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2026
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Situational Awareness LP — Portfolio Reconstruction
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companies
Folder: research/2026/situational-awareness-fund/companies
25 items under this folder.
Apr 28, 2026
Applied Digital (APLD)
Apr 28, 2026
Babcock & Wilcox (BW)
Apr 28, 2026
Bitdeer (BTDR)
Apr 28, 2026
Bitfarms (BITF)
Apr 28, 2026
Bloom Energy (BE)
Apr 28, 2026
Cipher Mining (CIFR)
Apr 28, 2026
CleanSpark (CLSK)
Apr 28, 2026
Coherent (COHR)
Apr 28, 2026
Core Scientific (CORZ)
Apr 28, 2026
CoreWeave (CRWV)
Apr 28, 2026
EQT Corporation (EQT)
Apr 28, 2026
Hut 8 (HUT)
Apr 28, 2026
Infosys (INFY) — Short via Puts
Apr 28, 2026
Intel (INTC)
Apr 28, 2026
IREN Limited (IREN)
Apr 28, 2026
Kilroy Realty (KRC)
Apr 28, 2026
Liberty Energy (LBRT)
Apr 28, 2026
Lumentum (LITE)
Apr 28, 2026
Power Solutions International (PSIX)
Apr 28, 2026
ProPetro Holding (PUMP)
Apr 28, 2026
Riot Platforms (RIOT)
Apr 28, 2026
Sandisk (SNDK)
Apr 28, 2026
Solaris Energy Infrastructure (SEI)
Apr 28, 2026
Tower Semiconductor (TSEM)
Apr 28, 2026
WhiteFiber (WYFI)