Situational Awareness LP Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$254.8B

Holdings

6

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
MRVLMARVELL TECHNOLOGY INC
785,896$86.8B34.06%
2
VSTVISTRA CORP
428,397$59.1B23.18%
3
VRTVERTIV HOLDINGS CO
455,146$51.7B20.29%
4
TLNTALEN ENERGY CORP
138,878$28.0B10.98%
5
CEGCONSTELLATION ENERGY CORP
96,400$21.6B8.46%
6
MODMODINE MFG CO
66,367$7.7B3.02%