Section 03 · The Seven-Quarter Bridge
Every filing the fund ever made.
Reported 13F portfolio value and position count, Q4 2024 to Q2 2026. Watch the axis move.
Filed August 14, 2026
Two weeks after the fund was liquidated. Nobody had read it yet.
$255 million to $20 billion — in seven filings.
BOARDROOM WIRE
SEC Form 13F · All Seven Filings
Situational Awareness LP · CIK 0002045724 · reported value of US-listed long and option positions at each quarter end
@BoardroomWire
R replay · ?final still