CIK 2045724
Situational Awareness LP
Institutional 13F holdings & portfolio
Holdings
25
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–25 of 25
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 10.1M | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 1.3M | $1M+ | SH |
| CRWV | COREWEAVE INC | 6.1M | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 28.8M | $1M+ | SH |
| IREN | IREN LIMITED | 8.7M | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 11.3M | $1M+ | SH |
| SNDK | SANDISK CORP | 1.1M | $1M+ | SH |
| CIFR | CIPHER MINING INC | 10.5M | $1M+ | SH |
| EQT | EQT CORP | 2.5M | $1M+ | SH |
| COHR | COHERENT CORP | 480K | $1M+ | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 1.9M | $1M+ | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 723K | $1M+ | SH |
| RIOT | RIOT PLATFORMS INC | 6.2M | $1M+ | SH |
| KRC | KILROY RLTY CORP | 1.3M | $1M+ | SH |
| HUT | HUT 8 CORP | 860K | $1M+ | SH |
| WYFI | WHITEFIBER INC | 1.8M | $1M+ | SH |
| PSIX | POWER SOLUTIONS INTL INC | 432K | $1M+ | SH |
| BTDR | BITDEER TECHNOLOGIES GROUP | 1.8M | $1M+ | SH |
| CLSK | CLEANSPARK INC | 1.6M | $1M+ | SH |
| BITF | BITFARMS LTD | 6.9M | $1M+ | SH |
| LBRT | LIBERTY ENERGY INC | 567K | $1M+ | SH |
| INFY | INFOSYS LTD | 500K | $1M+ | SH (Put) |
| PUMP | PROPETRO HLDG CORP | 910K | $1M+ | SH |
| BW | BABCOCK & WILCOX ENTERPRISES | 1.4M | $1M+ | SH |
| INTC | INTEL CORP | 1 | <$1K | SH |