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Leopold Aschenbrenner

FUND
Founder · Situational Awareness LP

Former OpenAI researcher; runs an AGI-thesis fund concentrated in AI compute, semiconductors, and datacenter power.

19 positions · last filed May 18, 2026
BEST SINCE FILING
CLSCLSK+0.68%
WORST SINCE FILING
TETE-41.55%
LATEST POSITIONS
Q1 2026 · 13F · % = the stock's move since the filing date
MUMUBOUGHTPUTMicron Technology Inc$693.96 → $831.23+19.78%›
MUMUBOUGHTCALLMicron Technology Inc$693.96 → $831.23+19.78%›
CIFCIFRSOLDCipher Mining Inc$19.55 → $22.78+16.54%›
AMDAMDBOUGHTPUTAdvanced Micro Devices Inc$414.14 → $482.64+16.54%›
HUTHUTSOLDHut 8 Corp$94.64 → $108.17+14.29%›
KRCKRCSOLDKilroy Rlty Corp$34.04 → $38.03+11.72%›
TSMTSMBOUGHTPUTTaiwan Semiconductor Manufac$404.90 → $407.97+0.76%›
TSMTSMBOUGHTCALLTaiwan Semiconductor Manufac$404.90 → $407.97+0.76%›
CLSCLSKBOUGHTCleanspark Inc$13.40 → $13.49+0.68%›
SMHSMHBOUGHTPUTVaneck Etf Trust$550.28 → $551.66+0.25%›
EQTEQTSOLDEqt Corp$56.52 → $52.94-6.33%›
EQTEQTSOLDCALLEqt Corp$56.52 → $52.94-6.33%›
SNDSNDKBOUGHTSandisk Corp$1,317.08 → $1,202.34-8.71%›
SNDSNDKBOUGHTCALLSandisk Corp$1,317.08 → $1,202.34-8.71%›
AVGAVGOBOUGHTPUTBroadcom Inc$429.76 → $391.79-8.84%›
NVDNVDABOUGHTPUTNvidia Corporation$225.39 → $198.87-11.77%›
TSETSEMSOLDTower Semiconductor Ltd$253.45 → $222.41-12.25%›
CORCORZSOLDCore Scientific Inc New$23.82 → $20.49-13.95%›
RIORIOTBOUGHTRiot Platforms Inc$23.42 → $20.08-14.27%›
INTINTCBOUGHTPUTIntel Corp$110.61 → $92.52-16.35%›
INTINTCSOLDCALLIntel Corp$110.61 → $92.52-16.35%›
BEBESOLDBloom Energy Corp$256.32 → $213.13-16.85%›
BEBEHELDCALLBloom Energy Corp$256.32 → $213.13-16.85%›
LITLITESOLDLumentum Hldgs Inc$870.59 → $717.48-17.59%›
SEISEISOLDSolaris Energy Infras Inc$70.98 → $52.19-26.48%›
COHCOHRSOLDCoherent Corp$366.02 → $267.60-26.89%›
IREIRENBOUGHTIren Limited$49.97 → $35.92-28.13%›
APLAPLDBOUGHTApplied Digital Corp$38.90 → $26.80-31.10%›
ORCORCLBOUGHTPUTOracle Corp$190.43 → $129.76-31.86%›
CRWCRWVBOUGHTCoreweave Inc$104.49 → $70.52-32.51%›
CRWCRWVSOLDCALLCoreweave Inc$104.49 → $70.52-32.51%›
TETEBOUGHTT1 Energy Inc$6.99 → $4.08-41.55%›
LBRLBRTSOLDLiberty Energy Inc$33.03 → $18.85-42.94%›
FILING HISTORY
what they bought, sold and held — by filing date
May 18, 2026Q1 2026 · 13F
source ↗
SMHSMHBOUGHTPUT+0.25%›
NVDNVDABOUGHTPUT-11.77%›
ORCORCLBOUGHTPUT-31.86%›
AVGAVGOBOUGHTPUT-8.84%›
AMDAMDBOUGHTPUT+16.54%›
BEBESOLD-16.85%›
SNDSNDKBOUGHT-8.71%›
MUMUBOUGHTPUT+19.78%›
CRWCRWVBOUGHT-32.51%›
TSMTSMBOUGHTPUT+0.76%›
MUMUBOUGHTCALL+19.78%›
IREIRENBOUGHT-28.13%›
CORCORZSOLD-13.95%›
SNDSNDKBOUGHTCALL-8.71%›
TSMTSMBOUGHTCALL+0.76%›
APLAPLDBOUGHT-31.10%›
INTINTCBOUGHTPUT-16.35%›
RIORIOTBOUGHT-14.27%›
CRWCRWVSOLDCALL-32.51%›
CLSCLSKBOUGHT+0.68%›
SEISEISOLD-26.48%›
BEBEHELDCALL-16.85%›
TETEBOUGHT-41.55%›
INTINTCSOLDCALL-16.35%›
LITLITESOLD-17.59%›
CIFCIFRSOLD+16.54%›
EQTEQTSOLD-6.33%›
COHCOHRSOLD-26.89%›
TSETSEMSOLD-12.25%›
KRCKRCSOLD+11.72%›
HUTHUTSOLD+14.29%›
EQTEQTSOLDCALL-6.33%›
LBRLBRTSOLD-42.94%›
Feb 11, 2026Q4 2025 · 13F
source ↗
BEBEBOUGHT+36.44%›
CRWCRWVBOUGHTCALL-25.12%›
INTINTCHELDCALL+95.37%›
LITLITEBOUGHT+22.53%›
CRWCRWVBOUGHT-25.12%›
CORCORZBOUGHT+15.02%›
IREIRENBOUGHT-17.27%›
APLAPLDBOUGHT-27.66%›
SNDSNDKBOUGHT+96.65%›
CIFCIFRBOUGHT+42.91%›
EQTEQTBOUGHT-9.01%›
COHCOHRBOUGHT+20.52%›
SEISEIBOUGHT-4.50%›
TSETSEMBOUGHT+69.05%›
RIORIOTBOUGHT+37.74%›
KRCKRCBOUGHT+17.20%›
HUTHUTBOUGHT+98.92%›
EQTEQTBOUGHTCALL-9.01%›
BEBEBOUGHTCALL+36.44%›
WYFWYFIBOUGHT+26.63%›
PSIPSIXBOUGHT-66.76%›
BTDBTDRBOUGHT-10.77%›
CLSCLSKBOUGHT+39.36%›
LBRLBRTBOUGHT-22.87%›
NVDNVDASOLDPUT+6.60%›
VSTVSTSOLD-4.80%›
GDXGDXSOLDPUT-28.20%›
CRWCRWVSOLDPUT-25.12%›
GLXGLXYSOLD+3.43%›
AVGAVGOSOLDPUT+16.30%›
TSMTSMSOLDPUT+11.21%›
LITLITESOLD+22.53%›
MUMUSOLDPUT+106.95%›
BEBESOLD+36.44%›
WDCWDCSOLD+91.92%›
Nov 14, 2025Q3 2025 · 13F
source ↗
INTINTCHELDCALL+157.07%›
CRWCRWVBOUGHT-10.20%›
CORCORZBOUGHT+35.03%›
IREIRENBOUGHT-22.77%›
CRWCRWVBOUGHTCALL-10.20%›
NVDNVDABOUGHTPUT+2.79%›
VSTVSTHELD-14.59%›
GDXGDXBOUGHTPUT-3.80%›
CRWCRWVBOUGHTPUT-10.20%›
APLAPLDSOLD+12.66%›
GLXGLXYBOUGHT-16.92%›
AVGAVGOBOUGHTPUT+13.16%›
TSMTSMBOUGHTPUT+41.34%›
RIORIOTBOUGHT+41.59%›
LITLITEBOUGHT+213.58%›
EQTEQTSOLD-10.69%›
MUMUBOUGHTPUT+231.00%›
SEISEIBOUGHT+17.50%›
BEBEBOUGHT+93.98%›
TSETSEMBOUGHT+120.53%›
HUTHUTBOUGHT+196.11%›
WDCWDCBOUGHT+238.80%›
COHCOHRBOUGHT+92.37%›
BTDBTDRBOUGHT+3.89%›
SMHSMHSOLDPUT+60.35%›
AVGAVGOSOLD+13.16%›
CEGCEGSOLD-24.34%›
Aug 14, 2025Q2 2025 · 13F
source ↗
SMHSMHBOUGHTPUT+86.50%›
INTINTCHELDCALL+293.93%›
AVGAVGOBOUGHT+28.15%›
VSTVSTBOUGHT-24.24%›
CORCORZBOUGHT+47.82%›
EQTEQTBOUGHT+0.01%›
CEGCEGBOUGHT-20.87%›
IREIRENBOUGHT+85.47%›
APLAPLDBOUGHT+81.83%›
ONTONTOSOLD+141.59%›
MODMODSOLD+43.77%›
CRWCRWVSOLD-29.49%›
TLNTLNSOLD-9.36%›
Positions reconstructed from public disclosures (congressional Periodic Transaction Reports · SEC 13F filings). Prices are frozen at each filing date and tracked live — expressions, not advice.