#1
BEBLOOM ENERGY CORP
- Reported value
- $878.71M
- Portfolio weight
- 22.79%
Quarterly change: decreased -35.6%
Institutional 13F data
Situational Awareness LP 13F
See 13 stock and ETF positions for Q1 2026, with the original SEC filing. Put and call options are excluded.
13F filing follow-along calculator
If KRW 1,000,000 followed the new and increased positions
Checking current prices and calculating the KRW 1,000,000 result.
Situational Awareness LP 13F top holdings
Q1 2026 · 13 stock & ETF positions · Filed 2026-05-18 · Data updated 2026-08-01
Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.
- Reported stock & ETF value
- $3.15B
- Top 10 concentration
- 99.5%
- Reported value
- $724.36M
- Portfolio weight
- 18.79%
Quarterly change: increased +8.2%
- Reported value
- $556.07M
- Portfolio weight
- 14.42%
Quarterly change: increased +17.7%
#4
IRENIREN LIMITED
- Reported value
- $401.04M
- Portfolio weight
- 10.40%
Quarterly change: increased +34.5%
#5
APLDAPPLIED DIGITAL CORP
- Reported value
- $319.98M
- Portfolio weight
- 8.30%
Quarterly change: increased +18.9%
#6
RIOTRIOT PLATFORMS INC
- Reported value
- $142.17M
- Portfolio weight
- 3.69%
Quarterly change: increased +86.5%
#7
TET1 ENERGY INC
- Reported value
- $43.9M
- Portfolio weight
- 1.14%
Quarterly change: new position
#8
BTDRBITDEER TECHNOLOGIES GROUP
- Reported value
- $29.75M
- Portfolio weight
- 0.77%
Quarterly change: increased +92.4%
#9
WYFIWHITEFIBER INC
- Reported value
- $20.93M
- Portfolio weight
- 0.54%
Quarterly change: unchanged
- Reported value
- $20.17M
- Portfolio weight
- 0.52%
Quarterly change: new position
- Reported value
- $8.93M
- Portfolio weight
- 0.23%
Quarterly change: increased +20234300.0%
- Reported value
- $5.87M
- Portfolio weight
- 0.15%
Quarterly change: new position
Largest new or increased positions
- Reported value
- $724.36M
- Portfolio weight
- 18.79%
Quarterly change: increased +8.2%
- Reported value
- $556.07M
- Portfolio weight
- 14.42%
Quarterly change: increased +17.7%
#3
IRENIREN LIMITED
- Reported value
- $401.04M
- Portfolio weight
- 10.40%
Quarterly change: increased +34.5%
#4
APLDAPPLIED DIGITAL CORP
- Reported value
- $319.98M
- Portfolio weight
- 8.30%
Quarterly change: increased +18.9%
#5
RIOTRIOT PLATFORMS INC
- Reported value
- $142.17M
- Portfolio weight
- 3.69%
Quarterly change: increased +86.5%
#6
TET1 ENERGY INC
- Reported value
- $43.9M
- Portfolio weight
- 1.14%
Quarterly change: new position
#7
BTDRBITDEER TECHNOLOGIES GROUP
- Reported value
- $29.75M
- Portfolio weight
- 0.77%
Quarterly change: increased +92.4%
- Reported value
- $20.17M
- Portfolio weight
- 0.52%
Quarterly change: new position
Detailed changes for published stocks
2026-03-31 · CRWV · increased +17.7%
- Shares
- 7,177,919
- Share change
- 1,079,432
- Reported value
- $556,073,385
- Filed
- 2026-05-18