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Disclosery

Situational Awareness LP: BTDR position timeline

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

Situational Awareness LP held 3,439,450 BTDR 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 3,439,450 shares
    Change vs previous 13F -3,439,450 shares

    0.27% of the 13F portfolio, value $54,584,072.

    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 6,878,900 shares
    Change vs previous 13F +5,090,900 shares

    0.77% of the 13F portfolio, value $59,502,486.

    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: 3,439,450 shares
    • Situational Awareness LP: 3,439,450 shares

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

  3. period ended2025-12-31
    13F 1,788,000 shares
    Change vs previous 13F +858,400 shares

    0.51% of the 13F portfolio, value $20,043,480.

    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).

  4. period ended2025-09-30
    13F 929,600 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $15,886,864.

    13F-HR 0002045724-25-000008 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).