Leopold Aschenbrenner (Situational Awareness) other Unmapped 13F security
Leopold Aschenbrenner (Situational Awareness) other $56.2M of disclosed value in Unmapped 13F security.
Signal
Investor Move
Action
Other
Capital
$56.2M 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
Sep 30, 2025
Total Changes
27
New
18
Reduced/Sold
4
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| 21873S108 | COREWEAVE INC | New | $1.1B | 0.26% |
| SMH | SMH | Sold out | $0 | 0.14% |
| NVDA | NVIDIA Corporation | New | $298.5M | 0.07% |
| AVGO | Broadcom Inc. | Reduced | $75.9M | 0.06% |
| Q4982L109 | IREN LIMITED | Increased | $338.9M | 0.06% |
| INTC | Intel Corporation | Increased | $679M | 0.05% |
| 21874A106 | CORE SCIENTIFIC INC NEW | Increased | $362M | 0.05% |
| 92189F106 | VANECK ETF TRUST | New | $195.8M | 0.05% |
| CEG | CEG | Sold out | $0 | 0.02% |
| 36317J209 | GALAXY DIGITAL INC. | New | $92.6M | 0.02% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | New | $75.4M | 0.02% |
| 38169207 | APPLIED DIGITAL CORP | Increased | $139.1M | 0.02% |
| 17253JAA4 | CIPHER MINING INC | New | $72.3M | 0.02% |
| 767292105 | RIOT PLATFORMS INC | New | $68.4M | 0.02% |
| 55024UAD1 | LUMENTUM HLDGS INC | New | $67.9M | 0.02% |
| EQT | EQT Corporation | Reduced | $66.3M | 0.01% |
| 093712AH0 | BLOOM ENERGY CORP | New | $56.2M | 0.01% |
| MU | Micron Technology, Inc. | New | $50.2M | 0.01% |
| 83418M103 | SOLARIS ENERGY INFRAS INC | New | $46M | 0.01% |
| M87915274 | TOWER SEMICONDUCTOR LTD | New | $34M | 0.01% |