Situational Awareness LP - Q42025 Holdings

Situational Awareness LP holds 25 stocks with a total portfolio value of $ 5.52B as of Q42025. In Q42025, Situational Awareness LP added 25 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Coreweave Inc (CRWV), representing 21.95% of the total portfolio.