Which funds own CRWV
Coreweave Inc in the Q2 2026 filings. At least 11 of the 91 current managers on file reported a position, worth $4.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 10 managers opened or added against 3 cutting.
- Managers holding
- 11
- at least, of 91 current
- Combined value
- $4.3bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 7
- already held
- Trimmed or sold out
- 3
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Jane Street Group LLC Quantitative · $1206bn book | $1.4bn | 0.1% | 13,885,024 | +$696m+5,028,333 | Added |
| Invesco Ltd Long-only · $1264bn book | $1.2bn | 0.1% | 12,408,675 | +$1.2bn+11,415,570 | Added |
| Altimeter Capital Management LP Long/short equity · $9.8bn book | $605m | 6.2% | 6,073,695 | +$256m+1,574,620 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $342m | 0.2% | 3,431,074 | +$333m+3,317,458 | Added |
| ARK Investment Management LLC Long-only · $15.4bn book | $265m | 1.7% | 2,657,192 | +$68m+119,067 | Added |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $160m | 0.2% | 1,611,219 | +$116m+1,043,891 | Added |
| Appaloosa LP Activist · $7.7bn book | $107m | 1.4% | 1,078,248 | opened1,078,248 | New |
| D1 Capital Partners LP Long/short equity · $34.8bn book | $63m | 0.2% | 628,446 | opened628,446 | New |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $40m | 0.5% | 400,000 | opened400,000 | New |
| Soros Fund Management LLC Macro · $8.1bn book | $30m | 0.4% | 300,000 | -$4.2m-139,360 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $30m | 0.1% | 299,146 | +$24m+224,322 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Viking Global Investors LP · Long/short equity$108m held before
- Bridgewater Associates LP · Macro$28m held before
Ownership through time
At least 20 of the 95 managers whose filings are on file listed CRWV in Q2 2026, against 13 in Q1 2025. 7 managers more than in Q1 2026: 7 started positions; 5 listed it again; 2 sold out, by their own filings; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2025: 13
- Q2 2025: 10
- Q3 2025: 22
- Q4 2025: 7
- Q1 2026: 13
- Q2 2026: 20
- Q1 2025: $2.3bn
- Q2 2025: $8.1bn
- Q3 2025: $7.3bn
- Q4 2025: $1.4bn
- Q1 2026: $1.5bn
- Q2 2026: $4.5bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Jane Street Group LLC8,856,691 to 13,885,024 shares+$501m
- Altimeter Capital Management LP4,499,075 to 6,073,695 shares+$157m
- Appaloosa LPnew: 1,078,248 shares+$107m
- Balyasny Asset Management LLC567,328 to 1,611,219 shares+$104m
- D1 Capital Partners LPnew: 628,446 shares+$63m
Largest decreases, by shares
- Soros Fund Management LLC439,360 to 300,000 shares-$14m
- Brevan Howard Capital Management LP126,776 to 46,400 shares-$8.0m
- Man Group PLC364,028 to 341,839 shares-$2.2m
Left it
- Viking Global Investors LPwas $108m
- Bridgewater Associates LPwas $28m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Jane Street Group LLC | Q1 2025 | $1.7bn | $1.4bn | |
| Invesco Ltd | Q3 2025 | $1.2bn | $1.2bn | |
| Altimeter Capital Management LP | Q1 2025 | $605m | $605m | |
| Two Sigma Investments LP | Q2 2026 | $342m | $342m | |
| ARK Investment Management LLC | Q1 2025 | $264m | $264m | |
| Balyasny Asset Management LLC | Q1 2026 | $160m | $160m | |
| Neuberger Berman Group LLC | Q1 2025 | $145m | $145m | |
| Appaloosa LP | Q2 2026 | $107m | $107m | |
| D1 Capital Partners LP | Q2 2026 | $63m | $63m | |
| Marshall Wace LLP | Q3 2025 | $110m | $51m | |
| Davidson Kempner Capital Management LP | Q1 2025 | $40m | $40m | |
| Man Group PLC | Q1 2026 | $34m | $34m | |
| Soros Fund Management LLC | Q1 2025 | $34m | $30m | |
| Walleye Capital LLC | Q2 2026 | $30m | $30m | |
| Woodline Partners LP | Q2 2026 | $23m | $23m | |
| Fidelity (FMR LLC) | Q1 2025 | $4.1bn | last listed Q4 2025 | |
| Coatue Management LLC | Q1 2025 | $2.9bn | last listed Q3 2025 | |
| Millennium Management LLC | Q3 2025 | $114m | last listed Q3 2025 | |
| Viking Global Investors LP | Q1 2026 | $108m | last listed Q1 2026 | |
| Rokos Capital Management LLP | Q3 2025 | $48m | last listed Q4 2025 | |
| Maverick Capital Ltd | Q1 2025 | $44m | last listed Q2 2025 | |
| Voloridge Investment Management LLC | Q3 2025 | $39m | last listed Q4 2025 | |
| Bridgewater Associates LP | Q3 2025 | $37m | last listed Q1 2026 | |
| Tudor Investment Corp | Q3 2025 | $32m | last listed Q3 2025 | |
| ExodusPoint Capital Management LP | Q1 2025 | $25m | last listed Q3 2025 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Jane Street Group LLC · puts$2.2bn notional
- Jane Street Group LLC · calls$1.6bn notional
- Susquehanna International Group LLP · calls$1.3bn notional
- Susquehanna International Group LLP · puts$1.2bn notional
- Citadel Advisors LLC · calls$1.0bn notional
- Citadel Advisors LLC · puts$813m notional
- Soros Fund Management LLC · puts$65m notional
- Tudor Investment Corp · calls$64m notional
What CRWV is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around CRWV →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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