Holdings
Situational Awareness LP
As of Jun 30, 2026, Situational Awareness LP reported 20 positions worth US$18.5B. Largest: Sandisk Corporation, Micron Technology, Inc. and Bloom Energy Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 2.5M | US$5.67B | +1.36M | Jun 30, 2026 |
| Micron Technology, Inc. | 4.83M | US$5.57B | +4.81M | Jun 30, 2026 |
| Bloom Energy Corporation | 6.27M | US$1.9B | −213K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.65M | US$1.27B | +2.63M | Jun 30, 2026 |
| Coreweave, Inc. | 7.48M | US$745M | +302K | Jun 30, 2026 |
| Core Scientific, Inc. | 26M | US$666M | no change | Jun 30, 2026 |
| Stmicroelectronics Nv | 7.8M | US$584M | new | Jun 30, 2026 |
| Applied Digital Corporation | 15.4M | US$469M | +1.91M | Jun 30, 2026 |
| Riot Platforms, Inc. | 17.1M | US$468M | +5.6M | Jun 30, 2026 |
| Sharonai Holdings, Inc. | 5.4M | US$457M | +4.6M | Jun 30, 2026 |