Hedge Fund - Situational Awareness LP
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Intel CorpCALL | INTC | 20,237,400 | $459,591,354 | NEW | 45.7% | |
| 2. | AVGO | 700,000 | $117,201,000 | NEW | 11.66% | ||
| 3. | Onto Innovation Inc | 586,717 | $71,192,241 | NEW | 7.08% | ||
| 4. | VST | 525,846 | $61,755,354 | +23% | 6.14% | ||
| 5. | MOD | 716,824 | $55,016,242 | +981% | 5.47% |
