EdgeMarket › What Situational Awareness Lp reported owning
What Situational Awareness Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
13.7BPositions
42Quarter
2026-03-31Shown below
26largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BE Bloom Energy Corp | 878.7M | 6.4% | 6.5M | 201.45 | +352.6% |
| SNDK Sandisk Corp | 724.4M | 5.3% | 1.1M | 1,596.08 | +3494.8% |
| CRWV CoreWeave, Inc. | 556.1M | 4.1% | 7.2M | 87.85 | -4.0% |
| IREN IREN Ltd | 401.0M | 2.9% | 11.7M | 41.88 | +111.9% |
| CORZ Core Scientific, Inc./tx | 389.1M | 2.8% | 26.0M | 17.81 | +26.5% |
| APLD Applied Digital Corp. | 320.0M | 2.3% | 13.5M | 27.21 | +73.1% |
| RIOT Riot Platforms, Inc. | 142.2M | 1.0% | 11.5M | 19.83 | +58.4% |
| CLSK CLEANSPARK, INC. | 104.5M | 0.8% | 12.3M | 11.98 | +26.2% |
| SEI Solaris Energy Infrastructure, Inc. | 62.5M | 0.5% | 1.1M | 53.28 | +96.2% |
| TE T1 Energy Inc. | 43.9M | 0.3% | 10.0M | 4.42 | +232.3% |
| unmapped CUSIP 09173B107 | 38.8M | 0.3% | 19.9M | — | — |
| BTDR Bitdeer Technologies Group | 29.8M | 0.2% | 3.4M | 11.37 | -12.1% |
| PSIX POWER SOLUTIONS INTERNATIONAL, INC. | 26.3M | 0.2% | 432.3K | 36.43 | -54.9% |
| WYFI WhiteFiber, Inc. | 20.9M | 0.2% | 1.8M | 20.72 | +23.9% |
| AMD ADVANCED MICRO DEVICES INC | 20.2M | 0.1% | 99.1K | 473.25 | +186.5% |
| BW Babcock & Wilcox Enterprises, Inc. | 19.9M | 0.1% | 1.4M | 8.28 | +459.5% |
| SHAZ SharonAI Holdings Inc. | 18.1M | 0.1% | 796.1K | 59.07 | — |
| PUMP ProPetro Holding Corp. | 13.1M | 0.1% | 910.3K | 11.33 | +143.1% |
| SMH VanEck Semiconductor ETF | 10.3M | 0.1% | 26.9K | 560.42 | +93.9% |
| INTC INTEL CORP | 8.9M | 0.1% | 202.3K | 90.07 | +282.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.6M | 0.1% | 22.4K | 418.95 | +83.3% |
| HIVE HIVE Digital Technologies Ltd. | 6.4M | 0.0% | 3.4M | 3.03 | +26.2% |
| ASML ASML HOLDING NV | 6.1M | 0.0% | 4.6K | 1,763.76 | +135.3% |
| MU MICRON TECHNOLOGY INC | 5.9M | 0.0% | 17.4K | 966.78 | +724.8% |
| GLW CORNING INC /NY | 718.3K | 0.0% | 5.3K | 149.84 | +132.0% |
| NVDA NVIDIA CORP | 497.9K | 0.0% | 2.9K | 214.72 | +22.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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