Holders over time
- CRWV
- NVDA
| Quarter | CRWV | NVDA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $45.3bn |
| Q4 2020 | none listed holders, n.a. | 42 holders, $43.8bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $42.9bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $63.0bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $62.6bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $90.4bn |
| Q1 2022 | none listed holders, n.a. | 37 holders, $79.5bn |
| Q2 2022 | none listed holders, n.a. | 38 holders, $43.6bn |
| Q3 2022 | none listed holders, n.a. | 38 holders, $35.1bn |
| Q4 2022 | none listed holders, n.a. | 38 holders, $56.7bn |
| Q1 2023 | none listed holders, n.a. | 51 holders, $85.0bn |
| Q2 2023 | none listed holders, n.a. | 61 holders, $136bn |
| Q3 2023 | none listed holders, n.a. | 58 holders, $136bn |
| Q4 2023 | none listed holders, n.a. | 55 holders, $153bn |
| Q1 2024 | none listed holders, n.a. | 57 holders, $254bn |
| Q2 2024 | none listed holders, n.a. | 57 holders, $322bn |
| Q3 2024 | none listed holders, n.a. | 62 holders, $304bn |
| Q4 2024 | none listed holders, n.a. | 60 holders, $337bn |
| Q1 2025 | 13 holders, $2.3bn | 62 holders, $266bn |
| Q2 2025 | 10 holders, $8.1bn | 61 holders, $408bn |
| Q3 2025 | 22 holders, $7.3bn | 63 holders, $487bn |
| Q4 2025 | 7 holders, $1.4bn | 64 holders, $513bn |
| Q1 2026 | 13 holders, $1.5bn | 63 holders, $480bn |
| Q2 2026 | 20 holders, $4.5bn | 62 holders, $550bn |
Coreweave Inc
- Holders
- 13
- Reported value
- $1.5bn
- Buyers
- 29
- Sellers
- 10
Breadth +19 among 91 comparable managers.
Nvidia Corporation
- Holders
- 63
- Reported value
- $480bn
- Buyers
- 29
- Sellers
- 36
Breadth -7 among 91 comparable managers.
Who holds both, Q1 2026
Both (12)
Altimeter Capital Management LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Winton Group Ltd
Only CRWV (1)
Only NVDA (51)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, and 26 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.