According to BlockBeats, on May 13, holdings of Situational Awareness LP (SALP) plunged amid a sharp selloff in U.S. storage and semiconductor stocks. Of the fund’s 10 positions tracked from 2025 Q4 filings, only IREN rose 2.56%, while the rest fell. Intel dropped 6.82%, SanDisk fell 6.17%, and CoreWeave declined 6.06%, among the largest declines.
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