0002045724-25-000002.txt : 20250514 0002045724-25-000002.hdr.sgml : 20250514 20250514151451 ACCESSION NUMBER: 0002045724-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250514 DATE AS OF CHANGE: 20250514 EFFECTIVENESS DATE: 20250514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Situational Awareness LP CENTRAL INDEX KEY: 0002045724 ORGANIZATION NAME: EIN: 992901544 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24925 FILM NUMBER: 25944795 BUSINESS ADDRESS: STREET 1: 512 2ND STREET, SUITE 400 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 BUSINESS PHONE: (415) 663-2007 MAIL ADDRESS: STREET 1: 512 2ND STREET, SUITE 400 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002045724 XXXXXXXX 03-31-2025 03-31-2025 Situational Awareness LP

512 2ND STREET, SUITE 400 SAN FRANCISCO CA 94107

13F HOLDINGS REPORT 028-24925 000333011 801-132039 N Chris Zellner 9176920633 Chris Zellner San Francisco CA 05-14-2025 0 12 1005567727 false INFORMATION TABLE 2 SALP13fq1.xml Applied Digital Corp COM NEW 038169207 22680072 4035600 SH SOLE 4035600 0 0 Broadcom Inc COM 11135F101 117201000 700000 SH SOLE 700000 0 0 Constellation Energy Corp COM 21037T109 36978942 183400 SH SOLE 183400 0 0 Core Scientific Inc New COM 21874A106 32736225 4521578 SH SOLE 4521578 0 0 CoreWeave Inc COM CL A 21873S108 45423000 1225000 SH SOLE 1225000 0 0 EQT Corp COM 26884L109 52863535 989398 SH SOLE 989398 0 0 IREN Limited ORDINARY SHARES Q4982L109 20499732 3366130 SH SOLE 3366130 0 0 Intel Corp COM 458140100 459591354 20237400 SH Call SOLE 0 0 20237400 Modine Mfg Co COM 607828100 55016242 716824 SH SOLE 716824 0 0 Onto Innovation Inc COM 683344105 71192241 586717 SH SOLE 586717 0 0 Talen Energy Corp COM 87422Q109 29630030 148395 SH SOLE 148395 0 0 Vistra Corp COM 92840M102 61755354 525846 SH SOLE 525846 0 0