Situational Awareness LP, the San Francisco-based hedge fund run by former OpenAI researcher Leopold Aschenbrenner, directs capital toward companies supplying infrastructure for artificial-intelligence scale-up, with particular emphasis on power generation, semiconductors, and data-center enablers. Its most recent 13F, covering the fourth quarter of 2025 and filed February 11, 2026, reported $5.52 billion in equity exposure across 29 holdings, including a new 10.1 million-share stake in Bloom Energy that quickly appreciated sharply. The upcoming first-quarter 2026 filing, due in mid-May, will capture any additions or increases executed by March 31 amid continued hyperscaler capital-expenditure growth and tightening energy-supply dynamics. Traders monitoring the outcome weigh the fund’s demonstrated pattern of concentrating in high-conviction infrastructure names against potential portfolio rebalancing or new regulatory or macroeconomic developments that could alter positioning.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$112 Vol.
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
28%
Vistra Energy
12%
$112 Vol.
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
28%
Vistra Energy
12%
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).
Pasar Dibuka: May 13, 2026, 12:35 PM ET
Resolver
0x65070BE91...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).
Resolver
0x65070BE91...Situational Awareness LP, the San Francisco-based hedge fund run by former OpenAI researcher Leopold Aschenbrenner, directs capital toward companies supplying infrastructure for artificial-intelligence scale-up, with particular emphasis on power generation, semiconductors, and data-center enablers. Its most recent 13F, covering the fourth quarter of 2025 and filed February 11, 2026, reported $5.52 billion in equity exposure across 29 holdings, including a new 10.1 million-share stake in Bloom Energy that quickly appreciated sharply. The upcoming first-quarter 2026 filing, due in mid-May, will capture any additions or increases executed by March 31 amid continued hyperscaler capital-expenditure growth and tightening energy-supply dynamics. Traders monitoring the outcome weigh the fund’s demonstrated pattern of concentrating in high-conviction infrastructure names against potential portfolio rebalancing or new regulatory or macroeconomic developments that could alter positioning.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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