CRWV
CoreWeave, Inc. Class A Common Stock · Technology · Software - Infrastructure
动量输入（同类管理人）：
持有人广度 — ·
股份流向 — ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 156 | +7 | 214.76M | $21.36B | +15 | −7 |
| Q1 2026 | 151 | +16 | 132.62M | $10.28B | +20 | −4 |
| Q4 2025 | 133 | +1 | 132.34M | $9.48B | +4 | −3 |
| Q3 2025 | 19 | +1 | 62.30M | $8.53B | +3 | −2 |
| Q2 2025 | 15 | +2 | 49.86M | $8.13B | +2 | — |
| Q1 2025 | 10 | +10 | 20.28M | $751.82M | +10 | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 2 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 3 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 4 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 5 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 6 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 7 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 8 | Coatue Management ✦ | 14.40M | 新增 | $534.06M | 2.4% | New | 1 | SEC ↗ |
| 9 | Altimeter Capital ✦ | 3.00M | 新增 | $111.22M | 2.2% | New | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 1.08M | 新增 | $40.00M | 0.0% | New | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 625.00K | 新增 | $23.18M | 0.0% | New | 1 | SEC ↗ |
| 12 | ARK Investment Management ✦ | 525.66K | 新增 | $19.49M | 0.2% | New | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (被动) | 295.26K | 新增 | $10.95M | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 258.37K | 新增 | $9.58M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 258.37K | 新增 | $9.58M | 0.0% | New | 1 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 75.00K | 新增 | $2.78M | 0.1% | New | 1 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 8.57K | 新增 | $317,961 | 0.0% | New | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 6.50K | 新增 | $241,020 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Coatue Management | $534.06M | 2.4% |
| Altimeter Capital | $111.22M | 2.2% |
| Millennium Management | $40.00M | 0.0% |
| D. E. Shaw & Co. | $23.18M | 0.0% |
| ARK Investment Management | $19.49M | 0.2% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 769 持有人, 320.18M 股份, $23.55B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 3.61K 股 · $331,687
Officer · 8.63K 股 · $792,741
Officer · 10.06K 股 · $924,497
Officer · 6.34K 股 · $582,427
Officer · 1.26K 股 · $115,401
Officer · 3.98K 股 · $365,682
Officer, Director · 5.90K 股 · $542,000
Officer, Director, 10% owner · 13.13K 股 · $1.21M
Officer, Director, 10% owner · 2.02K 股 · $204,727
Officer, Director, 10% owner · 715 股 · $72,033
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论