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What smart money is saying about CoreWeaveUnited States flag

CRWV · Technology · Software - Infrastructure · Market cap $41.36B

1 fund in our archive has pitched CoreWeave — most recently Liontrust GF Global Innovation Fund in March 2025.

Company profile

CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company builds the infrastructure that supports compute workloads for enterprises. Its products include GPU compute, CPU compute, storage services, networking services, managed services, and virtual and bare metal servers. Additionally, its platform offers a fleet lifecycle controller, node lifecycle controller, tensorizer, and observability. The company's services also include VFX and rendering, AI model training, AI interference, and mission control. CoreWeave, Inc. was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.

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Letters

Also mentioned · 3

These funds discuss CoreWeave — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedHotchkis & Wiley Value Opportunities
    June 2026
    The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.
    Read the letterCoreWeave
  • MentionedHotchkis & Wiley Large Cap Fundamental Value
    June 2026
    The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.
    Read the letterCoreWeave
  • MentionedHotchkis & Wiley Large Cap Disciplined Value
    June 2026
    The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.
    Read the letterCoreWeave

Fund coverage · 1 thesis

  • Liontrust GF Global Innovation Fund
    March 2025

    CoreWeave is a rapidly growing next-gen cloud provider for generative AI, significantly outperforming expectations and securing major enterprise contracts while poised for substantial earnings growth.

    Read the full thesis

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