Instuitional Investor - Situational Awareness Partners Lp
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | GDX | 5,327,900 | $2,042,716,860 | 14.94% | |
| 2. | Nvidia CorpPUT | NVDA | 8,992,300 | $1,568,257,120 | 11.47% |
| 3. | Oracle CorpPUT | ORCL | 7,293,000 | $1,072,873,230 | 7.84% |
| 4. | AVGO | 3,251,100 | $1,006,247,961 | 7.36% | |
| 5. | AMD | 4,764,100 | $969,160,863 | 7.09% |
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