StockDriftsStockDriftsTop 26 Situational Awareness Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 22.79% | 6.49M | $878.7M | -35.64%(-3.59M) | $76.21(+262.11%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 18.79% | 1.14M | $724.4M | +8.15%(+85.92K) | $184.82(+661.62%) | 2026-03-31 | |
| CRWV | COREWEAVE INC | 14.42% | 7.18M | $556.1M | +17.69%(+1.08M) | $106.72(+0.54%) | 2026-03-31 | |
| IREN | IREN LIMITED | 10.4% | 11.70M | $401.0M | +34.46%(+3.00M) | $21.71(+143.83%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC NEW | 10.09% | 26.01M | $389.1M | -9.56%(-2.75M) | $15.42(+57.00%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 8.3% | 13.48M | $320.0M | +18.87%(+2.14M) | $16.32(+160.77%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 3.69% | 11.50M | $142.2M | +86.49%(+5.33M) | $14.09(+66.72%) | 2026-03-31 | |
| CLSK | CLEANSPARK INC | 2.71% | 12.28M | $104.5M | +648.36%(+10.64M) | $9.72(+34.94%) | 2026-03-31 | |
| SEI | SOLARIS ENERGY INFRAS INC | 1.62% | 1.11M | $62.5M | -40.77%(-760.95K) | $37.52(+109.42%) | 2026-03-31 | |
| TE | T1 ENERGY INC | 1.14% | 10.00M | $43.9M | new | $5.53(+2.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +44.81% | +203.69% |
| Top 20 Holdings Unweighted | +86.29% | +546.50% |
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