Two Seas Capital’s CoreWeave CRWV Stock Holding History

Two Seas 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
2025 Q4	–	Sell	-1,180,000	Closed	-$161M	–	45
2025 Q3	$161M	Buy	+1,180,000	New	+$140M	2.59%	6

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VPM

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VCM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Two Seas Capital's CRWV Position: Q1 2026 in Review

Two Seas Capital sold out of CoreWeave (CRWV) in Q1 2026, closing a stake of 110,000 shares — an estimated $7.88M sold.

Two Seas Capital first reported a position in CRWV in Q3 2025 and held it in 2 quarters. The position peaked at $38.2M in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

Two Seas Capital reported no remaining CoreWeave position as of Q1 2026 after selling out during the quarter.
Two Seas Capital sold 110,000 CoreWeave shares in Q1 2026, an estimated $7.88M.
Two Seas Capital first reported a position in CoreWeave in Q3 2025 and held it in 2 quarters.
Two Seas Capital's CoreWeave position peaked at $38.2M in Q3 2025.
775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.