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Situational Awareness LP

Position in CRWV — CoreWeave, Inc.

CIK 2045724 SAN FRANCISCO, CA

Position in CRWV

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$556,073,384
+$119,337,457 QoQ
Shares Held
7,177,919
+17.7% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
14.46%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in CRWV Over Time

Shares Held

Position Value (USD)

Derivatives in CRWV

reported options exposure · as of Mar 31, 2026
CallValue
$140,569,315
CallShares
1,814,500
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 Mar 31, 2026

Situational Awareness LP holds $945,160,140 across 2 Software - Infrastructure names. CRWV ranks #1 (58.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRWV
CoreWeave, Inc.
This page
7,177,919 $556,073,384

All Filings in CRWV

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $140,569,315 1,814,500
2026-03-31 $556,073,384 7,177,919
2025-12-31 $774,426,345 10,814,500
2025-12-31 $436,735,927 6,098,812
2025-09-30 $563,200,153 4,115,456
2025-09-30 $191,590,000 1,400,000
2025-09-30 $316,739,325 2,314,500
2025-03-31 $45,423,000 1,225,000