LA
Leopold Aschenbrenner (Situational Awareness) disclosed sold out in MARVELL TECHNOLOGY INC
Leopold Aschenbrenner (Situational Awareness) filed a 13F change in MARVELL TECHNOLOGY INC (573874104) on 2025-05-14, covering period end 2025-03-31.
Action
Sold out
Capital
$0 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
14 changes from Leopold Aschenbrenner (Situational Awareness), filed 2025-05-14 for period end 2025-03-31.
$1.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
458140100 Intel Corp | New | $459.6M | $459.6M | 45.70% |
11135F101 Broadcom Inc | New | $117.2M | $117.2M | 11.66% |
573874104 MARVELL TECHNOLOGY INC | Sold out | -$86.8M | $0 | 8.63% |
683344105 Onto Innovation Inc | New | $71.2M | $71.2M | 7.08% |
26884L109 EQT Corp | New | $52.9M | $52.9M | 5.26% |
92537N108 VERTIV HOLDINGS CO | Sold out | -$51.7M | $0 | 5.14% |
607828100 Modine Mfg Co | Increased | $47.3M | $55.0M | 4.71% |
21873S108 CoreWeave Inc | New | $45.4M | $45.4M | 4.52% |
21874A106 Core Scientific Inc New | New | $32.7M | $32.7M | 3.26% |
38169207 Applied Digital Corp | New | $22.7M | $22.7M | 2.26% |
Q4982L109 IREN Limited | New | $20.5M | $20.5M | 2.04% |
21037T109 Constellation Energy Corp | Increased | $15.4M | $37.0M | 1.53% |
92840M102 Vistra Corp | Increased | $2.7M | $61.8M | 0.27% |
87422Q109 Talen Energy Corp | Increased | $1.7M | $29.6M | 0.16% |