SITUATIONAL AWARENESS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 26.01M | $389.09M |
 | APLD | 13.48M | $319.98M |
 | CLSK | 12.28M | $104.47M |
 | IREN | 11.70M | $401.04M |
 | RIOT | 11.50M | $142.17M |
 | CRWV | 7.18M | $556.07M |
 | BE | 6.49M | $878.71M |
 | BTDR | 3.44M | $29.75M |
 | HIVE | 3.39M | $6.44M |
 | WYFI | 1.76M | $20.93M |
 | BW | 1.35M | $19.89M |
 | SNDK | 1.14M | $724.36M |
 | SEI | 1.11M | $62.47M |
 | PUMP | 910K | $13.12M |
SharonAI Holdings, Inc. Class A Common Stock | SHAZ | 796K | $18.10M |
 | PSIX | 432K | $26.32M |
 | INTC | 202K | $8.93M |
 | AMD | 99K | $20.17M |
 | TSM | 22K | $7.58M |
 | MU | 17K | $5.87M |
Core Scientific, Inc.
CORZ
Shares Held
26.01M
Value
$389.09M
Applied Digital Corporation
APLD
Shares Held
13.48M
Value
$319.98M
CleanSpark, Inc.
CLSK
Shares Held
12.28M
Value
$104.47M
IREN Limited
IREN
Shares Held
11.70M
Value
$401.04M
Riot Platforms, Inc.
RIOT
Shares Held
11.50M
Value
$142.17M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
7.18M
Value
$556.07M
Bloom Energy Corporation
BE
Shares Held
6.49M
Value
$878.71M
Bitdeer Technologies Group
BTDR
Shares Held
3.44M
Value
$29.75M
HIVE Digital Technologies Ltd.
HIVE
Shares Held
3.39M
Value
$6.44M
WhiteFiber, Inc. Ordinary Shares
WYFI
Shares Held
1.76M
Value
$20.93M
Babcock & Wilcox Enterprises, Inc.
BW
Shares Held
1.35M
Value
$19.89M
Sandisk Corporation
SNDK
Shares Held
1.14M
Value
$724.36M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
1.11M
Value
$62.47M
ProPetro Holding Corp.
PUMP
Shares Held
910K
Value
$13.12M
SharonAI Holdings, Inc. Class A Common Stock
SHAZ
Shares Held
796K
Value
$18.10M
Power Solutions International, Inc.
PSIX
Shares Held
432K
Value
$26.32M
Intel Corporation
INTC
Shares Held
202K
Value
$8.93M
Advanced Micro Devices, Inc.
AMD
Shares Held
99K
Value
$20.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
22K
Value
$7.58M
Micron Technology, Inc.
MU
Shares Held
17K
Value
$5.87M