Situational Awareness LP: summary

Situational Awareness LP reported 26 positions with a reported value of $20.24B in its 13F for Q2 2026. Compared with Q1 2026: 5 new positions, 21 exited.

Top positions

• SANDISK CORPORATION CMN
• MICRON TECHNOLOGY INC COM
• BLOOM ENERGY CORP COM CL A
• TAIWAN SEMICONDUCTOR MFG CO LTD
• NEBIUS GROUP N.V. SHS CLASS A
• COREWEAVE INC
• Core Scientific Inc
• STMICROELECTRONICS N V NY REGISTRY
• Applied Digital Corp
• Riot Platforms Inc