According to Nic Carter, Situational Awareness LP’s Q3 Form 13F filing shows a new CRWV position exceeding 500 million dollars, sizable additions to CORZ and IREN, and new stakes in Bitcoin miners RIOT, HUT, and BITF, based on the filing Carter summarized. The filing also lists unchanged INTC call positions, trims in AVGO and EQT, exits from APLD, CEG, and CIFR, and fresh AI infrastructure buys in LITE, COHR, MOD, WDC, and STX, according to Carter’s recap of the 13F. Form 13F reports long U.S.-listed equity holdings at quarter-end and excludes short positions and non-reportable assets, according to the U.S. SEC. CORZ (Core Scientific), IREN (Iris Energy), RIOT (Riot Platforms), HUT (Hut 8), and BITF (Bitfarms) are publicly listed Bitcoin mining companies per their company disclosures, indicating the portfolio tilt is directly linked to listed BTC mining equities, according to company filings.