Kinetic Partners Management’s CoreWeave CRWV Stock Holding History

Kinetic Partners 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	$90.1M	Buy	904,900 +374,300	+71%	+$40.4M	2.15%	13
2026 Q1	$41.1M	Buy	530,600 +311,900	+143%	+$27.1M	2.3%	14
2025 Q4	$15.7M	Buy	+218,700	New	+$22.2M	0.76%	35

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

Kinetic Partners Management's CRWV Position: Q2 2026 in Review

Kinetic Partners Management increased its CoreWeave (CRWV) stake by 71% in Q2 2026, buying an estimated $40.4M and bringing the position to 904,900 shares worth $90.1M. The position accounts for 2.15% of the portfolio, ranked #13.

Kinetic Partners Management first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. 967 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Kinetic Partners Management held 904,900 shares of CoreWeave worth $90.1M as of Q2 2026.
Kinetic Partners Management bought 374,300 CoreWeave shares in Q2 2026, an estimated $40.4M.
CoreWeave made up 2.15% of Kinetic Partners Management's portfolio in Q2 2026, its #13 holding.
Kinetic Partners Management first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
967 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

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