COREWEAVE INC (CRWV) — Hedge Fund Ownership Q1 2026
CRWV
- COREWEAVE INC (CRWV) is held by 4 of 84 tracked hedge funds, with Situational Awareness LP (18%) and Altimeter Capital (6%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in CRWV holdings came from Altimeter Capital (+40%) and Atreides Management (+34%), highlighting conviction.
- The biggest decreases in CRWV holdings came from Situational Awareness LP (-47%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CRWV.
- Overall, hedge funds decreased exposure to COREWEAVE INC (CRWV) by -32% vs the prior quarter and +134% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Situational Awareness LP
|
18.07% | 9.0M | -46.83% | +634.08% | $696.6M | $77.47 | — |
| 2 |
Altimeter Capital
|
6.12% | 4.5M | +40.02% | +49.99% | $348.5M | $77.47 | — |
| 3 |
Atreides Management
|
1.53% | 811K | +33.73% | -56.77% | $62.8M | $77.47 | — |
| 4 |
Viking Global Investors Andreas Halvorsen
|
0.30% | 1.4M | NEW | — | $108.3M | $77.47 | — |
| — |
H&H International Investment Duan Yongping
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 15.7M | -32.00% | +134.48% | $1.22B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.