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Data sourced from SEC EDGAR 13F filings

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Leopold Aschenbrenner – Situational Awareness LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
26
Portfolio value:
$20,242,295,000
Filed:
Aug 14, 2026
Style:
AI Specialist / Fade Concentrated
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 265 new9 added4 reduced21 exited
≡MU – MICRON TECHNOLOGY INCAdd 27712.38%4,811,42427.49
≡SNDK – SANDISK CORPAdd 118.87%1,355,22522.73
≡TSM – TAIWAN SEMICONDUCTOR MANUFACAdd 11713.92%2,626,6126.19
≡NBIS – NEBIUS GROUP N.V.Buy4,464,2606.09
≡STM – STMICROELECTRONICSBuy7,802,7002.89
≡SHAZ – SHARONAI HOLDINGS INCAdd 577.81%4,600,0192.12
≡RIOT – RIOT PLATFORMS INCAdd 48.67%5,597,8631.27
≡KEEL – KEEL INFRASTRUCTURE CORPBuy26,451,3930.75
≡HIVE – HIVE DIGITAL TECHNOLOGIES LTAdd 169.31%5,742,1790.12
≡VSH – VISHAY INTERTECHNOLOGY INCBuy375,0000.10
≡PUMP – PROPETRO HLDG CORPAdd 115.36%1,050,0820.04
≡APLD – APPLIED DIGITAL CORPAdd 14.14%1,906,178−0.02
≡CBRS – CEREBRAS SYSTEMS INCBuy10,0000.01
≡BW – BABCOCK & WILCOX ENTERPRISESAdd 49.75%673,551−0.00
Q1 2026filed May 18, 2623 new9 added4 reduced10 exited
≡SMHPUT – VANECK ETF TRUSTBuy5,327,90014.94
≡NVDAPUT – NVIDIA CORPORATIONBuy8,992,30011.47
≡ORCLPUT – ORACLE CORPBuy7,293,0007.84
Q4 2025filed Feb 11, 2615 new13 added14 exited
≡BE – BLOOM ENERGY CORPBuy10,076,02215.87
≡LITE – LUMENTUM HLDGS INCBuy1,298,4008.67
≡CRWVCALL – COREWEAVE INCAdd 367.25%8,500,0006.38
≡CRWV – COREWEAVE INC
Q3 2025filed Nov 14, 2522 new2 added2 reduced3 exited
≡CRWV – COREWEAVE INCBuy4,115,45613.61
≡CRWVCALL – COREWEAVE INCBuy2,314,5007.65
≡NVDAPUT – NVIDIA CORPORATIONBuy1,600,0007.21
Q2 2025filed Aug 14, 251 new7 added4 exited
≡SMHPUT – VANECK ETF TRUSTBuy2,044,10026.85
≡VST – VISTRA CORPAdd 142.31%748,3325.49
≡AVGO – BROADCOM INCAdd 70.23%491,6063.82
≡CORZ – CORE SCIENTIFIC INC NEW
Q1 2025filed May 14, 258 new4 added2 exited
≡INTCCALL – Intel CorpBuy20,237,40045.70
≡VST – Vistra CorpAdd 22.75%97,449−17.04
≡AVGO – Broadcom IncBuy700,00011.66
≡TLN – Talen Energy Corp
≡AVGOPUT – BROADCOM INCBuy3,251,1007.36
≡AMDPUT – ADVANCED MICRO DEVICES INCBuy4,764,1007.09
≡MUPUT – MICRON TECHNOLOGY INCBuy1,727,7004.27
≡TSMPUT – TAIWAN SEMICONDUCTOR MANUFACBuy1,583,4003.91
≡CRWV – COREWEAVE INCAdd 17.69%1,079,107−3.85
≡ASMLPUT – ASML HLDG NV N Y REGISTRYBuy374,1003.61
≡MUCALL – MICRON TECHNOLOGY INCBuy1,250,0003.09
≡IREN – IREN LIMITEDAdd 34.46%2,998,214−3.02
≡SNDKCALL – SANDISK CORPBuy611,9002.84
≡APLD – APPLIED DIGITAL CORPAdd 18.87%2,139,378−2.70
≡TSMCALL – TAIWAN SEMICONDUCTOR MANUFACBuy1,050,0002.59
≡INTCPUT – INTEL CORPBuy3,605,4001.16
≡SNDK – SANDISK CORPAdd 8.15%85,9190.76
≡CLSK – CLEANSPARK INCAdd 648.36%10,635,7390.46
≡RIOT – RIOT PLATFORMS INCAdd 86.49%5,334,437−0.38
≡TE – T1 ENERGY INCBuy10,000,0000.32
≡GLWPUT – CORNING INCBuy154,6000.15
≡AMD – ADVANCED MICRO DEVICES INCBuy99,1380.15
≡BTDR – BITDEER TECHNOLOGIES GROUPAdd 92.36%1,651,450−0.15
≡SHAZ – SHARONAI HOLDINGS INCBuy796,1080.13
≡SMH – VANECK ETF TRUSTBuy26,9500.08
≡INTC – INTEL CORPAdd 20234300.00%202,3430.07
≡TSM – TAIWAN SEMICONDUCTOR MANUFACBuy22,4230.06
≡HIVE – HIVE DIGITAL TECHNOLOGIES LTBuy3,391,5470.05
≡ASML – ASML HLDG NV N Y REGISTRYBuy4,6330.04
≡MU – MICRON TECHNOLOGY INCBuy17,3620.04
≡BITFARMS LTDAdd 188.18%12,978,740−0.01
≡GLW – CORNING INCBuy5,2830.01
≡NVDA – NVIDIA CORPORATIONBuy2,8550.00
Add 48.19%
1,983,356
−5.69
≡SNDK – SANDISK CORPAdd 816.70%939,2004.22
≡CIFR – CIPHER MINING INCBuy10,469,0932.80
≡IREN – IREN LIMITEDAdd 20.50%1,480,200−2.23
≡APLD – APPLIED DIGITAL CORPAdd 86.98%5,274,9051.68
≡COHR – COHERENT CORPAdd 211.08%325,9001.21
≡CORZ – CORE SCIENTIFIC INC NEWAdd 42.50%8,575,944−1.16
≡KRC – KILROY RLTY CORPBuy1,327,7000.90
≡EQT – EQT CORPAdd 103.90%1,264,8390.81
≡TSEM – TOWER SEMICONDUCTOR LTDAdd 53.63%252,4040.72
≡EQTCALL – EQT CORPBuy700,0000.68
≡BECALL – BLOOM ENERGY CORPBuy408,5000.64
≡WYFI – WHITEFIBER INCBuy1,757,6000.50
≡PSIX – POWER SOLUTIONS INTL INCBuy432,3000.45
≡SEI – SOLARIS ENERGY INFRAS INCAdd 62.26%716,2000.44
≡CLSK – CLEANSPARK INCBuy1,640,4000.30
≡BITFARMS LTDBuy6,897,1000.29
≡RIOT – RIOT PLATFORMS INCAdd 71.67%2,575,001−0.24
≡HUT – HUT 8 CORPAdd 43.61%261,2000.21
≡LBRT – LIBERTY ENERGY INCBuy567,2000.19
≡INFYPUT – INFOSYS LTDBuy500,0000.16
≡PUMP – PROPETRO HLDG CORPBuy910,3000.16
≡BW – BABCOCK & WILCOX ENTERPRISESBuy1,353,9000.16
≡BTDR – BITDEER TECHNOLOGIES GROUPAdd 92.34%858,400−0.02
≡INTC – INTEL CORPBuy10.00
≡
GDXPUT – VANECK ETF TRUST
Buy
600,000
4.73
≡CRWVPUT – COREWEAVE INCBuy1,400,0004.63
≡IREN – IREN LIMITEDAdd 12.81%820,0373.80
≡CORZ – CORE SCIENTIFIC INC NEWAdd 152.44%12,186,4962.32
≡GLXY – GALAXY DIGITAL INC.Buy2,737,5002.24
≡AVGOPUT – BROADCOM INCBuy230,0001.83
≡TSMPUT – TAIWAN SEMICONDUCTOR MFG LTDBuy270,0001.82
≡CIPHER MINING INCBuy5,740,4931.75
≡RIOT – RIOT PLATFORMS INCBuy3,592,6991.65
≡LUMENTUM HLDGS INCBuy417,6001.64
≡MUPUT – MICRON TECHNOLOGY INCBuy300,0001.21
≡SEI – SOLARIS ENERGY INFRAS INCBuy1,150,3001.11
≡BLOOM ENERGY CORPBuy3,048,0021.06
≡TSEM – TOWER SEMICONDUCTOR LTDBuy470,6000.82
≡HUT – HUT 8 CORPBuy599,0000.50
≡WESTERN DIGITAL CORPBuy152,8210.44
≡COHR – COHERENT CORPBuy154,4000.40
≡BTDR – BITDEER TECHNOLOGIES GROUPBuy929,6000.38
≡SNDK – SANDISK CORPBuy115,0000.31
≡BLOOM ENERGY CORPBuy145,8000.30
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy48,5670.28
Add 76.80%
3,472,460
3.17
≡IREN – IREN LIMITEDAdd 90.14%3,034,2542.35
≡CEG – CONSTELLATION ENERGY CORPAdd 74.05%135,8001.18
≡APLD – APPLIED DIGITAL CORPAdd 63.34%2,556,2000.87
≡EQT – EQT CORPAdd 116.83%1,155,9470.64
Add 6.85%
9,517
−8.03
≡ONTO – Onto Innovation IncBuy586,7177.08
≡EQT – EQT CorpBuy989,3985.26
≡CEG – Constellation Energy CorpAdd 90.25%87,000−4.79
≡CRWV – CoreWeave IncBuy1,225,0004.52
≡CORZ – Core Scientific Inc NewBuy4,521,5783.26
≡MOD – Modine Mfg CoAdd 980.09%650,4572.45
≡APLD – Applied Digital CorpBuy4,035,6002.26
≡IREN – IREN LimitedBuy3,366,1302.04