Polymer Capital Management’s CoreWeave CRWV Stock Holding History

Polymer Capital 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	$1.15M	Sell	11,600 -20,000	-63%	-$2.16M	0.15%	175
2026 Q1	$2.45M	Sell	31,600 -162,500	-84%	-$14.1M	0.25%	92
2025 Q4	$13.9M	Buy	194,100 +82,500	+74%	+$8.36M	1.46%	6
2025 Q3	$15.3M	Hold	111,600	–	–	1.62%	5
2025 Q2	$18.2M	Buy	+111,600	New	+$10.3M	2.15%	4

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

Polymer Capital Management's CRWV Position: Q2 2026 in Review

Polymer Capital Management reduced its CoreWeave (CRWV) stake by 26% in Q2 2026, selling an estimated $1.49M and leaving 40,000 shares worth $3.98M. The position accounts for 0.53% of the portfolio, ranked #27.

Polymer Capital Management first reported a position in CRWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.16M in Q1 2026. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

Polymer Capital Management held 40,000 shares of CoreWeave worth $3.98M as of Q2 2026.
Polymer Capital Management sold 13,759 CoreWeave shares in Q2 2026, an estimated $1.49M.
CoreWeave made up 0.53% of Polymer Capital Management's portfolio in Q2 2026, its #27 holding.
Polymer Capital Management first reported a position in CoreWeave in Q4 2025 and has held it in 3 quarters since.
Polymer Capital Management's CoreWeave position peaked at $4.16M in Q1 2026.
969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

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