Palantir vs. CoreWeave – Why Analysts See 60% Upside in One AI Stock and Just 5% in the Other
AI stocks CoreWeave ($CRWV) and Palantir Technologies ($PLTR) are gaining attention as investors weigh infrastructure demand against software monet...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 20,517,115 | $2,393,756,852 | +97% | 1.06% |
| 2. | 14,969,500 | $1,746,491,565 | -23% | 0.2% | |
| 3. | 12,768,900 | $1,489,747,563 | -10% | 0.17% | |
| 4. | Renaissance Technologies Jim Simons | 7,568,370 | $883,001,728 | +9% | 1.22% |
| 5. | 6,494,700 | $757,736,649 | +63% | 2.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $116.14 | 10,000 | $1,161,400.00 | 58,006 | 2025-05-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $176.11 | 510 | $89,813.81 | 1,063,095 | 2026-09-15 | Filing | |
| $175.17 | 1,843 | $322,842.92 | 1,063,605 | 2026-09-15 | Filing | |
| $174.25 | 2,129 | $370,987.83 | 1,065,448 | 2026-09-15 | Filing | |
| $173.05 | 2,319 | $401,307.12 | 1,067,577 | 2026-09-15 | Filing | |
| $172.24 | 3,990 | $687,224.03 | 1,069,896 | 2026-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 189,817,693 | $22,146,030,177 | 0.33% | |
| 2. | 146,137,514 | $17,049,863,758 | 0.36% | |
| 3. | 104,490,468 | $12,190,902,902 | 0.36% | |
| 4. | 70,438,517 | $8,218,061,784 | 0.65% | |
| 5. | 55,334,968 | $6,433,109,531 | 0.34% |