Notify me when Situational Awareness LP files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |