13F Filings History of Situational Awareness LP

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$2,156,621,362
Signature - Title
Christopher Zellner - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Situational Awareness LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Situational Awareness LP reported 19 stock holdings with total value $2,156,621,362 as of Q3 2025. Top holdings included CRWV, CORZ, IREN, VST, and APLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 19 $2,156,621,362 +$1,257,827,278 -$494,104,170 +$763,723,108 CRWV, CORZ, IREN, VST, APLD 13F-HR 14 Nov 2025, 17:10
Q2 2025 7 $1,099,647,394 +$521,015,963 -$201,261,513 +$319,754,450 AVGO, VST, CORZ, EQT, CEG 13F-HR 14 Aug 2025, 13:54
Q1 2025 11 $545,976,373 +$443,404,860 -$138,511,350 +$304,893,510 AVGO, ONTO, VST, MOD, EQT 13F-HR 14 May 2025, 15:14
Q4 2024 6 $254,813,765 $0 $0 $0 MRVL, VST, VRT, TLN, CEG 13F-HR 11 Feb 2025, 17:58