Position in TE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,452,000
+$2,552,000 QoQ
Shares Held
4,900,000
-51.0% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#11
of 315 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Situational Awareness LP holds $1,945,230,981 across 2 Electrical Equipment & Parts names. TE ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
6,272,808 | $1,898,778,981 | |
| 2 | TE |
T1 Energy Inc.
This page
|
4,900,000 | $46,452,000 |
All Filings in TE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,452,000 | 4,900,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,900,000 | 10,000,000 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||