加载中…
CRWV·CoreWeave Inc
infraAI 核心数据实时读取 · 截至 2026-08-26
持有机构数
32 / 100
追踪的 100 位投资人中 32 位持有 CRWV
合计仓位 $
$8.50B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.4%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
建仓 NEW+$634M
加仓 ADD
Marshall Wace
Balyasny
AQR Capital
Jennison Associates AI 持仓组合
Two Sigma AI 持仓组合
T. Rowe Price
加文·贝克
Altimeter
Wellington Management AI 持仓组合
广发基金 AI 持仓组合
Himension AI 持仓组合+$1.42B
Marshall WaceBalyasnyAQR CapitalJennison Associates AI 持仓组合Two Sigma AI 持仓组合T. Rowe Price加文·贝克AltimeterWellington Management AI 持仓组合广发基金 AI 持仓组合Himension AI 持仓组合减仓 TRIM−$213M
清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
 NVIDIA Corp NVIDIA Corporation | $4.70B | 7.4% | HOLD2026-Q2 | 2025-Q1 |
 Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $745M | 3.7% | HOLD2026-Q2 | 早于 2020-Q1 |
Brad Gerstner / Altimeter Altimeter Capital Management LP | $605M | 7.9% | ADD2026-Q2 | 早于 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $430M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $400M | 0.4% | ADD2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $342M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Cathie Wood / ARK Invest ARK Investment Management LLC | $232M | 3.7% | HOLD90 天窗口 | 早于 2020-Q1 |
Gavin Baker / Atreides Management Atreides Management LP | $212M | 2.1% | ADD2026-Q2 | 2025-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $160M | 1.5% | ADD2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $115M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 David Tepper / Appaloosa Appaloosa LP | $107M | 2.0% | NEW2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $105M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
 Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $64M | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
 Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $63M | 0.3% | NEW2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $51M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $43M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Man Group plc Man Group plc | $34M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
 George Soros / Soros Fund Management Soros Fund Management LLC | $30M | 1.7% | TRIM2026-Q2 | 早于 2020-Q1 |
 Ray Dalio / Bridgewater Bridgewater Associates, LP | $28M | 0.5% | NEW2026-Q1 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $12M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Ken Griffin / Citadel Citadel LLC | $8M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $7M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Brandon Haley / Holocene Advisors Holocene Advisors LP | $4M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $2M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $2M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 E Fund Management E Fund Management Co., Ltd. | $2M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $817621 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $794827 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Yarbrough Capital Yarbrough Capital, LLC | $616153 | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $365610 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $298620 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Baillie Gifford & Co Baillie Gifford & Co | $4977 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
* Cathie 走 90 天日度窗口对比，动作口径与季度 13F 略有差异
仓位动作明细
共 124 条 · 按时间倒序| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-08-03 | 加仓 | — | +169.6K | |
| 2026-07-31 | 加仓 | — | +298.2K | |
| 2026-07-17 | 加仓 | — | +115.8K | |
| 2026-07-08 | 加仓 | — | +9.4K | |
| 2026-07-07 | 加仓 | — | +23.7K | |
| 2026-Q2 | 加仓 | +$256M | +1.57M | |
| 2026-Q2 | 清仓 | −$31M | −400.8K | |
| 2026-Q2 | 加仓 | +$103M | +1.05M | |
| 2026-Q2 | 加仓 | +$188M | +301.6K | |
| 2026-Q2 | 加仓 | +$149M | +1.31M | |
| 2026-Q2 | 建仓 | +$5K | +50 | |
| 2026-Q2 | 加仓 | +$116M | +1.04M | |
| 2026-Q2 | 清仓 | −$28M | −364.0K | |
| 2026-Q2 | 减仓 | −$94M | −1.24M | |
| 2026-Q2 | 建仓 | +$63M | +628.4K | |
| 2026-Q2 | 减仓 | −$37M | −494.5K | |
| 2026-Q2 | 建仓 | +$2M | +15.7K | |
| 2026-Q2 | 加仓 | +$9M | +81.6K | |
| 2026-Q2 | 加仓 | +$13M | +43.3K | |
| 2026-Q2 | 建仓 | +$4M | +37.0K | |
| 2026-Q2 | 减仓 | −$4M | −51.4K | |
| 2026-Q2 | 加仓 | +$305M | +2.79M | |
| 2026-Q2 | 减仓 | −$6M | −22.2K | |
| 2026-Q2 | 加仓 | +$40M | +373.3K | |
| 2026-Q2 | 减仓 | −$72M | −927.2K | |
| 2026-Q2 | 建仓 | +$430M | +4.32M | |
| 2026-Q2 | 减仓 | −$2M | −23.8K | |
| 2026-Q2 | 减仓 | −$6M | −85.7K | |
| 2026-Q2 | 减仓 | −$4M | −139.4K | |
| 2026-Q2 | 加仓 | +$96M | +907.9K | |
| 2026-Q2 | 建仓 | +$107M | +1.08M | |
| 2026-Q2 | 加仓 | +$333M | +3.32M | |
| 2026-Q2 | 建仓 | +$795K | +8.0K | |
| 2026-Q2 | 清仓 | −$108M | −1.40M | |
| 2026-Q2 | 加仓 | +$914K | +6.9K | |
| 2026-06-29 | 加仓 | — | +68.9K | |
| 2026-06-23 | 加仓 | — | +76.2K | |
| 2026-06-15 | 减仓 | — | −51.5K | |
| 2026-05-08 | 加仓 | — | +113.1K | |
| 2026-05-05 | 减仓 | — | −98.9K | |
| 2026-05-04 | 减仓 | — | −99.7K | |
| 2026-04-28 | 加仓 | — | +162.3K | |
| 2026-04-17 | 减仓 | — | −21.7K | |
| 2026-04-01 | 加仓 | — | +15.4K | |
| 2026-Q1 | 加仓 | +$118M | +1.29M | |
| 2026-Q1 | 建仓 | +$1M | +17.2K | |
| 2026-Q1 | 加仓 | +$119M | +1.08M | |
| 2026-Q1 | 加仓 | +$19M | +204.4K | |
| 2026-Q1 | 建仓 | +$44M | +567.3K | |
| 2026-Q1 | 建仓 | +$28M | +364.0K | |
| 2026-Q1 | 加仓 | +$25M | +308.7K | |
| 2026-Q1 | 清仓 | −$21M | −299.9K | |
| 2026-Q1 | 建仓 | +$95M | +1.23M | |
| 2026-Q1 | 建仓 | +$28M | +364.0K | |
| 2026-Q1 | 加仓 | +$10M | +131.5K | |
| 2026-Q1 | 建仓 | +$72M | +930.9K | |
| 2026-Q1 | 加仓 | +$1.92B | +22.94M | |
| 2026-Q1 | 建仓 | +$2M | +26.8K | |
| 2026-Q1 | 建仓 | +$34M | +439.4K | |
| 2026-Q1 | 加仓 | +$14M | +172.7K | |
| 2026-Q1 | 建仓 | +$108M | +1.40M | |
| 2026-03-31 | 加仓 | — | +26.5K | |
| 2026-03-30 | 加仓 | — | +41.8K | |
| 2026-03-03 | 加仓 | — | +77.7K | |
| 2026-02-27 | 加仓 | — | +199.0K | |
| 2026-02-20 | 加仓 | — | +35.6K | |
| 2026-02-04 | 加仓 | — | +31.4K | |
| 2026-02-03 | 加仓 | — | +51.0K | |
| 2026-02-02 | 加仓 | — | +164.4K | |
| 2025-Q4 | 建仓 | +$0 | +0 | |
| 2025-Q4 | 建仓 | +$230M | +3.21M | |
| 2025-Q4 | 加仓 | +$126M | +1.98M | |
| 2025-Q4 | 加仓 | +$35M | +543.2K | |
| 2025-Q4 | 清仓 | −$37M | −270.6K | |
| 2025-Q4 | 清仓 | −$920M | −6.72M | |
| 2025-Q4 | 加仓 | +$575K | +128.4K | |
| 2025-Q4 | 建仓 | +$21M | +299.9K | |
| 2025-Q4 | 清仓 | −$80M | −583.1K | |
| 2025-Q4 | 减仓 | −$109M | −794.2K | |
| 2025-Q4 | 加仓 | +$4M | +4.7K | |
| 2025-12-15 | 加仓 | — | +136.7K | |
| 2025-11-26 | 加仓 | — | +10.3K | |
| 2025-11-25 | 加仓 | — | +396.2K | |
| 2025-11-24 | 加仓 | — | +437.3K | |
| 2025-11-21 | 加仓 | — | +350.7K | |
| 2025-Q3 | 建仓 | +$563M | +4.12M | |
| 2025-Q3 | 减仓 | −$17M | −91.7K | |
| 2025-Q3 | 建仓 | +$37M | +270.6K | |
| 2025-Q3 | 减仓 | −$1.98B | −11.07M | |
| 2025-Q3 | 加仓 | +$5M | +49.9K | |
| 2025-Q3 | 建仓 | +$80M | +583.1K | |
| 2025-Q3 | 加仓 | +$1M | +12.7K | |
| 2025-Q3 | 建仓 | +$110M | +801.7K | |
| 2025-Q3 | 清仓 | −$44M | −267.7K | |
| 2025-Q3 | 建仓 | +$8M | +59.6K | |
| 2025-Q3 | 清仓 | −$12M | −75.7K | |
| 2025-Q3 | 减仓 | −$75M | −447.5K | |
| 2025-08-15 | 加仓 | — | +120.2K | |
| 2025-Q2 | 减仓 | −$5M | −2.35M | |
| 2025-Q2 | 减仓 | −$44M | −1.72M | |
| 2025-Q2 | 加仓 | +$2.37B | +3.39M | |
| 2025-Q2 | 减仓 | −$10M | −542.8K | |
| 2025-Q2 | 建仓 | +$2M | +9.4K | |
| 2025-Q2 | 减仓 | −$12M | −594.1K | |
| 2025-Q2 | 加仓 | +$3.06B | +95.1K | |
| 2025-Q2 | 加仓 | +$10M | +692 | |
| 2025-Q2 | 清仓 | −$6M | −150.0K | |
| 2025-Q2 | 建仓 | +$85M | +520.0K | |
| 2025-06-11 | 减仓 | — | −12.7K | |
| 2025-06-03 | 减仓 | — | −108.3K | |
| 2025-05-27 | 减仓 | — | −58.5K | |
| 2025-05-19 | 减仓 | — | −57.0K | |
| 2025-04-22 | 加仓 | — | +89.7K | |
| 2025-Q1 | 建仓 | +$111M | +3.00M | |
| 2025-Q1 | 建仓 | +$45M | +1.23M | |
| 2025-Q1 | 建仓 | +$70M | +1.88M | |
| 2025-Q1 | 建仓 | +$534M | +14.40M | |
| 2025-Q1 | 建仓 | +$23M | +625.0K | |
| 2025-Q1 | 建仓 | +$32M | +861.8K | |
| 2025-Q1 | 建仓 | +$897M | +24.18M | |
| 2025-Q1 | 建仓 | +$3M | +75.0K | |
| 2025-Q1 | 建仓 | +$6M | +150.0K | |
| 2025-03-31 | 加仓 | — | +98.2K | |
| 2025-03-28 | 加仓 | — | +411.9K |
13G / 13D 大宗申报
超过 5% 门槛的被动/主动申报| 投资人 | 申报日期 | 类型 | 申报仓位 $ | 占比 % |
|---|---|---|---|---|
| NVIDIA Corp | 2026-01-26 | SC 13G/A | — | 11.5% |