Position in CRWV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$710,815
+$162,638 QoQ
Shares Held
7,141
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#489
of 965 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026SFMG, LLC holds $39,601,273 across 9 Software - Infrastructure names. CRWV ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
61,296 | $22,864,633 | |
| 2 | PANW |
Palo Alto Networks Inc
|
34,942 | $11,915,920 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,278 | $2,132,494 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,800 | $724,983 | |
| 5 | CRWV |
CoreWeave, Inc.
This page
|
7,141 | $710,815 | |
| 6 | ORCL |
Oracle Corp
|
3,825 | $560,553 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,253 | $346,105 | |
| 8 | NUAI |
New ERA Energy & Digital, Inc.
|
54,196 | $345,770 |
All Filings in CRWV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,815 | 7,141 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||