Situational Awareness Partners LP
Last filed May 18, 2026
$13.7B
25
26.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 BE | $879M | 6.42% | 2.31% | New | Q1 2026 |
 SNDK | $724M | 5.30% | 0.77% | New | Q1 2026 |
 CRWV | $556M | 4.07% | Not reported | New | Q1 2026 |
 IREN | $401M | 2.93% | 3.52% | New | Q1 2026 |
 CORZ | $389M | 2.84% | 8.21% | New | Q1 2026 |
 APLD | $320M | 2.34% | 4.72% | New | Q1 2026 |
 RIOT | $142M | 1.04% | 3.04% | New | Q1 2026 |
 CLSK | $104M | 0.76% | 4.78% | New | Q1 2026 |
 SEI | $62.5M | 0.46% | Not reported | New | Q1 2026 |
 TE | $43.9M | 0.32% | 3.58% | New | Q1 2026 |
 BTDR | $29.8M | 0.22% | 1.46% | New | Q1 2026 |
 PSIX | $26.3M | 0.19% | 1.88% | New | Q1 2026 |
 WYFI | $20.9M | 0.15% | 4.55% | New | Q1 2026 |
 AMD | $20.2M | 0.15% | 0.01% | New | Q1 2026 |
 BW | $19.9M | 0.15% | 1.00% | New | Q1 2026 |
 SHAZ | $18.1M | 0.13% | Not reported | New | Q1 2026 |
 PUMP | $13.1M | 0.10% | 0.75% | New | Q1 2026 |
 SMH | $10.3M | 0.08% | Not reported | New | Q1 2026 |
 INTC | $8.93M | 0.07% | 0.00% | New | Q1 2026 |
 TSM | $7.58M | 0.06% | 0.00% | New | Q1 2026 |
 HIVE | $6.44M | 0.05% | 2.05% | New | Q1 2026 |
 ASML | $6.12M | 0.04% | 0.00% | New | Q1 2026 |
 MU | $5.87M | 0.04% | 0.00% | New | Q1 2026 |
 GLW | $718K | 0.01% | 0.00% | New | Q1 2026 |
 NVDA | $498K | 0.00% | 0.00% | New | Q1 2026 |