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Finanza·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

icon for Will Situational Awareness add ___ to its upcoming 13F?
Finanza·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

$112 Vol.

15 mag 2026
Polymarket

$112 Vol.

Polymarket

Constellation Energy

$0 Vol.

50%

Eaton

$0 Vol.

8%

GE Vernova

$0 Vol.

50%

MARA Holdings

$0 Vol.

9%

Micron

$50 Vol.

50%

Oklo

$0 Vol.

7%

Qualcomm

$54 Vol.

51%

TeraWulf

$0 Vol.

7%

Vertiv

$8 Vol.

37%

Vistra Energy

$0 Vol.

50%

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 run by former OpenAI researcher Leopold Aschenbrenner, concentrates its equity book on AI infrastructure bottlenecks, including power generation and advanced compute plays. Its most recent 13F for the fourth quarter of 2025 showed a $5.5 billion portfolio with outsized positions in Bloom Energy and Intel call options, reflecting the manager’s view that energy constraints and domestic semiconductor capacity will remain critical bottlenecks as AI training clusters scale. Traders price upcoming first-quarter 2026 additions by tracking share-price momentum in names aligned with that thesis, such as nuclear, grid, and data-center equipment suppliers, alongside any public commentary from Aschenbrenner. The filing deadline of May 15 creates a narrow window for last-minute position changes, and consensus odds reflect the fund’s historically high-conviction, concentrated style rather than broad index exposure.

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).
Volume
$112
Data di fine
15 mag 2026
Mercato aperto
May 13, 2026, 12:35 PM ET

Resolver

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).
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 run by former OpenAI researcher Leopold Aschenbrenner, concentrates its equity book on AI infrastructure bottlenecks, including power generation and advanced compute plays. Its most recent 13F for the fourth quarter of 2025 showed a $5.5 billion portfolio with outsized positions in Bloom Energy and Intel call options, reflecting the manager’s view that energy constraints and domestic semiconductor capacity will remain critical bottlenecks as AI training clusters scale. Traders price upcoming first-quarter 2026 additions by tracking share-price momentum in names aligned with that thesis, such as nuclear, grid, and data-center equipment suppliers, alongside any public commentary from Aschenbrenner. The filing deadline of May 15 creates a narrow window for last-minute position changes, and consensus odds reflect the fund’s historically high-conviction, concentrated style rather than broad index exposure.

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).
Volume
$112
Data di fine
15 mag 2026
Mercato aperto
May 13, 2026, 12:35 PM ET

Resolver

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).

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Domande frequenti

"Will Situational Awareness add ___ to its upcoming 13F?" è un mercato predittivo su Polymarket con 10 possibili esiti dove i trader comprano e vendono azioni in base a ciò che credono accadrà. L'esito attualmente in testa è "Qualcomm" a 51%, seguito da "Constellation Energy" a 50%. I prezzi riflettono probabilità aggregate in tempo reale. Ad esempio, un'azione quotata a 51¢ implica che il mercato assegna collettivamente una probabilità di 51% a quell'esito. Queste quote cambiano continuamente man mano che i trader reagiscono a nuovi sviluppi e informazioni. Le azioni nell'esito corretto possono essere riscattate per $1 ciascuna alla risoluzione del mercato.

"Will Situational Awareness add ___ to its upcoming 13F?" è un mercato appena creato su Polymarket, lanciato il May 13, 2026. Come mercato nuovo, questa è la tua opportunità di essere tra i primi trader a stabilire le quote e i segnali di prezzo iniziali del mercato. Puoi anche aggiungere questa pagina ai preferiti per monitorare il volume e l'attività di trading man mano che il mercato guadagna visibilità.

Per fare trading su "Will Situational Awareness add ___ to its upcoming 13F?", esplora i 10 esiti disponibili elencati in questa pagina. Ogni esito mostra un prezzo corrente che rappresenta la probabilità implicita del mercato. Per prendere una posizione, seleziona l'esito che ritieni più probabile, scegli "Sì" per fare trading a suo favore o "No" per fare trading contro di esso, inserisci il tuo importo e clicca "Trading". Se il tuo esito scelto è corretto alla risoluzione del mercato, le tue azioni "Sì" pagano $1 ciascuna. Se è errato, pagano $0. Puoi anche vendere le tue azioni in qualsiasi momento prima della risoluzione se vuoi consolidare un profitto o limitare una perdita.

L'attuale favorito per "Will Situational Awareness add ___ to its upcoming 13F?" è "Qualcomm" a 51%, il che significa che il mercato assegna una probabilità di 51% a quell'esito. L'esito successivo più vicino è "Constellation Energy" a 50%. Queste quote si aggiornano in tempo reale man mano che i trader comprano e vendono azioni, quindi riflettono l'ultima visione collettiva di ciò che è più probabile che accada. Controlla frequentemente o aggiungi questa pagina ai preferiti per seguire come cambiano le quote man mano che emergono nuove informazioni.

Le regole di risoluzione per "Will Situational Awareness add ___ to its upcoming 13F?" definiscono esattamente cosa deve accadere affinché ogni esito venga dichiarato vincitore — comprese le fonti di dati ufficiali utilizzate per determinare il risultato. Puoi consultare i criteri completi di risoluzione nella sezione "Regole" di questa pagina sopra i commenti. Ti consigliamo di leggere attentamente le regole prima di fare trading, poiché specificano le condizioni precise, i casi limite e le fonti che regolano come viene risolto questo mercato.