StockDriftsStockDriftsTop 26 Situational Awareness Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 22.79% | 6.49M | $878.7M | new | $111.19(+143.63%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 18.79% | 1.14M | $724.4M | new | $436.36(+299.90%) | 2026-03-31 | |
| CRWV | COREWEAVE INC | 14.42% | 7.18M | $556.1M | new | $74.54(+9.67%) | 2026-03-31 | |
| IREN | IREN LIMITED | 10.4% | 11.70M | $401.0M | new | $36.02(+7.76%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC NEW | 10.09% | 26.01M | $389.1M | new | $14.76(+45.19%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 8.3% | 13.48M | $320.0M | new | $24.13(+37.01%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 3.69% | 11.50M | $142.2M | new | $12.51(+76.67%) | 2026-03-31 | |
| CLSK | CLEANSPARK INC | 2.71% | 12.28M | $104.5M | new | $9.32(+35.48%) | 2026-03-31 | |
| SEI | SOLARIS ENERGY INFRAS INC | 1.62% | 1.11M | $62.5M | new | $51.24(+31.13%) | 2026-03-31 | |
| TE | T1 ENERGY INC | 1.14% | 10.00M | $43.9M | new | $5.53(+54.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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