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Disclosery

Situational Awareness LP: SNDK position timeline

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

Situational Awareness LP held 2,495,344 SNDK 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 2,495,344 shares
    Change vs previous 13F +215,106 shares

    28.13% of the 13F portfolio, value $5,673,738,513.

    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 2,280,238 shares
    Change vs previous 13F +1,226,038 shares

    18.79% of the 13F portfolio, value $1,448,726,410.

    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: 1,140,119 shares
    • Situational Awareness LP: 1,140,119 shares

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

  3. period ended2025-12-31
    13F 1,054,200 shares
    Change vs previous 13F +939,200 shares

    6.39% of the 13F portfolio, value $250,245,996.

    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 115,000 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $12,903,000.

    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).