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Situational Awareness LP

Q2 2025 · Filed 2025-08-14
Market Value
$1.1B
+101.4%
Holdings
11
-2
New Purchases
0
Added To
7
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
36.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VST 22.46% 11.31% +11.15% $247M
AVGO 29.87% 21.47% +8.40% $328M
CORZ 12.41% 6.00% +6.41% $136M
IREN 8.48% 3.75% +4.73% $93M
CEG 9.37% 6.77% +2.60% $103M
APLD 6.04% 4.15% +1.88% $66M
EQT 11.38% 9.68% +1.70% $125M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ONTO 0.00% 13.04% -13.04% $0
MOD 0.00% 10.08% -10.08% $0
CRWV 0.00% 8.32% -8.32% $0
TLN 0.00% 5.43% -5.43% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $328M 29.9%
Large Cap 9 $635M 57.7%
Mid Cap 1 $136M 12.4%

Portfolio Analytics

Avg Market Cap
$209.0B
Median Market Cap
$20.3B
Avg P/E
66.2
Median P/E
59.8
Avg Dividend Yield
0.00%
Avg Beta
2.98
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVGO 29.87% 1,191,606 $328M $275.65 $211M +491,606 +70.2%
2 VST 22.46% 1,274,178 $247M $193.81 $185M +748,332 +142.3%
3 CORZ 12.41% 7,994,038 $136M $17.07 $104M +3,472,460 +76.8%
4 EQT 11.38% 2,145,345 $125M $58.32 $72M +1,155,947 +116.8%
5 CEG 9.37% 319,200 $103M $322.76 $66M +135,800 +74.0%
6 IREN 8.48% 6,400,384 $93M $14.57 $73M +3,034,254 +90.1%
7 APLD 6.04% 6,591,800 $66M $10.07 $44M +2,556,200 +63.3%
8 ONTO —% -$71M -586,717 -100.0% SOLD
9 MOD —% -$55M -716,824 -100.0% SOLD
10 CRWV —% -$45M -1,225,000 -100.0% SOLD
11 TLN —% -$30M -148,395 -100.0% SOLD

Options Breakdown

1 Calls $453M Call Value 1 Puts $570M Put Value 1.26 P/C Ratio

Top Calls

SymbolSharesValueStatus
INTC 20,237,400 $453M

Top Puts

SymbolSharesValueStatus
SMH 2,044,100 $570M NEW

Sold Out Positions

SymbolValue% Port
ONTO —%
MOD —%
CRWV —%
TLN —%
View SEC EDGAR Filings for Situational Awareness LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms