Managed by Situational Awareness Lp • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $570.1M |
| 2.04M |
| 0.00% |
| — |
| 6 | C CRWV — | $563.2M | 4.12M | 0.00% | — |
| 7 | L LITE — | $478.6M | 1.30M | 0.00% | — |
| 8 | I INTC — | $459.6M | 20.24M | 0.00% | — |
| 9 | I INTC — | $453.3M | 20.24M | 0.00% | — |
| 10 | C CRWV — | $436.7M | 6.10M | 0.00% | — |
| 11 | C | $418.7M | 28.76M | 0.00% | — |
| 12 | C | $362M | 20.18M | 0.00% | — |
| 13 | I IREN — | $338.9M | 7.22M | 0.00% | — |
| 14 | I IREN — | $328.6M | 8.70M | 0.00% | — |
| 15 | A AVGO — | $328.5M | 1.19M | 0.00% | — |
| 16 | C CRWV — | $316.7M | 2.31M | 0.00% | — |
| 17 | N NVDA — | $298.5M | 1.60M | 0.00% | — |
| 18 | A APLD — | $278M | 11.34M | 0.00% | — |
| 19 | V VST — | $252.3M | 1.29M | 0.00% | — |
| 20 | S SNDK — | $250.2M | 1.05M | 0.00% | — |