Balyasny Asset Management’s CoreWeave CRWV Stock Holding History

Balyasny Asset 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 Q2	$11M	Sell	110,300 -56,000	-34%	-$6.05M	0.01%	1015
2026 Q1	$12.9M	Buy	166,300 +159,400	+2,310%	+$13.8M	0.02%	914
2025 Q4	$494K	Sell	6,900 -913,700	-99%	-$92.6M	﹤0.01%	2529
2025 Q3	$126M	Buy	920,600 +672,000	+270%	+$79.5M	0.16%	125
2025 Q2	$40.5M	Buy	+248,600	New	+$22.9M	0.06%	402

Other funds holding CRWV

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Balyasny Asset Management's CRWV Position: Q2 2026 in Review

Balyasny Asset Management increased its CoreWeave (CRWV) stake by 184% in Q2 2026, buying an estimated $113M and bringing the position to 1,611,219 shares worth $160M. The position accounts for 0.2% of the portfolio, ranked #109.

Balyasny Asset Management first reported a position in CRWV in Q1 2026 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Balyasny Asset Management held 1,611,219 shares of CoreWeave worth $160M as of Q2 2026.
Balyasny Asset Management bought 1,043,891 CoreWeave shares in Q2 2026, an estimated $113M.
CoreWeave made up 0.2% of Balyasny Asset Management's portfolio in Q2 2026, its #109 holding.
Balyasny Asset Management first reported a position in CoreWeave in Q1 2026 and has held it in 2 quarters since.
973 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.