VARA
CRWV

Value Aligned Research Advisors’s CoreWeave CRWV Stock Holding History

Value Aligned Research Advisors’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 		$116M Buy
1,503,500
+1,030,300
+218% +$89.4M 0.56% 37
2025
Q4 		$33.9M Hold
473,200
– – 0.34% 48
2025
Q3 		$64.8M Buy
473,200
+79,000
+20% +$9.35M 0.79% 32
2025
Q2 		$64.3M Buy
+394,200
New +$36.3M 1.36% 20

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Value Aligned Research Advisors's CRWV Position: Q1 2026 in Review

Value Aligned Research Advisors increased its CoreWeave (CRWV) stake by 37% in Q1 2026, buying an estimated $195M and bringing the position to 8,280,763 shares worth $642M. The position accounts for 3.1% of the portfolio, ranked #6.

Value Aligned Research Advisors first reported a position in CRWV in Q3 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Value Aligned Research Advisors held 8,280,763 shares of CoreWeave worth $642M as of Q1 2026.
  • Value Aligned Research Advisors bought 2,252,543 CoreWeave shares in Q1 2026, an estimated $195M.
  • CoreWeave made up 3.1% of Value Aligned Research Advisors's portfolio in Q1 2026, its #6 holding.
  • Value Aligned Research Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.