Luminist Capital’s CoreWeave CRWV Stock Holding History

Luminist Capital’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	–	Sell	-2	Closed	-$143	–	297
2025 Q4	$143	Buy	+2	New	+$203	﹤0.01%	271

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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VARA

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Luminist Capital's CRWV Position: Q1 2026 in Review

Luminist Capital sold out of CoreWeave (CRWV) in Q1 2026, closing a stake of 2 shares — an estimated $143 sold.

Luminist Capital first reported a position in CRWV in Q4 2025 and held it in 1 quarter. The position peaked at $143 in Q4 2025. 785 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

Luminist Capital reported no remaining CoreWeave position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 2 CoreWeave shares in Q1 2026, an estimated $143.
Luminist Capital first reported a position in CoreWeave in Q4 2025 and held it in 1 quarter.
Luminist Capital's CoreWeave position peaked at $143 in Q4 2025.
785 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.