What Leopold Aschenbrenner Bought in Q3 2025

Situational Awareness LP · Quarterly 13F recap as filed with the SEC.

Period: 2025-09-30 · Filed · Historical

$4.14B

Total Value

28

Holdings

22

New Buys

3

Reduced

In Q3 2025, Leopold Aschenbrenner reported 28 long equity positions worth $4.14B in their Situational Awareness LP 13F filing, including 22 new positions (largest: COREWEAVE INC at $563.2M) and 2 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1INTCINTEL CORP20237400$679.0M16.41%—
2CRWVCOREWEAVE INC4115456$563.2M13.61%NEW
3CORZCORE SCIENTIFIC INC NEW20180534$362.0M8.75%152.4%
4IRENIREN LIMITED7220421$338.9M8.19%+12.8%
5CRWVCOREWEAVE INC2314500$316.7M7.65%NEW
6NVDANVIDIA CORPORATION1600000$298.5M7.21%NEW
7VSTVISTRA CORP1287910$252.3M6.10%+1.1%
8GDXVANECK ETF TRUST600000$195.8M4.73%NEW
9CRWVCOREWEAVE INC1400000$191.6M4.63%NEW
10APLDAPPLIED DIGITAL CORP6064155$139.1M3.36%-8.0%
11GLXYGALAXY DIGITAL INC.2737500$92.6M2.24%NEW
12AVGOBROADCOM INC230000$75.9M1.83%NEW
13TSMTAIWAN SEMICONDUCTOR MFG LTD270000$75.4M1.82%NEW
14CIFR 1.75 05/15/30CIPHER MINING INC5740493$72.3M1.75%NEW
15RIOTRIOT PLATFORMS INC3592699$68.4M1.65%NEW
16LITELUMENTUM HLDGS INC417600$67.9M1.64%NEW
17EQTEQT CORP1217386$66.3M1.60%-43.3%
18MUMICRON TECHNOLOGY INC300000$50.2M1.21%NEW
19SEISOLARIS ENERGY INFRAS INC1150300$46.0M1.11%NEW
20BEBLOOM ENERGY CORP3048002$43.9M1.06%NEW
21TSEMTOWER SEMICONDUCTOR LTD470600$34.0M0.82%NEW
22HUTHUT 8 CORP599000$20.9M0.50%NEW
23WDCWESTERN DIGITAL CORP152821$18.3M0.44%NEW
24COHRCOHERENT CORP154400$16.6M0.40%NEW
25BTDRBITDEER TECHNOLOGIES GROUP929600$15.9M0.38%NEW
26SNDKSANDISK CORP115000$12.9M0.31%NEW
27BEBLOOM ENERGY CORP145800$12.3M0.30%NEW
28STXSEAGATE TECHNOLOGY HLDNGS PL48567$11.5M0.28%NEW