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
Q2 		$575M Buy
5,779,700
+4,276,200
+284% +$462M 1.43% 19
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 $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Value Aligned Research Advisors's CRWV Position: Q2 2026 in Review

Value Aligned Research Advisors increased its CoreWeave (CRWV) stake by 31% in Q2 2026, buying an estimated $281M and bringing the position to 10,886,110 shares worth $1.08B. The position accounts for 2.7% of the portfolio, ranked #7.

Value Aligned Research Advisors first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Value Aligned Research Advisors held 10,886,110 shares of CoreWeave worth $1.08B as of Q2 2026.
  • Value Aligned Research Advisors bought 2,605,347 CoreWeave shares in Q2 2026, an estimated $281M.
  • CoreWeave made up 2.7% of Value Aligned Research Advisors's portfolio in Q2 2026, its #7 holding.
  • Value Aligned Research Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.