What Leopold Aschenbrenner Bought in Q2 2025
Situational Awareness LP · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.12B
Total Value
9
Holdings
0
New Buys
0
Reduced
In Q2 2025, Leopold Aschenbrenner reported 9 long equity positions worth $2.12B in their Situational Awareness LP 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 2044100 | $570.1M | 26.85% | — |
| 2 | INTC | INTEL CORP | 20237400 | $453.3M | 21.35% | — |
| 3 | AVGO | BROADCOM INC | 1191606 | $328.5M | 15.47% | — |
| 4 | VST | VISTRA CORP | 1274178 | $246.9M | 11.63% | — |
| 5 | CORZ | CORE SCIENTIFIC INC NEW | 7994038 | $136.5M | 6.43% | — |
| 6 | EQT | EQT CORP | 2145345 | $125.1M | 5.89% | — |
| 7 | CEG | CONSTELLATION ENERGY CORP | 319200 | $103.0M | 4.85% | — |
| 8 | IREN | IREN LIMITED | 6400384 | $93.3M | 4.39% | — |
| 9 | APLD | APPLIED DIGITAL CORP | 6591800 | $66.4M | 3.13% | — |