Institutional filer · CIK 0002045724

Situational Awareness reported holdings.

Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-03-31; filed 2026-05-18. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.

1
SMHVANECK ETF TRUST

CUSIP 92189F676

Filed value

Weight / shares

Quarter change

Prior receipt ↗
2
NVDANVIDIA CORPORATION

CUSIP 67066G104

Filed value

Weight / shares

Quarter change

Prior receipt ↗
3
SNDKSANDISK CORP

CUSIP 80004C200

Filed value

Weight / shares

Quarter change

Prior receipt ↗
4
ORCLORACLE CORP

CUSIP 68389X105

Filed value

Weight / shares

Quarter change

Prior receipt ↗
5

Filed value

Weight / shares

Quarter change

Prior receipt ↗
6
AVGOBROADCOM INC

CUSIP 11135F101

Filed value

Weight / shares

Quarter change

Prior receipt ↗
7

Filed value

Weight / shares

Quarter change

Prior receipt ↗
8
BEBLOOM ENERGY CORP

CUSIP 093712107

Filed value

Weight / shares

Quarter change

Prior receipt ↗
9

Filed value

Weight / shares

Quarter change

Prior receipt ↗
10
CRWVCOREWEAVE INC

CUSIP 21873S108

Filed value

Weight / shares

Quarter change

Prior receipt ↗
11

Filed value

Weight / shares

Quarter change

Prior receipt ↗
12
IRENIREN LIMITED

CUSIP Q4982L109

Filed value

Weight / shares

Quarter change

Prior receipt ↗
13

Filed value

Weight / shares

Quarter change

Prior receipt ↗
14

Filed value

Weight / shares

Quarter change

Prior receipt ↗
15
INTCINTEL CORP

CUSIP 458140100

Filed value

Weight / shares

Quarter change

Prior receipt ↗
16
RIOTRIOT PLATFORMS INC

CUSIP 767292105

Filed value

Weight / shares

Quarter change

Prior receipt ↗
17
CLSKCLEANSPARK INC

CUSIP 18452B209

Filed value

Weight / shares

Quarter change

Prior receipt ↗
18

Filed value

Weight / shares

Quarter change

Prior receipt ↗
19
T1 ENERGY INC

CUSIP 35834F104

Filed value

Weight / shares

Quarter change

Prior receipt ↗
20
BITFARMS LTD

CUSIP 09173B107

Filed value

Weight / shares

Quarter change

Prior receipt ↗
21

Filed value

Weight / shares

Quarter change

Prior receipt ↗
22

Filed value

Weight / shares

Quarter change

Prior receipt ↗
23
CORNING INC

CUSIP 219350105

Filed value

Weight / shares

Quarter change

Prior receipt ↗
24
WHITEFIBER INC

CUSIP G96115103

Filed value

Weight / shares

Quarter change

Prior receipt ↗
25

Filed value

Weight / shares

Quarter change

Prior receipt ↗

Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

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