SITUATIONAL AWARENESS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 20.18M | $362.04M |
 | IREN | 7.22M | $338.85M |
 | APLD | 6.06M | $139.11M |
 | CRWV | 4.12M | $563.20M |
 | RIOT | 3.59M | $68.37M |
 | GLXY | 2.74M | $92.55M |
 | VST | 1.29M | $252.33M |
 | EQT | 1.22M | $66.26M |
 | SEI | 1.15M | $45.98M |
 | BTDR | 930K | $15.89M |
 | HUT | 599K | $20.85M |
 | TSEM | 471K | $34.02M |
 | COHR | 154K | $16.63M |
 | SNDK | 115K | $12.90M |
 | STX | 49K | $11.46M |
Core Scientific, Inc.
CORZ
Shares Held
20.18M
Value
$362.04M
IREN Limited
IREN
Shares Held
7.22M
Value
$338.85M
Applied Digital Corporation
APLD
Shares Held
6.06M
Value
$139.11M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
4.12M
Value
$563.20M
Riot Platforms, Inc.
RIOT
Shares Held
3.59M
Value
$68.37M
Galaxy Digital
GLXY
Shares Held
2.74M
Value
$92.55M
Vistra Corp.
VST
Shares Held
1.29M
Value
$252.33M
EQT Corporation
EQT
Shares Held
1.22M
Value
$66.26M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
1.15M
Value
$45.98M
Bitdeer Technologies Group
BTDR
Shares Held
930K
Value
$15.89M
Hut 8 Corp.
HUT
Shares Held
599K
Value
$20.85M
Tower Semiconductor Ltd.
TSEM
Shares Held
471K
Value
$34.02M
Coherent, Inc.
COHR
Shares Held
154K
Value
$16.63M
Sandisk Corporation
SNDK
Shares Held
115K
Value
$12.90M
Seagate Technology Holdings plc
STX
Shares Held
49K
Value
$11.46M