Position in CRWV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$548,177
-$3,291 QoQ
Shares Held
7,076
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SFMG, LLC holds $32,014,570 across 7 Software - Infrastructure names. CRWV ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,905 | $22,545,203 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,667 | $5,718,133 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,871 | $2,614,169 | |
| 4 | CRWV |
CoreWeave, Inc.
This page
|
7,076 | $548,177 | |
| 5 | ORCL |
Oracle Corp
|
2,845 | $418,527 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
22,200 | $90,132 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
822 | $80,229 |
All Filings in CRWV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $548,177 | 7,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $551,468 | 7,701 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $673,302 | 4,920 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||