13F-HR filed by Situational Awareness LP
Situational Awareness LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 26 holding rows worth $20,242,292,228.
- Accession
- 0000935836-26-000418
- Filer
- CIK 2045724
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 26 entries on the cover page, a total value of $20,242,292,228 stated on the cover page (in dollars after the unit check, H1), rows summing to $20,242,292,228 with VALUE read as dollars as filed, 13F file number 028-24925. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SanDisk Corporation | 80004C200 | COM | 2,495,344 | $5,673,738,513 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4,828,786 | $5,573,819,392 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 6,272,808 | $1,898,778,982 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,649,035 | $1,265,099,645 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 4,464,260 | $1,232,894,684 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 7,479,558 | $744,515,203 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 26,008,473 | $665,556,824 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 7,802,700 | $584,344,203 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 15,384,616 | $469,022,807 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 17,100,000 | $468,198,000 | dollars as filed | |
| SHARONAI HOLDINGS INC | 778920306 | COMMON STOCK | 5,396,127 | $456,836,112 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 9,474,099 | $433,250,547 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 12,276,139 | $178,617,822 | dollars as filed | |
| KEEL INFRASTRUCTURE CORP | 486917107 | COMMON STOCK | 26,451,393 | $151,830,996 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 1,129,621 | $90,889,306 | dollars as filed | |
| WHITEFIBER INC | G96115103 | COMMON STOCK | 1,757,600 | $68,282,760 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 3,439,450 | $54,584,072 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 4,900,000 | $46,452,000 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 145,800 | $44,133,660 | dollars as filed | call |
| HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 433921103 | Stock | 9,133,726 | $33,246,763 | dollars as filed | |
| BABCOCK & WILCOX ENTERPRISES | 05614L209 | COM | 2,027,451 | $28,587,059 | dollars as filed | |
| PROPETRO HLDG CORP | 74347M108 | COM | 1,960,382 | $28,111,878 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 50,000 | $23,878,500 | dollars as filed | call |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 375,000 | $20,167,500 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 500,000 | $5,245,000 | dollars as filed | put |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 10,000 | $2,210,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000418 | this filing | 2026-08-14 | acceptance time not in the bulk data set |