{"success":true,"meta":{"generated_at":"2026-08-29T13:45:28.387Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"id":14920,"name":"Leopold Aschenbrenner","fund_name":"Situational Awareness LP","cik":"0002045724","description":"AGI-focused concentrated investor, ex-OpenAI","url":"https://superinvestorclub.com/manager/14920","markdown_url":"https://superinvestorclub.com/manager/14920/llm.txt","latest_period":"2026-06-30","latest_filing_date":"2026-08-14","total_value":20242292228,"num_holdings":26,"filings":[{"period":"2026-06-30","filing_date":"2026-08-14","accession_number":"0000935836-26-000418"},{"period":"2026-03-31","filing_date":"2026-05-18","accession_number":"0002045724-26-000008"},{"period":"2025-12-31","filing_date":"2026-02-11","accession_number":"0002045724-26-000002"},{"period":"2025-09-30","filing_date":"2025-11-14","accession_number":"0002045724-25-000008"},{"period":"2025-06-30","filing_date":"2025-08-14","accession_number":"0002045724-25-000006"}],"holdings":[{"ticker":"SNDK","cusip":"80004C200","company_name":"SANDISK CORP","shares":"2495344","value":5673738513,"pct_of_portfolio":28.02913054062051,"security_type":"SH","change_type":"INCREASED","shares_change_pct":118.86697792072583,"prev_shares":"1140119","prev_value":724363205},{"ticker":"MU","cusip":"595112103","company_name":"MICRON TECHNOLOGY INC","shares":"4828786","value":5573819392,"pct_of_portfolio":27.535514897320056,"security_type":"SH","change_type":"INCREASED","shares_change_pct":27712.383365971662,"prev_shares":"17362","prev_value":5865578},{"ticker":"BE","cusip":"093712107","company_name":"BLOOM ENERGY CORP","shares":"6272808","value":1898778982,"pct_of_portfolio":9.380256744705662,"security_type":"SH","change_type":"REDUCED","shares_change_pct":-3.278128376811451,"prev_shares":"6485408","prev_value":878707930},{"ticker":"TSM","cusip":"874039100","company_name":"TAIWAN SEMICONDUCTOR MANUFAC","shares":"2649035","value":1265099645,"pct_of_portfolio":6.24978451427581,"security_type":"SH","change_type":"INCREASED","shares_change_pct":11713.918744146635,"prev_shares":"22423","prev_value":7577853},{"ticker":"NBIS","cusip":"N97284108","company_name":"NEBIUS GROUP N.V.","shares":"4464260","value":1232894684,"pct_of_portfolio":6.090687112473397,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"CRWV","cusip":"21873S108","company_name":"COREWEAVE INC","shares":"7479558","value":744515203,"pct_of_portfolio":3.6780182531410888,"security_type":"SH","change_type":"INCREASED","shares_change_pct":4.2023182485062875,"prev_shares":"7177919","prev_value":556073385},{"ticker":"CORZ","cusip":"21874A106","company_name":"CORE SCIENTIFIC INC NEW","shares":"26008473","value":665556824,"pct_of_portfolio":3.28795186090325,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"26008473","prev_value":389086756},{"ticker":"STMEF","cusip":"861012102","company_name":"STMICROELECTRONICS","shares":"7802700","value":584344203,"pct_of_portfolio":2.8867491705890416,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"APLD","cusip":"038169207","company_name":"APPLIED DIGITAL CORP","shares":"15384616","value":469022807,"pct_of_portfolio":2.3170439479735783,"security_type":"SH","change_type":"INCREASED","shares_change_pct":14.14242510890357,"prev_shares":"13478438","prev_value":319978118},{"ticker":"RIOT","cusip":"767292105","company_name":"RIOT PLATFORMS INC","shares":"17100000","value":468198000,"pct_of_portfolio":2.3129692760406284,"security_type":"SH","change_type":"INCREASED","shares_change_pct":48.668025776427456,"prev_shares":"11502137","prev_value":142166413},{"ticker":"SHAZW","cusip":"778920306","company_name":"SHARONAI HOLDINGS INC","shares":"5396127","value":456836112,"pct_of_portfolio":2.256839822557669,"security_type":"SH","change_type":"REDUCED","shares_change_pct":577.8134373728187,"prev_shares":"796108","prev_value":18095535},{"ticker":"IREN","cusip":"Q4982L109","company_name":"IREN LIMITED","shares":"9474099","value":433250547,"pct_of_portfolio":2.14032354695833,"security_type":"SH","change_type":"INCREASED","shares_change_pct":-19.016731153144736,"prev_shares":"11698835","prev_value":401036064},{"ticker":"CLSKW","cusip":"18452B209","company_name":"CLEANSPARK INC","shares":"12276139","value":178617822,"pct_of_portfolio":0.8823991867528136,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"12276139","prev_value":104469943},{"ticker":"KEEL","cusip":"486917107","company_name":"KEEL INFRASTRUCTURE CORP","shares":"26451393","value":151830996,"pct_of_portfolio":0.7500681952905556,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"SEI","cusip":"83418M103","company_name":"SOLARIS ENERGY INFRAS INC","shares":"1129621","value":90889306,"pct_of_portfolio":0.44900698486250507,"security_type":"SH","change_type":"INCREASED","shares_change_pct":2.177194901004115,"prev_shares":"1105551","prev_value":62474687},{"ticker":"WYFI","cusip":"G96115103","company_name":"WHITEFIBER INC","shares":"1757600","value":68282760,"pct_of_portfolio":0.3373272119130282,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"1757600","prev_value":20933016},{"ticker":"BTDR","cusip":"G11448100","company_name":"BITDEER TECHNOLOGIES GROUP","shares":"3439450","value":54584072,"pct_of_portfolio":0.26965361128665555,"security_type":"SH","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"3439450","prev_value":29751243},{"ticker":"TE","cusip":"35834F104","company_name":"T1 ENERGY INC","shares":"4900000","value":46452000,"pct_of_portfolio":0.229479939706362,"security_type":"SH","change_type":"INCREASED","shares_change_pct":-51,"prev_shares":"10000000","prev_value":43900000},{"ticker":"BE","cusip":"093712107","company_name":"BLOOM ENERGY CORP","shares":"145800","value":44133660,"pct_of_portfolio":0.21802698776847243,"security_type":"CALL","change_type":"REDUCED","shares_change_pct":-64.30844553243574,"prev_shares":"408500","prev_value":55347665},{"ticker":"HIVE","cusip":"433921103","company_name":"HIVE DIGITAL TECHNOLOGIES LT","shares":"9133726","value":33246763,"pct_of_portfolio":0.16424406201394356,"security_type":"SH","change_type":"INCREASED","shares_change_pct":169.30854857679992,"prev_shares":"3391547","prev_value":6443939},{"ticker":"BW","cusip":"05614L209","company_name":"BABCOCK & WILCOX ENTERPRISES","shares":"2027451","value":28587059,"pct_of_portfolio":0.14122441607901087,"security_type":"SH","change_type":"INCREASED","shares_change_pct":49.74894748504321,"prev_shares":"1353900","prev_value":19888791},{"ticker":"PUMP","cusip":"74347M108","company_name":"PROPETRO HLDG CORP","shares":"1960382","value":28111878,"pct_of_portfolio":0.1388769497217042,"security_type":"SH","change_type":"REDUCED","shares_change_pct":115.35559705591562,"prev_shares":"910300","prev_value":13117423},{"ticker":"TSM","cusip":"874039100","company_name":"TAIWAN SEMICONDUCTOR MANUFAC","shares":"50000","value":23878500,"pct_of_portfolio":0.11796341901916742,"security_type":"CALL","change_type":"INCREASED","shares_change_pct":-95.23809523809523,"prev_shares":"1050000","prev_value":354847500},{"ticker":"VSH","cusip":"928298108","company_name":"VISHAY INTERTECHNOLOGY INC","shares":"375000","value":20167500,"pct_of_portfolio":0.09963051502686765,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null},{"ticker":"INFY","cusip":"456788108","company_name":"INFOSYS LTD","shares":"500000","value":5245000,"pct_of_portfolio":0.025911097127354444,"security_type":"PUT","change_type":"UNCHANGED","shares_change_pct":null,"prev_shares":"500000","prev_value":6755000},{"ticker":"CBRS","cusip":"15675D103","company_name":"CEREBRAS SYSTEMS INC","shares":"10000","value":2210000,"pct_of_portfolio":0.010917735872536381,"security_type":"SH","change_type":"NEW","shares_change_pct":null,"prev_shares":null,"prev_value":null}]}}