LA
Leopold Aschenbrenner (Situational Awareness) disclosed new in TAIWAN SEMICONDUCTOR MFG LTD
Leopold Aschenbrenner (Situational Awareness) filed a 13F change in TAIWAN SEMICONDUCTOR MFG LTD (874039100) on 2025-11-14, covering period end 2025-09-30.
Action
New
Capital
$75,408,300 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
27 changes from Leopold Aschenbrenner (Situational Awareness), filed 2025-11-14 for period end 2025-09-30.
$4.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
21873S108 COREWEAVE INC | New | $1.1B | $1.1B | 25.89% |
92189F676 VANECK ETF TRUST | Sold out | -$570.1M | $0 | 13.77% |
67066G104 NVIDIA CORPORATION | New | $298.5M | $298.5M | 7.21% |
11135F101 BROADCOM INC | Reduced | -$252.6M | $75.9M | 6.10% |
Q4982L109 IREN LIMITED | Increased | $245.6M | $338.9M | 5.93% |
458140100 INTEL CORP | Increased | $225.6M | $679.0M | 5.45% |
21874A106 CORE SCIENTIFIC INC NEW | Increased | $225.6M | $362.0M | 5.45% |
92189F106 VANECK ETF TRUST | New | $195.8M | $195.8M | 4.73% |
21037T109 CONSTELLATION ENERGY CORP | Sold out | -$103.0M | $0 | 2.49% |
36317J209 GALAXY DIGITAL INC. | New | $92.6M | $92.6M | 2.24% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | New | $75.4M | $75.4M | 1.82% |
38169207 APPLIED DIGITAL CORP | Increased | $72.7M | $139.1M | 1.76% |
17253JAA4 CIPHER MINING INC | New | $72.3M | $72.3M | 1.75% |
767292105 RIOT PLATFORMS INC | New | $68.4M | $68.4M | 1.65% |
55024UAD1 LUMENTUM HLDGS INC | New | $67.9M | $67.9M | 1.64% |
26884L109 EQT CORP | Reduced | -$58.9M | $66.3M | 1.42% |
093712AH0 BLOOM ENERGY CORP | New | $56.2M | $56.2M | 1.36% |
595112103 MICRON TECHNOLOGY INC | New | $50.2M | $50.2M | 1.21% |
83418M103 SOLARIS ENERGY INFRAS INC | New | $46.0M | $46.0M | 1.11% |
M87915274 TOWER SEMICONDUCTOR LTD | New | $34.0M | $34.0M | 0.82% |
44812J104 HUT 8 CORP | New | $20.9M | $20.9M | 0.50% |
958102AT2 WESTERN DIGITAL CORP | New | $18.3M | $18.3M | 0.44% |
19247G107 COHERENT CORP | New | $16.6M | $16.6M | 0.40% |
G11448100 BITDEER TECHNOLOGIES GROUP | New | $15.9M | $15.9M | 0.38% |
80004C200 SANDISK CORP | New | $12.9M | $12.9M | 0.31% |
G7997R103 SEAGATE TECHNOLOGY HLDNGS PL | New | $11.5M | $11.5M | 0.28% |
92840M102 VISTRA CORP | Increased | $5.4M | $252.3M | 0.13% |