CoreWeave (CRWV) Stock Concentration Calculator
Calculator · free · no signup · CRWVQuantify CoreWeave concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About CoreWeave
CoreWeave (CRWV) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in Livingston, NJ. IPO'd Mar 28, 2025.
Last close: $117.03 per share (as of 2026-06-17).
AI cloud.
Equity grants at CoreWeave typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructure to AI developers and enterprises, and also develops its own chip management software.
Source: Wikipedia (CC BY-SA 4.0)
Founders Michael Intrator, Brian Venturo, and Brannin McBee started the business in 2017 as Atlantic Crypto, mining Ethereum on Nvidia GPUs. After the 2018 crypto downturn left the hardware idle, they rebranded to CoreWeave in 2019 and rented the fleet to machine-learning researchers. Headquartered in Roseland, New Jersey, the company now rents Nvidia H100, H200, and GB200 capacity through 32+ data centers. Microsoft drove 62% of 2024 revenue, and a March 2025 OpenAI contract reached $11.9 billion. Nvidia is both investor and supplier. CoreWeave listed on Nasdaq as CRWV on March 28, 2025 at $40.
Sources: en.wikipedia.org · fastcompany.com · coreweave.com
Equity comp at CoreWeave
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by CoreWeave.
If a meaningful share of your net worth sits in CRWV, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with CRWV's option-implied volatility.
Example: 5,000 CRWV shares at $117.03 is a $585,150 position. A 30% drawdown costs $175,545; a 50% drawdown costs $292,575; a 70% drawdown costs $409,605. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using CRWV's option-implied volatility and your cost basis.
All CoreWeave tools → · Use the generic Stock Concentration Calculator for any company.
CoreWeave equity questions
- How much CRWV stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your CRWV position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does CoreWeave grant ISOs, NSOs, or RSUs?
- Equity compensation at CoreWeave typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the CoreWeave IPO lockup expire?
- CoreWeave (CRWV) went public on March 28, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around September 24, 2025. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do CoreWeave RSUs use double-trigger vesting?
- No. CoreWeave restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your CoreWeave equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.