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Equibles

Situational Awareness LP

Position in WYFI — WhiteFiber, Inc.

CIK 2045724 SAN FRANCISCO, CA
Back to WYFI Full portfolio

Position in WYFI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$68,282,760
+$47,349,744 QoQ
Shares Held
1,757,600
0.0% QoQ
Ownership
4.52%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1
of 125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WYFI Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Situational Awareness LP holds $1,250,796,042 across 4 Information Technology Services names. WYFI ranks #4 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
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.
 26,451,393 $151,830,995
4 WYFI
WhiteFiber, Inc.
This page 		1,757,600 $68,282,760

All Filings in WYFI

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $68,282,760 1,757,600
2026-03-31 $20,933,016 1,757,600
2025-12-31 $27,770,080 1,757,600