What smart money is saying about CoreWeave
1 fund in our archive has pitched CoreWeave — most recently Liontrust GF Global Innovation Fund in March 2025.
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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Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in CoreWeave — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- July 2026
“The Fund subsequently took some sales on strength in early August as the market continued to rally in the first couple of trading days of the month. We closed our small short position in CoreWeave Inc. unsecured bonds in mid-July, covering our short more than six points lower than our last sale in June. If we had waited another week or two this trade would have been even more profitable.”
CoreWeave - June 2026
“Trading activity Having bought dislocation in the first quarter, we spent the second selling strength. Five of the quarter’s ten largest contributors were exited outright: SK Hynix, SanDisk, Applied Materials, Credo and Ciena, the last having doubled over the half year. The other five were reduced, among them Broadcom, Arm and Elite Material, and we also exited the first quarter’s standouts Lumentum and Vertiv, plus CoreWeave and Constellation Energy, alongside AppLovin, Newmont, Robinhood, SoFi and Upstart. With Boston Scientific, Shopify and Mercadolibre discussed above, the quarter’s dealing totalled seventeen positions sold and seventeen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
CoreWeave - June 2026
“The other five were reduced, among them Broadcom, Arm and Elite Material, and we also exited the first quarter’s standouts Lumentum and Vertiv, plus CoreWeave and Constellation Energy, alongside AppLovin, Newmont, Robinhood, SoFi and Upstart.”
CoreWeave
Also mentioned · 4
These funds discuss CoreWeave — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHotchkis & Wiley Value OpportunitiesJune 2026
“The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.”
CoreWeave - June 2026
“The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.”
CoreWeave - June 2026
“The big spenders are Alphabet, Amazon, Meta, Microsoft, Oracle, CoreWeave, Nebius, and SpaceX.”
CoreWeave - MentionedNexPoint Event Driven FundDecember 2025
“Notable examples include Nvidia’s intent to invest up to $100 billion in OpenAI, predicated on expectations that OpenAI will power additional data centers using Nvidia chips, and Nvidia’s $6.3 billion agreement to purchase unused data center capacity from CoreWeave, a company in which Nvidia holds a 7% equity stake and to which it also supplies semiconductors.”
CoreWeave
Fund coverage · 1 thesis
- Liontrust GF Global Innovation FundMarch 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.
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