Position in STM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,344,203
New position
Shares Held
7,802,700
first reported quarter
Ownership
0.874%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#2
of 602 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Situational Awareness LP holds $7,445,640,738 across 5 Semiconductors names. STM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
4,828,786 | $5,573,819,391 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,649,035 | $1,265,099,644 | |
| 3 | STM |
STMicroelectronics N.V.
This page
|
7,802,700 | $584,344,203 | |
| 4 | VSH |
Vishay Intertechnology Inc
|
375,000 | $20,167,500 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
10,000 | $2,210,000 |
All Filings in STM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,344,203 | 7,802,700 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||