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
- 20
- Reported value
- $4.5bn
- Buyers
- 28
- Sellers
- 14
Breadth +14 among 91 comparable managers.
Nvidia Corporation
- Holders
- 62
- Reported value
- $550bn
- Buyers
- 29
- Sellers
- 35
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (19)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Soros Fund Management LLC, Two Sigma Investments LP, Walleye Capital LLC, Woodline Partners LP
Only CRWV (1)
Only NVDA (43)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 18 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.