Nebius (NBIS) vs. CoreWeave (CRWV): Which Neocloud Stock Has the Stronger Earnings Outlook?
The latest earnings reports from Nebius Group ($NBIS) and CoreWeave ($CRWV) have reinforced the strong demand for AI cloud infrastructure, but the ...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Thames Capital Management Jay Genzer | 132,768 | $36,666,539 | 3.02% | |
| 2. | 88,000 | $24,302,960 | +166% | 0.09% | |
| 3. | Walleye Capital Will England | 79,504 | $21,956,620 | +115% | 0.08% |
| 4. | FirstWave Capital Management Jonah Lupton | 44,645 | $12,329,610 | -51% | 5.44% |
| 5. | AnglePoint Asset Management Jie Liu | 39,785 | $10,987,423 | 7.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $262.09 | 100 | $26,209.00 | 428,098 | 2026-06-15 | Filing | |
| $260.76 | 900 | $234,684.00 | 428,198 | 2026-06-15 | Filing | |
| $259.45 | 606 | $157,226.70 | 429,098 | 2026-06-15 | Filing | |
| $257.54 | 100 | $25,754.00 | 429,704 | 2026-06-15 | Filing | |
| $255.03 | 200 | $51,006.00 | 429,804 | 2026-06-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,531,270 | $3,184,590,799 | 0.05% | |
| 2. | 4,069,875 | $1,123,977,379 | 0.03% | |
| 3. | 3,983,899 | $1,100,233,339 | 0.66% | |
| 4. | 3,995,496 | $1,043,424,043 | 0.06% | |
| 5. | 3,664,762 | $1,012,097,322 | 100% |