Leopold Aschenbrenner (Situational Awareness) exit Unmapped 13F security
Leopold Aschenbrenner (Situational Awareness) exit $-20.9M of disclosed value in Unmapped 13F security.
Signal
Investor Move
Action
Exit
Capital
$-20.9M 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
Dec 31, 2025
Total Changes
48
New
23
Reduced/Sold
23
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| CRWV | CoreWeave, Inc. Class A Common Stock | New | $1.2B | 0.22% |
| 21873S108 | 21873S108 | Sold out | $0 | 0.19% |
| BE | Bloom Energy Corporation | New | $911M | 0.17% |
| LITE | Lumentum Holdings Inc. | New | $478.6M | 0.09% |
| CORZ | Core Scientific, Inc. | New | $418.7M | 0.08% |
| 21874A106 | 21874A106 | Sold out | $0 | 0.07% |
| Q4982L109 | Q4982L109 | Sold out | $0 | 0.06% |
| IREN | IREN Limited | New | $328.6M | 0.06% |
| NVDA | NVDA | Sold out | $0 | 0.05% |
| APLD | Applied Digital Corporation | New | $278M | 0.05% |
| VST | VST | Sold out | $0 | 0.05% |
| SNDK | SANDISK CORP | New | $250.2M | 0.05% |
| 92189F106 | 92189F106 | Sold out | $0 | 0.04% |
| CIFR | Cipher Mining Inc. | New | $154.5M | 0.03% |
| 38169207 | 38169207 | Sold out | $0 | 0.03% |
| EQT | EQT CORP | Increased | $170.6M | 0.02% |
| 36317J209 | 36317J209 | Sold out | $0 | 0.02% |
| COHR | COHERENT CORP | New | $88.6M | 0.02% |
| SEI | Solaris Energy Infrastructure, Inc. | New | $85.8M | 0.02% |
| TSEM | Tower Semiconductor Ltd. | New | $84.9M | 0.02% |