Situational Awareness LP 13F Q2 2026

Filing status

Situational Awareness LP filed its Q2 2026 13F on Aug 14, 2026. Against Q1 2026 it shows 5 new positions, 11 added to, 5 trimmed and 21 sold out. These count filed positions, options included.

New

5

Added

11

Trimmed

5

Exited

21

Biggest moves

• Largest new positionNebius Group N.V. (NBIS)
• Most added toSandisk Corp (SNDK)
• Most trimmedBloom Energy Corp (BE)
• Largest exitVanEck Etf Trust (SMH)