Institution (13F filer) · disclosed-activity record
Situational Awareness LP
Activist (13D) — reduced stake
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Disclosed $ (bull / bear)
$7.0B / $10.0B
Most active in: CRWV (8) · CORZ (5) · EQT (5) · MU (5) · TSM (5) · AVGO (4) · INTC (4) · NVDA (4)
Disclosures, last 12 months
25 of 91 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|
| 2026-08-04 | CORZ | reduced its stake (13D/G amendment) | — | SEC ↗ |
| 2026-06-29 | SHAZ | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-05-27 | NBIS | disclosed a passive stake (13G) | — | SEC ↗ |
| 2026-03-31 | AMD | reported a new position | $20.2M | — |
| 2026-03-31 | AMD | reported a new bearish position — puts | $969.2M | — |
| 2026-03-31 | APLD | added to a position | $41.9M |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals