Portfolio timeline
Situational Awareness — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 30.7
- Latest top 5 weight
- 77.3%
- Avg top 5 weight
- 54.6%
- Avg changed names
- 28.5
- Held in ≥75% of stored quarters
- 13
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 5 | 11 | 3 | 8 | 77.3% |
| Q1 2026 | 10 | 9 | 3 | 8 | 21.6% |
| Q4 2025 | No prior baseline | 64.9% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| SNDK Sandisk Corp. | 3 | 28% | $5.7B |
| BE Bloom Energy Corp. | 3 | 9.4% | $1.9B |
| CRWV Coreweave Inc. | 3 | 3.7% | $744.5M |
| CORZ Core Scientific Inc. | 3 | 3.3% | $665.6M |
| APLD Applied Digital Corp. | 3 | 2.3% | $469.0M |
| RIOT RIOT Platforms Inc. | 3 | 2.3% | $468.2M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.