Situational Awareness LP

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$2.16B
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 $2.16B 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 Date Filed
Q3 2025 19 $2.16B +$1.26B -$494M +$764M CRWV, CORZ, IREN, VST, APLD 13F-HR 11/14/2025, 05:10 PM
Q2 2025 7 $1.1B +$521M -$201M +$320M AVGO, VST, CORZ, EQT, CEG 13F-HR 8/14/2025, 01:54 PM
Q1 2025 11 $546M +$443M -$139M +$305M AVGO, ONTO, VST, MOD, EQT 13F-HR 5/14/2025, 03:14 PM
Q4 2024 6 $255M $0 $0 MRVL, VST, VRT, TLN, CEG 13F-HR 2/11/2025, 05:58 PM