Leopold Aschenbrenner

Situational Awareness

Leopold Aschenbrenner (Situational Awareness) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Leopold Aschenbrenner (Situational Awareness) portfolio page tracks Situational Awareness holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Situational Awareness owns and how disclosed positions change over time. Leopold Aschenbrenner (Situational Awareness)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Unmapped 13F security (PORTFOLIO), NVIDIA Corporation (NVDA), Oracle Corporation (ORCL), Micron Technology Inc (MU), and Broadcom Inc. (AVGO). Investors use Situational Awareness 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
SANDISK CORPSNDK · Q1 2026$635.34$2,090.71+$2.5B+229.1%$3.7B
Micron Technology IncMU · Q1 2026$337.84$1,048.51+$2.1B+210.4%$3.1B
Intel CorpINTC · Q1 2026$44.13$131.65+$333M+198.3%$501M
SharonAI Holdings, Inc. Class A Common StockSHAZ · Q1 2026$22.73$65.69+$34M+189.0%$52M
WhiteFiber, Inc. Ordinary SharesWYFI · Q1 2026$11.91$32.00+$35M+168.7%$56M
Advanced Micro Devices IncAMD · Q1 2026$203.43$519.74+$1.5B+155.5%$2.5B
HIVE Digital Technologies Ltd.HIVE · Q1 2026$1.90$4.46+$8.7M+134.7%$15M
Bloom Energy Corporation Class A Common StockBE · Q1 2026$135.49$293.80+$1.1B+116.8%$2.0B
CleanSpark, Inc.CLSK · Q1 2026$8.51$18.04+$117M+112.0%$221M
T1 Energy IncTE · Q1 2026$4.39$9.04+$46M+105.9%$90M
IREN LIMITEDIREN · Q1 2026$34.28$67.84+$393M+97.9%$794M
Core Scientific, Inc.CORZ · Q1 2026$14.96$27.79+$334M+85.8%$723M
Bitdeer Technologies GroupBTDR · Q1 2026$8.65$15.54+$24M+79.7%$53M
Applied Digital CorporationAPLD · Q1 2026$23.74$39.16+$208M+65.0%$528M
Corning IncGLW · Q1 2026$135.97$187.54+$8.2M+37.9%$30M
ASML Holding NVASML · Q1 2026$1,320.83$1,749.04+$162M+32.4%$662M
Babcock & Wilcox Enterprises, Inc.BW · Q1 2026$14.69$19.40+$6.4M+32.1%$26M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$273M+30.4%$1.2B
CoreWeave, Inc. Class A Common StockCRWV · Q1 2026$77.47$100.88+$211M+30.2%$907M
Solaris Energy Infrastructure, Inc. Class A Common StockSEI · Q1 2026$56.51$71.49+$17M+26.5%$79M
Broadcom Inc.AVGO · Q1 2026$309.51$365.02+$180M+17.9%$1.2B
Bitfarms Ltd.BITF · Q1 2026$1.95$2.16+$4.2M+10.8%$43M
NVIDIA CorporationNVDA · Q1 2026$174.40$192.53+$163M+10.4%$1.7B
ProPetro Holding Corp.PUMP · Q1 2026$14.41$15.81+$1.3M+9.72%$14M
Oracle CorporationORCL · Q1 2026$147.11$148.68+$11M+1.07%$1.1B
Leopold Aschenbrenner Biggest Wins | TradingNote