NVIDIA Adds $1.92B of CoreWeave. The Rest of the AI Stack Follows.
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: the AI trade in Q1 2026 is not only NVDA equity — NVIDIA Corp itself shows a large add in CoreWeave (CRWV) (~+$1.92B), while manager-entry counts light up MU, SNDK, TSM, ASML, LITE, and GLW.
0001045810-26-000042. The connecting narrative is AI-assisted interpretation for readability — not investment advice.
NVIDIA Corp’s CoreWeave print
On QuantyFight’s dollar-increase leaderboard, NVIDIA Corp (CIK 1045810) ranks #2 with a CRWV add of roughly +$1.92B (+22,935,780 shares; prior ~24.28M → ~47.21M). Disclosed-AUM impact on that movement row is about +7.62%.
NVIDIA Corp × CRWV — position change
| Field | Prior | Q1 2026 | Change |
|---|---|---|---|
| Shares | 24,277,573 | 47,213,353 | +22,935,780 |
| Dollar move | — | +$1.92B | |
| AUM % impact | — | +7.62% | |
| Sector | Technology · Computer Software: Prepackaged Software | ||
Source: QuantyFight dollar-movers · CRWV
Where new managers entered the stack
QuantyFight’s managers-entering KPI (hedge-flagged) is a clean way to see breadth of new interest beyond a single mega add:
Managers entering — AI-adjacent names
| Ticker | Name | Managers entering | Sector label |
|---|---|---|---|
| MU | Micron | 43 | Technology |
| NVDA | NVIDIA Corp | 38 | Technology |
| TSM | Taiwan Semiconductor ADR | 31 | Technology |
| SNDK | SanDisk | 30 | Technology |
| LITE | Lumentum | 25 | Telecommunications* |
| ASML | ASML Holding ADR | 21 | Technology |
| GLW | Corning | 21 | Industrials* |
*Sector labels follow QuantyFight’s classification on the KPI row.
Dollar adds around memory, optics, foundries
Beyond entries, the hedge dollar-increase leaderboard shows WT Asset Management among the larger prints in SNDK (~+$0.48B) and LITE (~+$798M), Tiger Global adding TSM (~+$799.5M), and related optical names such as COHR.
Sample AI-adjacent $ increases (hedge leaderboard)
| Manager | Ticker | $ move | AUM % impact |
|---|---|---|---|
| NVIDIA Corp | CRWV | +$1.92B | +7.62% |
| WT Asset Management | SNDK | +$0.48B | +13.70% |
| Tiger Global | TSM | +$799.5M | +2.91% |
| WT Asset Management | LITE | +$798.0M | +10.04% |
| WT Asset Management | COHR | +$792.5M | +9.97% |
How to map the stack on QuantyFight
- Start on Hedge movement — sort dollar increases and scan CRWV, SNDK, TSM, LITE.
- Open managers-entering leaders for MU / SNDK / ASML / GLW breadth.
- Use Sectors Technology filters and ticker pages for holder context.
- Ask follow-ups in Ask.