Situational Awareness LP

Position in KEEL — Keel Infrastructure Corp.

CIK 2045724 SAN FRANCISCO, CA

Position in KEEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$151,830,995

+$113,073,107 QoQ

Shares Held

26,451,393

+33.1% QoQ

Ownership

4.28%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

of 281 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Situational Awareness LP holds $1,250,796,042 across 4 Information Technology Services names. KEEL ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp.	15,384,616	$573,846,176
2	SHAZ	SharonAI Holdings Inc.	5,396,127	$456,836,111
3	KEEL	Keel Infrastructure Corp. This page	26,451,393	$151,830,995
4	WYFI	WhiteFiber, Inc.	1,757,600	$68,282,760

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,830,995	26,451,393	+33.1%	Shares	Sole	2026-08-14
2026-03-31	$38,757,888	19,875,840	+188.2%	Shares	Sole	2026-05-18
2025-12-31	$16,208,185	6,897,100	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.