Position in CRWV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,421,829
+$235,996 QoQ
Shares Held
14,284
-6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#386
of 960 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)
Derivatives in CRWV
reported options exposure · as of Mar 31, 2026CallValue
$23,241
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Advisor Group, LLC holds $35,359,997 across 11 Software - Infrastructure names. CRWV ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,915 | $16,008,153 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,671 | $11,628,615 | |
| 3 | CRWV |
CoreWeave, Inc.
This page
|
14,284 | $1,421,829 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,083 | $1,392,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,220 | $1,377,467 | |
| 6 | ORCL |
Oracle Corp
|
5,309 | $778,033 | |
| 7 | NET |
Cloudflare, Inc.
|
3,111 | $763,066 | |
| 8 | NTAP |
NetApp, Inc.
|
3,671 | $568,123 |
All Filings in CRWV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,829 | 14,284 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,185,833 | 15,307 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $23,241 | 300 | Call | Sole | 2026-04-17 | |
| 2025-12-31 | $327,114 | 4,568 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $360,873 | 2,637 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||