account_balance
Investment manager · 13F filer · SEC CIK 2038540
Situational Awareness Partners LP
Reported value$3.86Bas of Mar 31, 2026
Positions26
Top 10 weight93.9%BE alone is 23%
FiledMay 1848 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
BEBloom Energy Corp
22.8%
SNDKSandisk Corp
18.8%
CRWVCoreweave Inc
14.4%
IRENIren Limited
10.4%
CORZCore Scientific Inc New
10.1%
APLDApplied Digital Corp
8.3%
RIOTRiot Platforms Inc
3.7%
CLSKCleanspark Inc
2.7%
SEI1.6%TE1.1%Bitfarms Ltd1.0%
BTDRBEBloom Energy Corp
22.8%
SNDKSandisk Corp
18.8%
CRWVCoreweave Inc
14.4%
IRENIren Limited
10.4%
CORZ10.1%APLD8.3%RIOT3.7%CLSK2.7%SEITEBitfarms Ltd
BTDRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BE Bloom Energy Corp 22.8% SNDK Sandisk Corp 18.8% CRWV Coreweave Inc 14.4% IREN Iren Limited 10.4% CORZ Core Scientific Inc New 10.1% APLD Applied Digital Corp 8.3% RIOT Riot Platforms Inc 3.7% CLSK Cleanspark Inc 2.7% SEI Solaris Energy Infras Inc 1.6% TE T1 Energy Inc 1.1%
Bitfarms Ltd 1.0%
BTDR Bitdeer Technologies Group 0.8%