← Top Holdings
CRWVCOREWEAVE INC
CUSIP: 21873S108
4
Guru Owners
$833.1M
Total Value Held
10.8M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Situational Awareness LP | 7177919 | $556.1M | 4.07% | $77.47 | Q1 2026 | |
| Situational Awareness LP | 1814500 | $140.6M | 1.03% | $77.47 | Q1 2026 | |
| Viking Global Investors | 1397438 | $108.3M | 0.30% | $77.47 | Q1 2026 | |
| Bridgewater Associates | 364025 | $28.2M | 0.13% | $77.47 | Q1 2026 |
📊 Fundamentals
Market Cap$45.6B
Forward P/E-71.5x
EPS (TTM)$-2.72
Revenue (TTM)$6.2B
Profit Margin-25.57%
52-Week Range
$63.80
$156.47
Current: $83.53
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '264 owners · $833.1M
Q4 '252 owners · $1.21B
SOLDPhilippe Laffont
SOLDRay Dalio
Q3 '255 owners · $2.03B
SOLDLee Ainslie
Q2 '252 owners · $2.95B
Q1 '252 owners · $566.0M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
98%analyst est. 97.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -137.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
CRWV: Held by 4 superinvestors · 5 congress member trades
$15,001 - $50,0002025-12-11
$1,001 - $15,0002025-10-10
$1,001 - $15,0002025-10-09
$1,001 - $15,0002025-08-19
$1,001 - $15,0002025-06-06