Stock Taper 
SITUATIONAL AWARENESS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cerebras Systems Inc. | CBRS | 10K | $2.21M |
 Vishay Intertechnology, Inc. | VSH | 375K | $20.17M |
 Solaris Energy Infrastructure, Inc. | SEI | 1.13M | $90.89M |
 WhiteFiber, Inc. Ordinary Shares | WYFI | 1.76M | $68.28M |
 ProPetro Holding Corp. | PUMP | 1.96M | $28.11M |
 Babcock & Wilcox Enterprises, Inc. | BW | 2.03M | $28.59M |
 Sandisk Corporation | SNDK | 2.5M | $5.67B |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.65M | $1.27B |
 Bitdeer Technologies Group | BTDR | 3.44M | $54.58M |
 Nebius Group N.V. | NBIS | 4.46M | $1.23B |
 Micron Technology, Inc. | MU | 4.83M | $5.57B |
 Bloom Energy Corporation | BE | 6.27M | $1.9B |
 CoreWeave, Inc. Class A Common Stock | CRWV | 7.48M | $744.52M |
 STMicroelectronics N.V. | STM | 7.8M | $584.34M |
 HIVE Digital Technologies Ltd. | HIVE | 9.13M | $33.25M |
 IREN Limited | IREN | 9.47M | $433.25M |
 CleanSpark, Inc. | CLSK | 12.28M | $178.62M |
 Applied Digital Corp. | APLD | 15.38M | $469.02M |
 Riot Platforms, Inc. | RIOT | 17.1M | $468.2M |
 Core Scientific, Inc. | CORZ | 26.01M | $665.56M |