Situational Awareness LP

Position in KEEL — Keel Infrastructure Corp.

CIK 2045724 SAN FRANCISCO, CA

Position in KEEL

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$38,757,888

+$22,549,703 QoQ

Shares Held

19,875,840

+188.2% QoQ

Ownership

3.29%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Situational Awareness LP holds $397,764,556 across 4 Information Technology Services names. KEEL ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp.	13,478,438	$319,978,118
2	KEEL	Keel Infrastructure Corp. This page	19,875,840	$38,757,888
3	WYFI	WhiteFiber, Inc.	1,757,600	$20,933,016
4	SHAZ	SharonAI Holdings Inc.	796,108	$18,095,534

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.