Situational Awareness LP
13F Portfolio Filings
Most recent 13F Q1 2026Location san francisco, CACIK 0002045724All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
42 | $13.68B | SMH, NVDA, ORCL, AVGO | 13F-HR | May 18, 2026 | 000204572426000008 | ||
29 | $5.52B | BE, COREWEAVE INC, 1848782D, LITE | 13F-HR | Feb 11, 2026 | 000204572426000002 | ||
28 | $4.14B | 1848782D, COREWEAVE INC, CORZ, IREN LIMITED | 13F-HR | Nov 14, 2025 | 000204572425000008 | ||
9 | $2.12B | SMH, 1848782D, AVGO, VST | 13F-HR | Aug 14, 2025 | 000204572425000006 | ||
12 | $1.01B | 1848782D, AVGO, ONTO, VST | 13F-HR | May 14, 2025 | 000204572425000002 | ||
6 | $254.81M | MRVL, VST, VRT, TLN | 13F-HR | Feb 11, 2025 | 000093583625000120 |