Institution (13F filer) · disclosed-activity record
Situational Awareness LP
Activist (13D)
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)
$29.5B + 3 of unknown size / $13.8B + 1 of unknown size
Most active in: CRWV (7) · MU (7) · TSM (7) · INTC (6) · BE (5) · NVDA (5) · SNDK (5) · SHAZ (4)
Disclosures, last 12 months
25 of 129 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|
| 2026-08-28 | SHAZ | disclosed an activist stake (13D) | — | SEC ↗ |
| 2026-08-04 | CORZ | reduced its stake (13D/G amendment) | — | SEC ↗ |
| 2026-06-30 | AMD | exited a position | $20.2M | — |
| 2026-06-30 | AMD | exited a bearish position — puts | $969.2M | — |
| 2026-06-30 | APLD | added to a position | $149.0M | — |
| 2026-06-30 |
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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