13F manager/IREN/

Leopold Aschenbrenner (Situational Awareness) other IREN Limited

Leopold Aschenbrenner (Situational Awareness) other $20.5M of disclosed value in IREN Limited.

Signal
Investor Move
Action
Other
Capital
$20.5M 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
Mar 31, 2025
Total Changes
14
New
8
Reduced/Sold
2

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
INTCIntel CorporationNew$459.6M0.46%
AVGOBroadcom Inc.New$117.2M0.12%
MRVLMRVLSold out$00.09%
683344105Onto Innovation IncNew$71.2M0.07%
EQTEQT CorporationNew$52.9M0.05%
VRTVRTSold out$00.05%
607828100Modine Mfg CoIncreased$55M0.05%
21873S108CoreWeave IncNew$45.4M0.05%
21874A106Core Scientific Inc NewNew$32.7M0.03%
38169207Applied Digital CorpNew$22.7M0.02%
Q4982L109IREN LimitedNew$20.5M0.02%
CEGConstellation Energy CorporationIncreased$37M0.02%
VSTVistra Corp.Increased$61.8M0%
87422Q109Talen Energy CorpIncreased$29.6M0%

Evidence