What Leopold Aschenbrenner Bought in Q2 2026
Situational Awareness LP · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$20.24B
Total Value
26
Holdings
5
New Buys
4
Reduced
In Q2 2026, Leopold Aschenbrenner reported 26 long equity positions worth $20.24B in their Situational Awareness LP 13F filing, including 5 new positions (largest: NEBIUS GROUP N.V. at $1.23B) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 2495344 | $5.67B | 28.03% | +118.9% |
| 2 | MU | MICRON TECHNOLOGY INC | 4828786 | $5.57B | 27.54% | +27712.4% |
| 3 | BE | BLOOM ENERGY CORP | 6272808 | $1.90B | 9.38% | -3.3% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2649035 | $1.27B | 6.25% | +11713.9% |
| 5 | NBIS | NEBIUS GROUP N.V. | 4464260 | $1.23B | 6.09% | NEW |
| 6 | CRWV | COREWEAVE INC | 7479558 | $744.5M | 3.68% | +4.2% |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | 26008473 | $665.6M | 3.29% | — |
| 8 | STMEF | STMICROELECTRONICS | 7802700 | $584.3M | 2.89% | NEW |
| 9 | APLD | APPLIED DIGITAL CORP | 15384616 | $469.0M | 2.32% | +14.1% |
| 10 | RIOT | RIOT PLATFORMS INC | 17100000 | $468.2M | 2.31% | +48.7% |
| 11 | SHAZW | SHARONAI HOLDINGS INC | 5396127 | $456.8M | 2.26% | 577.8% |
| 12 | IREN | IREN LIMITED | 9474099 | $433.3M | 2.14% | +-19.0% |
| 13 | CLSKW | CLEANSPARK INC | 12276139 | $178.6M | 0.88% | — |
| 14 | KEEL | KEEL INFRASTRUCTURE CORP | 26451393 | $151.8M | 0.75% | NEW |
| 15 | SEI | SOLARIS ENERGY INFRAS INC | 1129621 | $90.9M | 0.45% | +2.2% |
| 16 | WYFI | WHITEFIBER INC | 1757600 | $68.3M | 0.34% | — |
| 17 | BTDR | BITDEER TECHNOLOGIES GROUP | 3439450 | $54.6M | 0.27% | — |
| 18 | TE | T1 ENERGY INC | 4900000 | $46.5M | 0.23% | +-51.0% |
| 19 | BE | BLOOM ENERGY CORP | 145800 | $44.1M | 0.22% | -64.3% |
| 20 | HIVE | HIVE DIGITAL TECHNOLOGIES LT | 9133726 | $33.2M | 0.16% | +169.3% |
| 21 | BW | BABCOCK & WILCOX ENTERPRISES | 2027451 | $28.6M | 0.14% | +49.7% |
| 22 | PUMP | PROPETRO HLDG CORP | 1960382 | $28.1M | 0.14% | 115.4% |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 50000 | $23.9M | 0.12% | +-95.2% |
| 24 | VSH | VISHAY INTERTECHNOLOGY INC | 375000 | $20.2M | 0.10% | NEW |
| 25 | INFY | INFOSYS LTD | 500000 | $5.2M | 0.03% | — |
| 26 | CBRS | CEREBRAS SYSTEMS INC | 10000 | $2.2M | 0.01% | NEW |