Situational Awareness LP: 13F holdings
CIK 20457242026Q2
| Positions | 24 |
|---|
| Reported value | $20.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 24 (-5 vs prior quarter) |
|---|
| Reported value | $20.2bn (+48.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 2,495,344 | $5.7bn | 28.0% |
| MU MICRON TECHNOLOGY INC | 4,828,786 | $5.6bn | 27.5% |
| BE BLOOM ENERGY CORP | 6,272,808 | $1.9bn | 9.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2,649,035 | $1.3bn | 6.2% |
| NBIS NEBIUS GROUP N.V. | 4,464,260 | $1.2bn | 6.1% |
| CRWV COREWEAVE INC | 7,479,558 | $744.5m | 3.7% |
| CORZ CORE SCIENTIFIC INC NEW | 26,008,473 | $665.6m | 3.3% |
| STM STMICROELECTRONICS | 7,802,700 | $584.3m | 2.9% |
| APLD APPLIED DIGITAL CORP | 15,384,616 | $469.0m | 2.3% |
| RIOT RIOT PLATFORMS INC | 17,100,000 | $468.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045724")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples