Andreas Halvorsen's Viking Global has completely sold off its position in CoreWeave Inc., a prominent AI-focused cloud infrastructure company. The firm divested all 1.40 million shares it held, which were valued at approximately $108.26 million at the end of the first quarter. This move marks a notable exit from a key player in the high-demand market for specialized AI computing power.
The trade was disclosed in a quarterly 13F filing with the SEC, which reveals positions held as of June 30, 2026. These filings are backward-looking and don't state the exact date or price of the transactions. While Viking Global exited, other firms like Appaloosa Management established new positions in CoreWeave during the same period, indicating differing institutional views on the AI infrastructure sector.