Situational Awareness LP 13F Filings

Review quarterly 13F filings for Situational Awareness LP.

Quarterly Filings

Reporting periodFiled
2026-06-302026-08-14
2026-03-312026-05-18
2025-12-312026-02-11
2025-09-302025-11-14
2025-06-302025-08-14
2025-03-312025-05-14
2024-12-312025-02-12

Latest Reported Holdings

CompanyTickerReported value
SANDISK CORPSNDK5673738513
MICRON TECHNOLOGY INCMU5573819392
BLOOM ENERGY CORPBE1898778982
TAIWAN SEMICONDUCTOR MANUFACTSM1265099645
NEBIUS GROUP N.V.—1232894684
COREWEAVE INCCRWV744515203
CORE SCIENTIFIC INC NEWCORZ665556824
STMICROELECTRONICSSTM584344203
APPLIED DIGITAL CORPAPLD469022807
RIOT PLATFORMS INCRIOT468198000
SHARONAI HOLDINGS INCSHAZ456836112
IREN LIMITED—433250547
CLEANSPARK INCCLSK178617822
KEEL INFRASTRUCTURE CORPKEEL151830996
SOLARIS ENERGY INFRAS INCSEI90889306
WHITEFIBER INC—68282760
BITDEER TECHNOLOGIES GROUP—54584072
T1 ENERGY INCTE46452000
BLOOM ENERGY CORPBE44133660
HIVE DIGITAL TECHNOLOGIES LTHIVE33246763

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