Ardmore Road Asset Management LP

Position in CRWV — CoreWeave, Inc.

CIK 1835730 WESTPORT, CT

Position in CRWV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,269,493

-$9,922,477 QoQ

Shares Held

173,493

-50.6% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#121

of 963 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $150,010,347 across 5 Software - Infrastructure names. CRWV ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTNX	Nutanix, Inc.	865,400	$44,100,784
2	MSFT	Microsoft Corp	117,300	$43,755,246
3	MDB	MongoDB, Inc.	113,960	$38,279,164
4	CRWV	CoreWeave, Inc. This page	173,493	$17,269,493
5	FTNT	Fortinet, Inc.	43,000	$6,605,660

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,269,493	173,493	-50.6%	Shares	Sole	2026-08-14
2026-03-31	$27,191,970	351,000	+3410.0%	Shares	Sole	2026-05-15
2025-12-31	$716,100	10,000	-97.1%	Shares	Sole	2026-02-17
2025-09-30	$47,897,500	350,000	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.