🚨 13F Update — Situational Awareness LP Q4 2025 → Q1 2026 AUM: $5.52B → $13.68B Net: +$8.16B / +147.9% Holdings: 29 → 42 Filed: 2026-05-15 18:33:35 UTC 📈 Top % Increases 1. CLEANSPARK INC: +648.4% / +$87.9M 1.64M → 12.28M 2. BITFARMS LTD: +188.2% / +$22.5M 6.90M → 19.88M 3. BITDEER TECHNOLOGIES GROUP: +92.4% / +$9.7M 1.79M → 3.44M 4. RIOT PLATFORMS INC: +86.5% / +$64.0M 6.17M → 11.50M 5. IREN LIMITED: +34.5% / +$72.4M 8.70M → 11.70M 💵 Top $ Increases 1. SANDISK CORP: +$474.1M 2. COREWEAVE INC: +$119.3M 3. CLEANSPARK INC: +$87.9M 4. IREN LIMITED: +$72.4M 5. RIOT PLATFORMS INC: +$64.0M 🆕 New Positions 1. VANECK ETF TRUST PUT: $2.04B 2. NVIDIA CORPORATION PUT: $1.57B 3. ORACLE CORP PUT: $1.07B 4. BROADCOM INC PUT: $1.01B 5. ADVANCED MICRO DEVICES INC PUT: $969.2M ❌ Exits 1. INTEL CORP CALL: $746.8M 2. LUMENTUM HLDGS INC: $478.6M 3. CIPHER MINING INC: $154.5M 4. EQT CORP: $133.0M 5. COHERENT CORP: $88.6M 📄 SEC: Q1 2026 holdings · Q4 2025 holdings