CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on CRWV.
Coreweave Inc. (CRWV)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broad Peak Investment Holdings Hyder Ahmad | 217,000 | $15,539,370 | 2.79% | |
| 2. | Stevens Capital Management Matthew Tewksbury | 18,914 | $1,354 | +169% | 0.48% |
| 3. | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.56 | 182,700 | $8,689,212.00 | 384,840 | 2025-03-03 | Filing | |
| $47.56 | 27,540 | $1,309,802.40 | 27,540 | 2025-03-03 | Filing | |
| $47.00 | 202,140 | $9,500,580.00 | 202,140 | 2024-11-14 | Filing | |
| $47.00 | 10,640 | $500,080.00 | 10,640 | 2024-11-14 | Filing | |
| $47.56 | 10,520 | $500,336.46 | 10,520 | 2025-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $113.87 | 728 | $82,899.03 | 0 | 2026-01-28 | Filing | |
| $112.52 | 303 | $34,093.47 | 728 | 2026-01-28 | Filing | |
| $111.36 | 949 | $105,676.56 | 1,031 | 2026-01-28 | Filing | |
| $110.53 | 1,031 | $113,957.46 | 1,980 | 2026-01-28 | Filing | |
| $109.35 | 2,304 | $251,938.02 | 3,011 | 2026-01-28 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,920,979 | $1,999,421,306 | 0.03% | |
| 2. | Imc-chicago, LlcCALL | 4,134,800 | $296,093,028 | 0.11% |
| 3. | 3,039,984 | $217,693,254 | 0.04% | |
| 4. | 2,627,600 | $188,162,436 | 0.07% | |
| 5. | Ubs Group AgCALL | 1,339,338 | $95,909,994 | 0.02% |
News See All
Deutsche Bank Upgrades CoreWeave (CRWV) to Buy Ahead of Q4 2025 Report
CoreWeave Inc. (NASDAQ:CRWV) is one of the new stocks on the rise.
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CoreWeave Inc. (NASDAQ:CRWV), along with Oracle, is a key player in the AI infrastructure space.
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