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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Situational Awareness Partners LP reports $13.68B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are BE (22.8%), SNDK (18.8%) and CRWV (14.4%). The top 20 holdings account for 99.3% of reported assets. Figures reflect the Q1 2026 filing.
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Holdings on this page are parsed from Situational Awareness Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2038540). View Situational Awareness Partners LP’s 13F filings on SEC