Situational Awareness increased its stakes in technology companies Micron Technology (MU) and Sandisk (SNDK) in Q2, according to regulatory filings published Friday.

The AI-focused hedge fund's equity holdings in Micron rose to 4,828,786 shares, while it held 2,495,344 shares in Sandisk, the flings showed.

Micron shares were up 3.2% in premarket activity Monday, while Sandisk rose 5.1%.