$976M
Across all holders
Average weight in book
3.1%
Largest: Gerstner at 6.2%
Average holding period
0.8 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
BG
Brad Gerstner
Altimeter Capital · $605M
6.2%
+35%CW
Cathie Wood
ARK Invest · $264M
1.7%
+5%DT
David Tepper
Appaloosa Management · $107M
1.4%
NewManagers holding, last five years
Up from 0 to 3 managers. Crowding cuts both ways.
2
2
1
2
2
3
Q3'21Q2'26