LA
Leopold Aschenbrenner (Situational Awareness) disclosed increased in COREWEAVE INC
Leopold Aschenbrenner (Situational Awareness) filed a 13F change in COREWEAVE INC (21873S108) on 2026-02-11, covering period end 2025-12-31.
Action
Increased
Capital
$1,211,162,272 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
37 changes from Leopold Aschenbrenner (Situational Awareness), filed 2026-02-11 for period end 2025-12-31.
$5.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
93712107 BLOOM ENERGY CORP | New | $911.0M | $911.0M | 16.51% |
55024U109 LUMENTUM HLDGS INC | New | $478.6M | $478.6M | 8.67% |
67066G104 NVIDIA CORPORATION | Sold out | -$298.5M | $0 | 5.41% |
92840M102 VISTRA CORP | Sold out | -$252.3M | $0 | 4.57% |
80004C200 SANDISK CORP | Increased | $237.3M | $250.2M | 4.30% |
92189F106 VANECK ETF TRUST | Sold out | -$195.8M | $0 | 3.55% |
17253J106 CIPHER MINING INC | New | $154.5M | $154.5M | 2.80% |
21873S108 COREWEAVE INC | Increased | $139.6M | $1.2B | 2.53% |
38169207 APPLIED DIGITAL CORP | Increased | $138.9M | $278.0M | 2.52% |
26884L109 EQT CORP | Increased | $104.3M | $170.6M | 1.89% |
36317J209 GALAXY DIGITAL INC. | Sold out | -$92.6M | $0 | 1.68% |
11135F101 BROADCOM INC | Sold out | -$75.9M | $0 | 1.38% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Sold out | -$75.4M | $0 | 1.37% |
17253JAA4 CIPHER MINING INC | Sold out | -$72.3M | $0 | 1.31% |
19247G107 COHERENT CORP | Increased | $72.0M | $88.6M | 1.31% |
55024UAD1 LUMENTUM HLDGS INC | Sold out | -$67.9M | $0 | 1.23% |
458140100 INTEL CORP | Increased | $67.8M | $746.8M | 1.23% |
21874A106 CORE SCIENTIFIC INC NEW | Increased | $56.7M | $418.7M | 1.03% |
093712AH0 BLOOM ENERGY CORP | Sold out | -$56.2M | $0 | 1.02% |
M87915274 TOWER SEMICONDUCTOR LTD | Increased | $50.9M | $84.9M | 0.92% |
595112103 MICRON TECHNOLOGY INC | Sold out | -$50.2M | $0 | 0.91% |
49427F108 KILROY RLTY CORP | New | $49.6M | $49.6M | 0.90% |
83418M103 SOLARIS ENERGY INFRAS INC | Increased | $39.8M | $85.8M | 0.72% |
G96115103 WHITEFIBER INC | New | $27.8M | $27.8M | 0.50% |
73933G202 POWER SOLUTIONS INTL INC | New | $24.7M | $24.7M | 0.45% |
44812J104 HUT 8 CORP | Increased | $18.7M | $39.5M | 0.34% |
958102AT2 WESTERN DIGITAL CORP | Sold out | -$18.3M | $0 | 0.33% |
18452B209 CLEANSPARK INC | New | $16.6M | $16.6M | 0.30% |
09173B107 BITFARMS LTD | New | $16.2M | $16.2M | 0.29% |
G7997R103 SEAGATE TECHNOLOGY HLDNGS PL | Sold out | -$11.5M | $0 | 0.21% |
53115L104 LIBERTY ENERGY INC | New | $10.5M | $10.5M | 0.19% |
Q4982L109 IREN LIMITED | Reduced | -$10.2M | $328.6M | 0.19% |
767292105 RIOT PLATFORMS INC | Increased | $9.8M | $78.1M | 0.18% |
456788108 INFOSYS LTD | New | $8.9M | $8.9M | 0.16% |
74347M108 PROPETRO HLDG CORP | New | $8.7M | $8.7M | 0.16% |
05614L209 BABCOCK & WILCOX ENTERPRISES | New | $8.6M | $8.6M | 0.16% |
G11448100 BITDEER TECHNOLOGIES GROUP | Increased | $4.2M | $20.0M | 0.08% |