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Disclosery

Situational Awareness LP: BE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Situational Awareness LP on BE, newest first. How the timeline and the estimate are built.

Situational Awareness LP held 6,272,808 BE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,272,808 shares
    Change vs previous 13F -6,698,008 shares

    9.41% of the 13F portfolio, value $1,898,778,982.

    13F-HR 0000935836-26-000418 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,970,816 shares
    Change vs previous 13F +2,894,794 shares

    22.79% of the 13F portfolio, value $1,757,415,860.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 6,485,408 shares
    • Situational Awareness LP: 6,485,408 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,076,022 shares
    Change vs previous 13F not available

    22.37% of the 13F portfolio, value $875,505,552.

    13F-HR 0002045724-26-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).