Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, concentrates its disclosed equity exposure on AI infrastructure bottlenecks including power generation, optical networking, and cryptocurrency mining repurposed for compute. Its most recent 13F, covering holdings as of December 31, 2025 and filed February 11, 2026, reported $5.52 billion across 29 positions after exiting large stakes in NVIDIA, Vistra, and Broadcom while initiating or scaling names tied to energy and specialized compute. The upcoming filing for the quarter ending March 31, 2026, due by mid-May, will reflect any new additions driven by the fund’s thesis on scaling constraints, with trader sentiment shaped by ongoing capital inflows, high portfolio turnover, and recent sector performance in power and data-center equities.
Polymarket डेटा का संदर्भ देने वाला प्रयोगात्मक AI-जनरेटेड सारांश। यह ट्रेडिंग सलाह नहीं है और इस बाज़ार के समाधान में कोई भूमिका नहीं निभाता। · अपडेट किया गया$121 वॉल्यूम
15 मई, 2026
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
28%
Vistra Energy
12%
$121 वॉल्यूम
Constellation Energy
$0 वॉल्यूम
12%
Eaton
$0 वॉल्यूम
8%
GE Vernova
$0 वॉल्यूम
12%
MARA Holdings
$0 वॉल्यूम
9%
Micron
$50 वॉल्यूम
50%
Oklo
$0 वॉल्यूम
7%
Qualcomm
$54 वॉल्यूम
50%
TeraWulf
$0 वॉल्यूम
7%
Vertiv
$10 वॉल्यूम
28%
Vistra Energy
$7 वॉल्यूम
12%
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, concentrates its disclosed equity exposure on AI infrastructure bottlenecks including power generation, optical networking, and cryptocurrency mining repurposed for compute. Its most recent 13F, covering holdings as of December 31, 2025 and filed February 11, 2026, reported $5.52 billion across 29 positions after exiting large stakes in NVIDIA, Vistra, and Broadcom while initiating or scaling names tied to energy and specialized compute. The upcoming filing for the quarter ending March 31, 2026, due by mid-May, will reflect any new additions driven by the fund’s thesis on scaling constraints, with trader sentiment shaped by ongoing capital inflows, high portfolio turnover, and recent sector performance in power and data-center equities.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
बाज़ार खुला: May 13, 2026, 12:35 PM ET
वॉल्यूम
$121समाप्ति तिथि
15 मई, 2026बाज़ार खुला
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, concentrates its disclosed equity exposure on AI infrastructure bottlenecks including power generation, optical networking, and cryptocurrency mining repurposed for compute. Its most recent 13F, covering holdings as of December 31, 2025 and filed February 11, 2026, reported $5.52 billion across 29 positions after exiting large stakes in NVIDIA, Vistra, and Broadcom while initiating or scaling names tied to energy and specialized compute. The upcoming filing for the quarter ending March 31, 2026, due by mid-May, will reflect any new additions driven by the fund’s thesis on scaling constraints, with trader sentiment shaped by ongoing capital inflows, high portfolio turnover, and recent sector performance in power and data-center equities.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
वॉल्यूम
$121समाप्ति तिथि
15 मई, 2026बाज़ार खुला
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, concentrates its disclosed equity exposure on AI infrastructure bottlenecks including power generation, optical networking, and cryptocurrency mining repurposed for compute. Its most recent 13F, covering holdings as of December 31, 2025 and filed February 11, 2026, reported $5.52 billion across 29 positions after exiting large stakes in NVIDIA, Vistra, and Broadcom while initiating or scaling names tied to energy and specialized compute. The upcoming filing for the quarter ending March 31, 2026, due by mid-May, will reflect any new additions driven by the fund’s thesis on scaling constraints, with trader sentiment shaped by ongoing capital inflows, high portfolio turnover, and recent sector performance in power and data-center equities.
Polymarket डेटा का संदर्भ देने वाला प्रयोगात्मक AI-जनरेटेड सारांश। यह ट्रेडिंग सलाह नहीं है और इस बाज़ार के समाधान में कोई भूमिका नहीं निभाता। · अपडेट किया गया
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