Gavin Baker’s CoreWeave CRWV Stock Holding History

Gavin Baker’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	$212M	Buy	2,124,845 +1,314,310	+162%	+$142M	1.48%	15
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

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

Gavin Baker's CRWV Position: Q2 2026 in Review

Gavin Baker increased its CoreWeave (CRWV) stake by 162% in Q2 2026, buying an estimated $142M and bringing the position to 2,124,845 shares worth $212M. The position accounts for 1.48% of the portfolio, ranked #15.

Gavin Baker first reported a position in CRWV in Q1 2025 and has held it in 6 quarters since. 964 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Gavin Baker held 2,124,845 shares of CoreWeave worth $212M as of Q2 2026.
Gavin Baker bought 1,314,310 CoreWeave shares in Q2 2026, an estimated $142M.
CoreWeave made up 1.48% of Gavin Baker's portfolio in Q2 2026, its #15 holding.
Gavin Baker first reported a position in CoreWeave in Q1 2025 and has held it in 6 quarters since.
964 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

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