RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q4 2025 investor letter. A copy of the letter can be downloaded here. The US stock market delivered modest gains in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) returning 2.6% and 1.1%, respectively. The Fund appreciated by 1.4% during the same period. For the full year, the Fund was up 13.3% vs. 17.4% and 18.6% gains, respectively, for the indexes. The performance in the Russell 1000 Growth Index was uneven. Market leadership remains concentrated, but underlying divergence has deepened. Investors preferred companies with durable earnings and progress in monetizing growth, especially in health care and parts of the AI value chain. The Fund is optimistic that its portfolio consists of attractively valued companies benefiting from strong growth trends and expected to generate significant cash flow. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, RiverPark Large Growth Fund highlighted stocks like CoreWeave, Inc. (NASDAQ:CRWV). CoreWeave, Inc. (NASDAQ:CRWV) is an AI-centric cloud computing company that provides automation and efficiency to manage complex artificial intelligence (AI) infrastructure at scale. On March 24, 2026, CoreWeave, Inc. (NASDAQ:CRWV) stock closed at $83.02 per share. One-month return of CoreWeave, Inc. (NASDAQ:CRWV) was -15.29%, and YTD its shares gained 15.93%. CoreWeave, Inc. (NASDAQ:CRWV) has a market capitalization of $43.643 billion.
RiverPark Large Growth Fund stated the following regarding CoreWeave, Inc. (NASDAQ:CRWV) in its fourth quarter 2025 investor letter:
“CoreWeave, Inc. (NASDAQ:CRWV): CRWV shares declined in 4Q25 following the company’s 3Q25 report. While revenue grew more than 40% year-over-year, results came in slightly below elevated investor expectations, with management citing elongated lead times for GPU deliveries and a slower ramp in certain enterprise AI workloads. Gross margins compressed modestly due to higher power and data center infrastructure costs, and guidance pointed to continued investment intensity through 2026 as the company scales new facilities in Texas and Norway. These dynamics led to profit-taking after a strong post-IPO performance.
We believe CoreWeave’s purpose built infrastructure is uniquely positioned within the high performance cloud compute market. Its differentiated architecture, deep relationships with leading AI model developers, and strategic partnerships across the semiconductor and infrastructure supply chain create a compelling long-term opportunity. As capacity expands and utilization improves, we expect CoreWeave to emerge as a high-growth, high-return platform within next-generation cloud computing.”
CoreWeave, Inc. (NASDAQ:CRWV) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held CoreWeave, Inc. (NASDAQ:CRWV) at the end of the fourth quarter, up from 62 in the previous quarter. While we acknowledge the risk and potential of CoreWeave, Inc. (NASDAQ:CRWV) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CoreWeave, Inc. (NASDAQ:CRWV) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered CoreWeave, Inc. (NASDAQ:CRWV) and shared Carillon Scout Mid Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
