What Leopold Aschenbrenner last reported owning
Situational Awareness LP
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $20.24B across 26 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SANDISK CORP | $5.67B | 2,495,344 | |
| 2 | MICRON TECHNOLOGY INC | $5.57B | 4,828,786 | |
| 3 | BLOOM ENERGY CORP | $1.90B | 6,272,808 | |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $1.27B | 2,649,035 | |
| 5 | NEBIUS GROUP N.V. | $1.23B | 4,464,260 | |
| 6 | COREWEAVE INC | $744.5M | 7,479,558 | |
| 7 | CORE SCIENTIFIC INC NEW | $665.6M | 26,008,473 | |
| 8 | STMICROELECTRONICS | $584.3M | 7,802,700 | |
| 9 | APPLIED DIGITAL CORP | $469.0M | 15,384,616 | |
| 10 | RIOT PLATFORMS INC | $468.2M | 17,100,000 | |
| 11 | SHARONAI HOLDINGS INC | $456.8M | 5,396,127 | |
| 12 | IREN LIMITED | $433.3M | 9,474,099 | |
| 13 | CLEANSPARK INC | $178.6M | 12,276,139 | |
| 14 | KEEL INFRASTRUCTURE CORP | $151.8M | 26,451,393 | |
| 15 | SOLARIS ENERGY INFRAS INC | $90.9M | 1,129,621 | |
| 16 | WHITEFIBER INC | $68.3M | 1,757,600 | |
| 17 | BITDEER TECHNOLOGIES GROUP | $54.6M | 3,439,450 | |
| 18 | T1 ENERGY INC | $46.5M | 4,900,000 | |
| 19 | BLOOM ENERGY CORPCALL | $44.1M | 145,800 | |
| 20 | HIVE DIGITAL TECHNOLOGIES LT | $33.2M | 9,133,726 | |
| 21 | BABCOCK & WILCOX ENTERPRISES | $28.6M | 2,027,451 | |
| 22 | PROPETRO HLDG CORP | $28.1M | 1,960,382 | |
| 23 | TAIWAN SEMICONDUCTOR MANUFACCALL | $23.9M | 50,000 | |
| 24 | VISHAY INTERTECHNOLOGY INC | $20.2M | 375,000 | |
| 25 | INFOSYS LTDPUT | $5.2M | 500,000 |
Showing top 25 of 26 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- NEBIUS GROUP N.V.$1.23B
- STMICROELECTRONICS$584.3M
- KEEL INFRASTRUCTURE CORP$151.8M
- VISHAY INTERTECHNOLOGY INC$20.2M
- CEREBRAS SYSTEMS INC$2.2M
- SANDISK CORP$5.67B
- MICRON TECHNOLOGY INC$5.57B
- TAIWAN SEMICONDUCTOR MANUFAC$1.27B
- COREWEAVE INC$744.5M
- APPLIED DIGITAL CORP$469.0M
- RIOT PLATFORMS INC$468.2M
- SHARONAI HOLDINGS INC$456.8M
- SOLARIS ENERGY INFRAS INC$90.9M
- HIVE DIGITAL TECHNOLOGIES LT$33.2M
- BABCOCK & WILCOX ENTERPRISES$28.6M
- PROPETRO HLDG CORP$28.1M
- BLOOM ENERGY CORP$1.90B
- IREN LIMITED$433.3M
- T1 ENERGY INC$46.5M
- BLOOM ENERGY CORP (Call)$44.1M
- TAIWAN SEMICONDUCTOR MANUFAC (Call)$23.9M
- VANECK ETF TRUST (Put)$2.04B
- NVIDIA CORPORATION (Put)$1.57B
- ORACLE CORP (Put)$1.07B
- BROADCOM INC (Put)$1.01B
- ADVANCED MICRO DEVICES INC (Put)$969.2M
- MICRON TECHNOLOGY INC (Put)$583.7M
- TAIWAN SEMICONDUCTOR MANUFAC (Put)$535.1M
- ASML HLDG NV N Y REGISTRY (Put)$494.1M
- MICRON TECHNOLOGY INC (Call)$422.3M
- SANDISK CORP (Call)$388.8M
- INTEL CORP (Put)$159.1M
- COREWEAVE INC (Call)$140.6M
Our coverage
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Questions people ask
What did Leopold Aschenbrenner's Situational Awareness LP own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 26 positions worth $20.24B. The largest was SANDISK CORP at $5.67B, 28.0% of the reported portfolio.
When did Situational Awareness LP last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Leopold Aschenbrenner's Situational Awareness LP buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 5 new positions, 11 positions added to, 5 trimmed and 21 sold out entirely. Each is listed above with its size.
Does this page show everything Situational Awareness LP owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.