AM
CRWV

Atreides Management’s CoreWeave CRWV Stock Holding History

Atreides Management’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.8M Buy
810,535
+204,425
+34% +$17.7M 1.26% 23
2025
Q4 		$43.4M Buy
606,110
+543,206
+864% +$55.1M 0.53% 39
2025
Q3 		$8.61M Sell
62,904
-91,659
-59% -$10.8M 0.17% 55
2025
Q2 		$25.2M Sell
154,563
-1,720,437
-92% -$159M 0.7% 40
2025
Q1 		$69.5M Buy
+1,875,000
New +$72.3M 2.11% 18

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Atreides Management's CRWV Position: Q1 2026 in Review

Atreides Management increased its CoreWeave (CRWV) stake by 34% in Q1 2026, buying an estimated $17.7M and bringing the position to 810,535 shares worth $62.8M. The position accounts for 1.26% of the portfolio, ranked #23.

Atreides Management first reported a position in CRWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $69.5M in Q1 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Atreides Management held 810,535 shares of CoreWeave worth $62.8M as of Q1 2026.
  • Atreides Management bought 204,425 CoreWeave shares in Q1 2026, an estimated $17.7M.
  • CoreWeave made up 1.26% of Atreides Management's portfolio in Q1 2026, its #23 holding.
  • Atreides Management first reported a position in CoreWeave in Q1 2025 and has held it in 5 quarters since.
  • Atreides Management's CoreWeave position peaked at $69.5M in Q1 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.