account_balance
Investment manager · 13F filer · SEC CIK 2038540
Situational Awareness Partners LP
Reported value$3.86Bas of Mar 31, 2026
Positions26
Top 10 weight94%BE alone is 23%
FiledMay 1848 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
New or addedTrimmedHeld
BE
Bloom Energy Corp
22.8%
SNDK
Sandisk Corp
18.8%
CRWV
Coreweave INC
14.4%
IREN
Iren Limited
10.4%
CORZ
Core Scientific INC New
10.1%
APLD
Applied Digital Corp
8.3%
RIOT
Riot Platforms INC
3.7%
CLSK
Cleanspark INC
2.7%
SEI
Solaris Energy Infras INC
1.6%
TE
1.1%
16 others
6.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.