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Situational Awareness LP

HistoryStock% of PortfolioRecent ActivitySharesReported Price*ValueCurrent Price+/- Reported Price52 Week Low52 Week High
BE - Bloom Energy Corp15.87%Buy10,076,022$86.89$875,505,552$135.63+56.09%$15.15$180.90
LITE - LUMENTUM HLDGS INC8.68%Buy1,298,400$368.59$478,577,256$826.88+124.34%$47.05$827.56
CRWV - COREWEAVE INC7.92%Add 48.19%6,098,812$71.61$436,735,927$82.24+14.84%$33.52$187.00
CORZ - CORE SCIENTIFIC INC NEW7.59%Add 42.50%28,756,478$14.56$418,694,320$16.23+11.47%$6.20$23.63
Q4982L109 - IREN LIMITED5.96%Add 20.50%8,700,621$37.77$328,622,455
APLD - APPLIED DIGITAL CORP5.04%Add 86.99%11,339,060$24.52$278,033,751$24.56+0.16%$3.31$42.27
SNDK - Sandisk Corp4.54%Add 816.70%1,054,200$237.38$250,245,996$701.59+195.56%$27.89$777.60
CIFR - CIPHER MINING INC2.80%Buy10,469,093$14.76$154,523,813$12.82-13.14%$1.86$25.52
EQT - EQT CORP2.41%Add 103.90%2,482,225$53.60$133,047,260
COHR - COHERENT CORP1.61%Add 211.08%480,300$184.57$88,648,971$258.16+39.87%$47.71$300.20
SEI - Solaris Energy Infras Inc1.56%Add 62.26%1,866,500$45.97$85,803,005$55.80+21.38%$14.27$70.17
M87915274 - TOWER SEMICONDUCTOR LTD1.54%Add 53.63%723,004$117.42$84,895,130
RIOT - RIOT PLATFORMS INC1.42%Add 71.67%6,167,700$12.67$78,144,759
KRC - KILROY RLTY CORP0.90%Buy1,327,700$37.37$49,616,149
HUT - HUT 8 CORP0.72%Add 43.61%860,200$45.94$39,517,588
G96115103 - WHITEFIBER INC0.50%Buy1,757,600$15.80$27,770,080
PSIX - POWER SOLUTIONS INTL INC0.45%Buy432,300$57.14$24,701,622
G11448100 - BITDEER TECHNOLOGIES GROUP0.36%Add 92.34%1,788,000$11.21$20,043,480
CLSK - CLEANSPARK INC0.30%Buy1,640,400$10.12$16,600,848$8.79-13.14%$6.45$23.61
BITF - BITFARMS LTD0.29%Buy6,897,100$2.35$16,208,185$1.98-15.74%$0.67$6.60
LBRT - LIBERTY ENERGY INC0.19%Buy567,200$18.46$10,470,512
PUMP - PROPETRO HLDG CORP0.16%Buy910,300$9.51$8,656,953
BW - BABCOCK & WILCOX ENTERPRISES0.16%Buy1,353,900$6.34$8,583,726
INTC - INTEL CORP0.00%Buy1$37.00$37
24 visible rowsPrice data as of Apr 2, 2026

* Reported price is computed as filing value divided by reported shares.