Leopold Aschenbrenner — Recent Buys
Situational Awareness LP · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Leopold Aschenbrenner opened 5 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $16.84B. Largest new position: NEBIUS GROUP N.V. at $1.23B.
New positions (5)
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 2495344 | $5.67B | 28.03% | +118.9% |
| MU | MICRON TECHNOLOGY INC | 4828786 | $5.57B | 27.54% | +27712.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2649035 | $1.27B | 6.25% | +11713.9% |
| CRWV | COREWEAVE INC | 7479558 | $744.5M | 3.68% | +4.2% |
| APLD | APPLIED DIGITAL CORP | 15384616 | $469.0M | 2.32% | +14.1% |
| RIOT | RIOT PLATFORMS INC | 17100000 | $468.2M | 2.31% | +48.7% |
| IREN | IREN LIMITED | 9474099 | $433.3M | 2.14% | +-19.0% |
| SEI | SOLARIS ENERGY INFRAS INC | 1129621 | $90.9M | 0.45% | +2.2% |
| TE | T1 ENERGY INC | 4900000 | $46.5M | 0.23% | +-51.0% |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | 9133726 | $33.2M | 0.16% | +169.3% |
| BW | BABCOCK & WILCOX ENTERPRISES | 2027451 | $28.6M | 0.14% | +49.7% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 50000 | $23.9M | 0.12% | +-95.2% |