Skip to main content
icon for Will Situational Awareness add ___ to its upcoming 13F?
Finanzas·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

icon for Will Situational Awareness add ___ to its upcoming 13F?
Finanzas·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

$112 Vol.

15 may 2026
Polymarket

$112 Vol.

Polymarket

Constellation Energy

$0 Vol.

12%

Eaton

$0 Vol.

8%

GE Vernova

$0 Vol.

12%

MARA Holdings

$0 Vol.

9%

Micron

$50 Vol.

50%

Oklo

$0 Vol.

7%

Qualcomm

$54 Vol.

50%

TeraWulf

$0 Vol.

7%

Vertiv

$8 Vol.

29%

Vistra Energy

$0 Vol.

12%

This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the San Francisco-based hedge fund led by Leopold Aschenbrenner, maintains a highly concentrated portfolio centered on AI infrastructure bottlenecks, including power generation, semiconductors, and related compute assets. Its latest 13F for Q4 2025 reported $5.52 billion in equity exposure across 29 holdings, with top positions such as Bloom Energy comprising roughly 16 percent and heavy call options on names like CoreWeave and Intel, reflecting a 33 percent quarter-over-quarter increase driven by both performance and inflows. Traders monitor the upcoming Q1 2026 filing, due mid-May, for any new positions that could signal an expansion of this thesis amid ongoing AI capital-expenditure cycles and volatility in related sectors. Market-implied odds reflect the fund’s track record of rapid position sizing rather than broad diversification, underscoring how fresh holdings would influence sentiment on specific infrastructure plays.

This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".

A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.

Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.

The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.

The standard SEC filing deadline for this report is May 15, 2026.

If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Volumen
$112
Fecha de finalización
15 may 2026
Mercado abierto
May 13, 2026, 12:35 PM ET

Resolver

0x65070BE91...
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the San Francisco-based hedge fund led by Leopold Aschenbrenner, maintains a highly concentrated portfolio centered on AI infrastructure bottlenecks, including power generation, semiconductors, and related compute assets. Its latest 13F for Q4 2025 reported $5.52 billion in equity exposure across 29 holdings, with top positions such as Bloom Energy comprising roughly 16 percent and heavy call options on names like CoreWeave and Intel, reflecting a 33 percent quarter-over-quarter increase driven by both performance and inflows. Traders monitor the upcoming Q1 2026 filing, due mid-May, for any new positions that could signal an expansion of this thesis amid ongoing AI capital-expenditure cycles and volatility in related sectors. Market-implied odds reflect the fund’s track record of rapid position sizing rather than broad diversification, underscoring how fresh holdings would influence sentiment on specific infrastructure plays.

This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".

A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.

Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.

The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.

The standard SEC filing deadline for this report is May 15, 2026.

If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Volumen
$112
Fecha de finalización
15 may 2026
Mercado abierto
May 13, 2026, 12:35 PM ET

Resolver

0x65070BE91...
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).

Cuidado con los enlaces externos.

Preguntas frecuentes

"Will Situational Awareness add ___ to its upcoming 13F?" es un mercado de predicción en Polymarket con 10 resultados posibles donde los operadores compran y venden acciones según lo que creen que sucederá. El resultado líder actual es "Micron" con 50%, seguido de "Qualcomm" con 50%. Los precios reflejan probabilidades en tiempo real de la comunidad. Por ejemplo, una acción cotizada a 50¢ implica que el mercado colectivamente asigna una probabilidad de 50% a ese resultado. Estas probabilidades cambian continuamente a medida que los operadores reaccionan a nuevos desarrollos. Las acciones del resultado correcto son canjeables por $1 cada una tras la resolución del mercado.

"Will Situational Awareness add ___ to its upcoming 13F?" es un mercado recién creado en Polymarket, lanzado el May 13, 2026. Como mercado nuevo, esta es tu oportunidad de ser uno de los primeros operadores en establecer las probabilidades y las señales de precio iniciales del mercado. También puedes guardar esta página en marcadores para seguir el volumen y la actividad de trading a medida que el mercado gana tracción.

Para operar en "Will Situational Awareness add ___ to its upcoming 13F?", explora los 10 resultados disponibles en esta página. Cada resultado muestra un precio actual que representa la probabilidad implícita del mercado. Para tomar una posición, selecciona el resultado que consideres más probable, elige "Sí" para operar a favor o "No" para operar en contra, introduce tu cantidad y haz clic en "Operar". Si tu resultado elegido es correcto cuando el mercado se resuelve, tus acciones de "Sí" pagan $1 cada una. Si es incorrecto, pagan $0. También puedes vender tus acciones en cualquier momento antes de la resolución.

El favorito actual para "Will Situational Awareness add ___ to its upcoming 13F?" es "Micron" con 50%, lo que significa que el mercado asigna una probabilidad de 50% a ese resultado. El siguiente resultado más cercano es "Qualcomm" con 50%. Estas probabilidades se actualizan en tiempo real a medida que los operadores compran y venden acciones. Vuelve con frecuencia o guarda esta página en marcadores.

Las reglas de resolución para "Will Situational Awareness add ___ to its upcoming 13F?" definen exactamente qué debe ocurrir para que cada resultado sea declarado ganador, incluyendo las fuentes de datos oficiales utilizadas para determinar el resultado. Puedes revisar los criterios de resolución completos en la sección "Reglas" en esta página sobre los comentarios. Recomendamos leer las reglas cuidadosamente antes de operar, ya que especifican las condiciones exactas, casos especiales y fuentes.