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Финансы·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

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

Will Situational Awareness add ___ to its upcoming 13F?

$112 Объем

15 мая 2026 г.
Polymarket

$112 Объем

Polymarket

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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).
Объем
$112
Дата окончания
15 мая 2026 г.
Открытие рынка
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).
Объем
$112
Дата окончания
15 мая 2026 г.
Открытие рынка
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).

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Часто задаваемые вопросы

«Will Situational Awareness add ___ to its upcoming 13F?» — это рынок прогнозов на Polymarket с 10 возможными исходами, где трейдеры покупают и продают акции на основе своих прогнозов. Текущий лидирующий исход — «Micron» с 50%, за ним следует «Qualcomm» с 50%. Цены отражают вероятности сообщества в реальном времени. Например, акция по цене 50¢ означает, что рынок коллективно оценивает вероятность этого исхода в 50%. Эти коэффициенты постоянно меняются. Акции правильного исхода можно обменять на $1 каждую при разрешении рынка.

«Will Situational Awareness add ___ to its upcoming 13F?» — недавно созданный рынок на Polymarket, запущен May 13, 2026. Как ранний рынок, это твоя возможность быть среди первых трейдеров, устанавливающих коэффициенты и формирующих начальные ценовые сигналы. Ты также можешь добавить эту страницу в закладки, чтобы следить за объёмом и активностью торгов.

Чтобы торговать на «Will Situational Awareness add ___ to its upcoming 13F?», просмотри 10 доступных исходов на этой странице. Каждый исход показывает текущую цену, представляющую подразумеваемую вероятность рынка. Чтобы занять позицию, выбери исход, который считаешь наиболее вероятным, выбери «Да» для торговли в его пользу или «Нет» для торговли против, введи сумму и нажми «Торговать». Если твой выбранный исход окажется верным, твои акции «Да» принесут $1 каждая. Если нет — $0. Ты также можешь продать акции до разрешения.

Текущий фаворит для «Will Situational Awareness add ___ to its upcoming 13F?» — «Micron» с 50%, что означает, что рынок оценивает вероятность этого исхода в 50%. Следующий ближайший исход — «Qualcomm» с 50%. Эти коэффициенты обновляются в реальном времени по мере покупки и продажи акций. Заходи чаще или добавь страницу в закладки.

Правила разрешения «Will Situational Awareness add ___ to its upcoming 13F?» точно определяют, что должно произойти, чтобы каждый исход был объявлен победителем, включая официальные источники данных, используемые для определения результата. Ты можешь просмотреть полные критерии разрешения в разделе «Правила» на этой странице над комментариями. Мы рекомендуем внимательно прочитать правила перед торговлей, так как они определяют точные условия, особые случаи и источники.