CoreWeave and Nebius Still Lag Behind IREN in Upside After Earnings — Here’s Why
CoreWeave ($CRWV), Nebius ($NBIS), and IREN Limited ($IREN), three of the most watched neocloud companies on Wall Street, have now all delivered th...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 6,494,719 | $1,793,646,546 | -22% | 6.16% |
| 2. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 6,104,121 | $1,685,775,097 | +5% | 4.2% |
| 3. | 5,598,000 | $1,545,999,660 | +52% | 0.18% | |
| 4. | 5,226,100 | $1,443,292,037 | +185% | 0.16% | |
| 5. | Situational Awareness LP Leopold Aschenbrenner | 4,464,260 | $1,232,894,684 | 6.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $269.64 | 2,667 | $719,129.88 | 272,533 | 2026-08-14 | Filing | |
| $268.61 | 5,000 | $1,343,050.00 | 275,200 | 2026-08-14 | Filing | |
| $266.67 | 9,622 | $2,565,898.74 | 280,200 | 2026-08-14 | Filing | |
| $265.45 | 10,113 | $2,684,495.85 | 289,822 | 2026-08-14 | Filing | |
| $264.78 | 9,283 | $2,457,952.74 | 299,935 | 2026-08-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,578,700 | $4,854,709,579 | 0.42% | |
| 2. | 11,531,270 | $3,184,590,799 | 0.05% | |
| 3. | 9,883,200 | $2,729,443,344 | 0.21% | |
| 4. | 9,799,741 | $2,706,394,387 | 0.24% | |
| 5. | 9,097,900 | $2,512,567,043 | 0.2% |