Leopold Aschenbrenner (Situational Awareness) add IREN Limited
Leopold Aschenbrenner (Situational Awareness) add $72.8M of disclosed value in IREN Limited.
Signal
Investor Move
Action
Add
Capital
$72.8M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2025
Total Changes
13
New
1
Reduced/Sold
5
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | New | $570.1M | 0.27% |
| AVGO | Broadcom Inc. | Increased | $328.5M | 0.1% |
| VST | Vistra Corp. | Increased | $246.9M | 0.09% |
| 21874A106 | CORE SCIENTIFIC INC NEW | Increased | $136.5M | 0.05% |
| Q4982L109 | IREN LIMITED | Increased | $93.3M | 0.03% |
| EQT | EQT Corporation | Increased | $125.1M | 0.03% |
| 683344105 | 683344105 | Sold out | $0 | 0.03% |
| CEG | Constellation Energy Corporation | Increased | $103M | 0.03% |
| 607828100 | 607828100 | Sold out | $0 | 0.03% |
| 21873S108 | 21873S108 | Sold out | $0 | 0.02% |
| 38169207 | APPLIED DIGITAL CORP | Increased | $66.4M | 0.02% |
| 87422Q109 | 87422Q109 | Sold out | $0 | 0.01% |
| INTC | Intel Corporation | Reduced | $453.3M | 0% |