CRWV

Coreweave Inc-cl A

2 super-investor ownerscombined $210Mlargest position 0.3%

2 super-investors hold CRWV worth a combined $210M. The largest position: Viking Global Investors at 0.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 16 — ranked #699 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

Share𝕏 in

Why super-investors own CRWV

CRWV is a slim, early-stage holding within this cohort, with just two super-investors — Viking Global Investors and Joel Greenblatt — accounting for a combined $210M across positions that represent no more than 0.3% of either portfolio. The historical ownership count of 1 dropping to 0 in prior quarters before the current two positions suggests this is a nascent, tentative foothold rather than a conviction build. Neither manager added to or trimmed their stake in 2026Q1, indicating a hold-and-watch posture. The low concentration figures across both portfolios reinforce that this remains a speculative allocation, and with no new entrants this quarter, broader cohort interest has not yet materialized.

AI-synthesized from 13F filings. Not investment advice.