Read this manager's filing book
Disclosed positions
Situational Awareness LP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- SANDISK CORP
- Ticker
- SNDK
- Class
- COM
- Reported value
- $5,673,738,513
- Reported amount
- 2,495,344
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000935836-26-000418Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Show the table · 26 rows, 7 columns
Scroll sideways to compare all columns. Select a heading to sort.
| SANDISK CORP | SNDK | COM | $5,673,738,513 | 2,495,344 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $5,573,819,392 | 4,828,786 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $1,898,778,982 | 6,272,808 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,265,099,645 | 2,649,035 | SH | None |
| NEBIUS GROUP N.V. | NBIS | CLASS ASHS | $1,232,894,684 | 4,464,260 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $744,515,203 | 7,479,558 | SH | None |
| CORE SCIENTIFIC INC NEW | CORZ | COM | $665,556,824 | 26,008,473 | SH | None |
| STMICROELECTRONICS | STM | NY REGISTRY | $584,344,203 | 7,802,700 | SH | None |
| APPLIED DIGITAL CORP | APLD | COM NEW | $469,022,807 | 15,384,616 | SH | None |
| RIOT PLATFORMS INC | RIOT | COM | $468,198,000 | 17,100,000 | SH | None |
| SHARONAI HOLDINGS INC | SHAZ | COM CL A | $456,836,112 | 5,396,127 | SH | None |
| IREN LIMITED | IREN | ORDINARY SHARES | $433,250,547 | 9,474,099 | SH | None |
| CLEANSPARK INC | CLSK | COM NEW | $178,617,822 | 12,276,139 | SH | None |
| KEEL INFRASTRUCTURE CORP | KEEL | SHSCOM | $151,830,996 | 26,451,393 | SH | None |
| SOLARIS ENERGY INFRAS INC | SEI | COM CL A | $90,889,306 | 1,129,621 | SH | None |
| WHITEFIBER INC | WYFI | SHS | $68,282,760 | 1,757,600 | SH | None |
| BITDEER TECHNOLOGIES GROUP | BTDR | CL A ORD SHS | $54,584,072 | 3,439,450 | SH | None |
| T1 ENERGY INC | TE | COM NEW | $46,452,000 | 4,900,000 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $44,133,660 | 145,800 | SH | Call |
| HIVE DIGITAL TECHNOLOGIES LT | HIVE | COM NEW | $33,246,763 | 9,133,726 | SH | None |
| BABCOCK & WILCOX ENTERPRISES | BW | COM | $28,587,059 | 2,027,451 | SH | None |
| PROPETRO HLDG CORP | PUMP | COM | $28,111,878 | 1,960,382 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $23,878,500 | 50,000 | SH | Call |
| VISHAY INTERTECHNOLOGY INC | VSH | COM | $20,167,500 | 375,000 | SH | None |
| INFOSYS LTD | INFY | SPONSORED ADR | $5,245,000 | 500,000 | SH | Put |
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $2,210,000 | 10,000 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 3 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.