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Situational Awareness LP
institutioneller Anleger · Portfolio $20.2 Mrd. · 26 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 23
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Sandisk Corp US:SNDK | 2 495 344 | $5.67 Mrd. | 28.13% | neu |
| Micron Technology Inc US:MU | 4 828 786 | $5.57 Mrd. | 27.64% | neu |
| Bloom Energy Corp US:BE | 6 272 808 | $1.90 Mrd. | 9.41% | neu |
| Taiwan Semiconductor Manufac… US:TSM · Hinterlegungsschein | 2 649 035 | $1.27 Mrd. | 6.27% | neu |
| NEBIUS GROUP N.V. CUSIP N97284108 | 4 464 260 | $1.23 Mrd. | 6.11% | neu |
| CoreWeave, Inc. US:CRWV | 7 479 558 | $745 Mio. | 3.69% | neu |
| Core Scientific, Inc. US:CORZ | 26 008 473 | $666 Mio. | 3.30% | neu |
| STMicroelectronics NV ADR US:STM · Hinterlegungsschein | 7 802 700 | $584 Mio. | 2.90% | neu |
| Applied Digital Corporation US:APLD | 15 384 616 | $469 Mio. | 2.33% | neu |
| Riot Platforms, Inc. US:RIOT | 17 100 000 | $468 Mio. | 2.32% | neu |
| SharonAI Holdings Inc. US:SHAZ | 5 396 127 | $457 Mio. | 2.27% | neu |
| IREN LIMITED CUSIP Q4982L109 | 9 474 099 | $433 Mio. | 2.15% | neu |
| CLEANSPARK, INC. US:CLSK | 12 276 139 | $179 Mio. | 0.89% | neu |
| Keel Infrastructure Corp. US:KEEL | 26 451 393 | $152 Mio. | 0.75% | neu |
| Solaris Energy Infrastructur… US:SEI | 1 129 621 | $90.9 Mio. | 0.45% | neu |
| WHITEFIBER INC CUSIP G96115103 | 1 757 600 | $68.3 Mio. | 0.34% | neu |
| BITDEER TECHNOLOGIES GROUP CUSIP G11448100 | 3 439 450 | $54.6 Mio. | 0.27% | neu |
| T1 Energy Inc. US:TE | 4 900 000 | $46.5 Mio. | 0.23% | neu |
| HIVE Digital Technologies Lt… US:HIVE | 9 133 726 | $33.2 Mio. | 0.16% | neu |
| Babcock & Wilcox Enterprises… US:BW | 2 027 451 | $28.6 Mio. | 0.14% | neu |
| ProPetro Holding Corp US:PUMP | 1 960 382 | $28.1 Mio. | 0.14% | neu |
| Vishay Intertechnology Inc US:VSH | 375 000 | $20.2 Mio. | 0.10% | neu |
| Cerebras Systems Inc. US:CBRS | 10 000 | $2.21 Mio. | 0.01% | neu |
In Unternehmen Unserer Datenbank 10
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| SharonAI Holdings Inc. | 69.23% | 5 396 127 | 2026-06-30 |
| Core Scientific, Inc. | 8.09% | 26 008 473 | 2026-06-30 |
| Applied Digital Corporation | 5.28% | 15 384 616 | 2026-06-30 |
| Riot Platforms, Inc. | 4.56% | 17 100 000 | 2026-06-30 |
| Keel Infrastructure Corp. | 4.28% | 26 451 393 | 2026-06-30 |
| HIVE Digital Technologies Lt… | 3.32% | 9 133 726 | 2026-06-30 |
| Bloom Energy Corp | 2.13% | 6 272 808 | 2026-06-30 |
| Nebius Group N.V. | 2.03% | 4 464 260 | 2026-06-30 |
| STMicroelectronics NV ADR | 0.86% | 7 802 700 | 2026-06-30 |
| CLEANSPARK, INC. | 0% | 12 276 139 | 2026-06-30 |
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