John Overdeck’s CoreWeave CRWV Stock Holding History

John Overdeck’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	$342M	Buy	3,431,074 +3,317,458	+2,920%	+$358M	0.25%	75
2026 Q1	$8.8M	Buy	113,616 +10,395	+10%	+$902K	0.01%	1486
2025 Q4	$7.39M	Buy	103,221 +43,507	+73%	+$4.41M	0.01%	1359
2025 Q3	$8.17M	Sell	59,714 -6	-0%	-$710	0.01%	1070
2025 Q2	$9.74M	Buy	59,720 +53,220	+819%	+$4.91M	0.02%	836
2025 Q1	$241K	Buy	+6,500	New	+$251K	﹤0.01%	2797

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

John Overdeck's CRWV Position: Q2 2026 in Review

John Overdeck increased its CoreWeave (CRWV) stake by 2,920% in Q2 2026, buying an estimated $358M and bringing the position to 3,431,074 shares worth $342M. The position accounts for 0.25% of the portfolio, ranked #75.

John Overdeck 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.

John Overdeck held 3,431,074 shares of CoreWeave worth $342M as of Q2 2026.
John Overdeck bought 3,317,458 CoreWeave shares in Q2 2026, an estimated $358M.
CoreWeave made up 0.25% of John Overdeck's portfolio in Q2 2026, its #75 holding.
John Overdeck 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.