Hedge Fund - Situational Awareness LP

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No. Security Ticker Shares Value Activity % Port History
1. SMH 5,327,900 $2,042,716,860 NEW 14.93%
2. NVDA 8,992,300 $1,568,257,120 NEW 11.46%
3. ORCL 7,293,000 $1,072,873,230 NEW 7.84%
4. AVGO 3,251,100 $1,006,247,961 NEW 7.35%
5. AMD 4,764,100 $969,160,863 NEW 7.08%