Situational Awareness LP

Position in RIOT — Riot Platforms, Inc.

CIK 2045724 SAN FRANCISCO, CA

Position in RIOT

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

Position Value

$468,198,000

+$326,031,587 QoQ

Shares Held

17,100,000

+48.7% QoQ

Ownership

4.56%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

of 448 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Situational Awareness LP holds $1,113,313,131 across 4 Capital Markets names. RIOT ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIOT	Riot Platforms, Inc. This page	17,100,000	$468,198,000
2	IREN	IREN Ltd	9,474,099	$433,250,547
3	CLSK	Cleanspark, Inc.	12,276,139	$178,617,822
4	HIVE	HIVE Digital Technologies Ltd.	9,133,726	$33,246,762

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,198,000	17,100,000	+48.7%	Shares	Sole	2026-08-14
2026-03-31	$142,166,413	11,502,137	+86.5%	Shares	Sole	2026-05-18
2025-12-31	$78,144,759	6,167,700	+71.7%	Shares	Sole	2026-02-11
2025-09-30	$68,369,061	3,592,699	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.