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13F-HR Detail
Situational Awareness LP
Holdings and quarter-over-quarter position changes from tracked 13F filings.
Portfolio Value
$3.9B
+3.9% QoQ
Holdings
26
Q1 2026
Last Filed
May 18, 2026
Next Expected
Aug 14, 2026
Quarter
TickerValue HeldShares
Position Δ
$878.7M
6.5M
-3.6M shares
$724.4M
1.1M
+86K shares
$556.1M
7.2M
+1.1M shares
$401.0M
11.7M
+3M shares
$389.1M
26.0M
-2.7M shares
$320.0M
13.5M
+2.1M shares
$142.2M
11.5M
+5.3M shares
$104.5M
12.3M
+11M shares
$62.5M
1.1M
-761K shares
$43.9M
10.0M
New position
$38.8M
19.9M
+13M shares
$29.8M
3.4M
+1.7M shares
$26.3M
432.3K
No share change
$20.9M
1.8M
No share change
$20.2M
99.1K
New position
$19.9M
1.4M
No share change
$18.1M
796.1K
New position
$13.1M
910.3K
No share change
$10.3M
26.9K
New position
$8.9M
202.3K
New position
Showing 1–20 of 26