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Situational Awareness LP · Founder · former OpenAI Superalignment researcher · Hedge fund · SEC EDGAR · 13F-HR
Holdings as of 2026-08-14
| Symbol | Weight | Value |
|---|---|---|
| SNDKSANDISK CORP | 28.04% | $5.67B |
| MUMicron Technology Inc | 27.54% | $5.57B |
| BEBloom Energy Corp | 9.38% | $1.9B |
| TSMTAIWAN SEMICONDUCTOR-SP ADR | 6.25% | $1.27B |
| NBISNebius Group N.V. | 6.09% | $1.23B |
| CRWVCoreWeave Inc | 3.68% | $744.52M |
| CORZCore Scientific Inc | 3.29% | $665.56M |
| STMSTMICROELECTRONICS NV-NY SHS | 2.89% | $584.34M |
| APLDApplied Digital Corp | 2.32% | $469.02M |
| RIOTRiot Platforms Inc | 2.31% | $468.2M |
| SHAZSHARONAI HOLDINGS INC | 2.26% | $456.84M |
| IRENIREN Ltd (Iris Energy) | 2.14% | $433.25M |
| CLSKCleanSpark Inc | 0.88% | $178.62M |
| KEELKEEL INFRASTRUCTURE CORP | 0.75% | $151.83M |
| SEISOLARIS ENERGY INFRASTRUCTUR | 0.45% | $90.89M |
| WYFIWhiteFiber Inc | 0.34% | $68.28M |
| BTDRBitdeer Technologies Group | 0.27% | $54.58M |
| TET1 ENERGY INC | 0.23% | $46.45M |
| BEBloom Energy Corp | 0.22% | $44.13M |
| HIVEHIVE DIGITAL TECHNOLOGIES LT | 0.16% | $33.25M |
| BWBABCOCK & WILCOX ENTERPR | 0.14% | $28.59M |
| PUMPPROPETRO HOLDING CORP | 0.14% | $28.11M |
| TSMTAIWAN SEMICONDUCTOR-SP ADR | 0.12% | $23.88M |
| VSHVISHAY INTERTECHNOLOGY INC | 0.10% | $20.17M |
| CBRSCEREBRAS SYSTEMS INC - A | 0.01% | $2.21M |