Situational Awareness LP

Situational Awareness LP is a Hedge Fund / Adviser institutional filer with the SEC under CIK 2045724. The firm reports $3.9B in assets under management across 26 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-03-30.

• State of incorporation: CA
• Filing type: 13F-HR
• Latest reporting period: 2026-03-30T22:00:00.000Z
• Last filed: 2026-05-16

Top 10 portfolio positions

The largest reported holdings in Situational Awareness LP's most recent 13F filing, ranked by reported market value.

1. BLOOM ENERGY CORP (BE) — $878.7M
2. SANDISK CORP (SNDK) — $724.4M
3. COREWEAVE INC (CRWV) — $556.1M
4. IREN LIMITED (IREN) — $401.0M
5. CORE SCIENTIFIC INC NEW (CORZ) — $389.1M
6. APPLIED DIGITAL CORP (APLD) — $320.0M
7. RIOT PLATFORMS INC (RIOT) — $142.2M
8. CLEANSPARK INC (CLSK) — $104.5M
9. SOLARIS ENERGY INFRAS INC (SEI) — $62.5M
10. T1 ENERGY INC (TE) — $43.9M