LA
Leopold Aschenbrenner (Situational Awareness) disclosed increased in SANDISK CORP
Leopold Aschenbrenner (Situational Awareness) filed a 13F change in SANDISK CORP (80004C200) on 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$1,113,127,751 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 2026-05-15 for period end 2026-03-31.
$13.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
92189F676 VANECK ETF TRUST | New | $2.1B | $2.1B | 15.01% |
67066G104 NVIDIA CORPORATION | New | $1.6B | $1.6B | 11.47% |
68389X105 ORACLE CORP | New | $1.1B | $1.1B | 7.84% |
595112103 MICRON TECHNOLOGY INC | New | $1.0B | $1.0B | 7.40% |
11135F101 BROADCOM INC | New | $1.0B | $1.0B | 7.36% |
7903107 ADVANCED MICRO DEVICES INC | New | $989.3M | $989.3M | 7.23% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | New | $897.5M | $897.5M | 6.56% |
80004C200 SANDISK CORP | Increased | $862.9M | $1.1B | 6.31% |
458140100 INTEL CORP | Reduced | -$578.7M | $168.0M | 4.23% |
21873S108 COREWEAVE INC | Reduced | -$514.5M | $696.6M | 3.76% |
N07059210 ASML HLDG NV N Y REGISTRY | New | $500.2M | $500.2M | 3.66% |
55024U109 LUMENTUM HLDGS INC | Sold out | -$478.6M | $0 | 3.50% |
26884L109 EQT CORP | Sold out | -$170.6M | $0 | 1.25% |
17253J106 CIPHER MINING INC | Sold out | -$154.5M | $0 | 1.13% |
19247G107 COHERENT CORP | Sold out | -$88.6M | $0 | 0.65% |
18452B209 CLEANSPARK INC | Increased | $87.9M | $104.5M | 0.64% |
M87915274 TOWER SEMICONDUCTOR LTD | Sold out | -$84.9M | $0 | 0.62% |
Q4982L109 IREN LIMITED | Increased | $72.4M | $401.0M | 0.53% |
767292105 RIOT PLATFORMS INC | Increased | $64.0M | $142.2M | 0.47% |
49427F108 KILROY RLTY CORP | Sold out | -$49.6M | $0 | 0.36% |
35834F104 T1 ENERGY INC | New | $43.9M | $43.9M | 0.32% |
38169207 APPLIED DIGITAL CORP | Increased | $41.9M | $320.0M | 0.31% |
44812J104 HUT 8 CORP | Sold out | -$39.5M | $0 | 0.29% |
21874A106 CORE SCIENTIFIC INC NEW | Reduced | -$29.6M | $389.1M | 0.22% |
83418M103 SOLARIS ENERGY INFRAS INC | Reduced | -$23.3M | $62.5M | 0.17% |
93712107 BLOOM ENERGY CORP | Increased | $23.1M | $934.1M | 0.17% |
09173B107 BITFARMS LTD | Increased | $22.5M | $38.8M | 0.16% |
219350105 CORNING INC | New | $21.7M | $21.7M | 0.16% |
778920306 SHARONAI HOLDINGS INC | New | $18.1M | $18.1M | 0.13% |
05614L209 BABCOCK & WILCOX ENTERPRISES | Increased | $11.3M | $19.9M | 0.08% |
53115L104 LIBERTY ENERGY INC | Sold out | -$10.5M | $0 | 0.08% |
G11448100 BITDEER TECHNOLOGIES GROUP | Increased | $9.7M | $29.8M | 0.07% |
G96115103 WHITEFIBER INC | Reduced | -$6.8M | $20.9M | 0.05% |
433921103 HIVE DIGITAL TECHNOLOGIES LT | New | $6.4M | $6.4M | 0.05% |
74347M108 PROPETRO HLDG CORP | Increased | $4.5M | $13.1M | 0.03% |
456788108 INFOSYS LTD | Reduced | -$2.2M | $6.8M | 0.02% |
73933G202 POWER SOLUTIONS INTL INC | Increased | $1.6M | $26.3M | 0.01% |