Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, has scaled U.S. equity exposure from roughly $383 million early last year to $5.52 billion by the end of 2025 through concentrated long positions in AI infrastructure bottlenecks. Its Q4 2025 13F highlighted Bloom Energy as the top holding alongside call options on Intel and other compute-related names, underscoring a strategy centered on power generation, data centers, and Bitcoin miners. The upcoming 13F-HR, covering holdings as of March 31, 2026 and due around May 15, 2026, is expected to reflect any new additions aligned with these themes amid shifting valuations in AI-adjacent sectors and broader macroeconomic influences on growth stocks. Market participants view these filings as key signals of capital allocation, with trader sentiment shaped by the fund’s rapid AUM growth and thematic consistency rather than broad equity benchmarks.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$121 Vol.
2026/05/15
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
29%
Vistra Energy
12%
$121 Vol.
Constellation Energy
$0 Vol.
12%
Eaton
$0 Vol.
8%
GE Vernova
$0 Vol.
12%
MARA Holdings
$0 Vol.
9%
Micron
$50 Vol.
50%
Oklo
$0 Vol.
7%
Qualcomm
$54 Vol.
50%
TeraWulf
$0 Vol.
7%
Vertiv
$10 Vol.
29%
Vistra Energy
$7 Vol.
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, has scaled U.S. equity exposure from roughly $383 million early last year to $5.52 billion by the end of 2025 through concentrated long positions in AI infrastructure bottlenecks. Its Q4 2025 13F highlighted Bloom Energy as the top holding alongside call options on Intel and other compute-related names, underscoring a strategy centered on power generation, data centers, and Bitcoin miners. The upcoming 13F-HR, covering holdings as of March 31, 2026 and due around May 15, 2026, is expected to reflect any new additions aligned with these themes amid shifting valuations in AI-adjacent sectors and broader macroeconomic influences on growth stocks. Market participants view these filings as key signals of capital allocation, with trader sentiment shaped by the fund’s rapid AUM growth and thematic consistency rather than broad equity benchmarks.
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).
マーケット開始日： May 13, 2026, 12:35 PM ET
音量
$121終了日
2026/05/15マーケット開始日
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, has scaled U.S. equity exposure from roughly $383 million early last year to $5.52 billion by the end of 2025 through concentrated long positions in AI infrastructure bottlenecks. Its Q4 2025 13F highlighted Bloom Energy as the top holding alongside call options on Intel and other compute-related names, underscoring a strategy centered on power generation, data centers, and Bitcoin miners. The upcoming 13F-HR, covering holdings as of March 31, 2026 and due around May 15, 2026, is expected to reflect any new additions aligned with these themes amid shifting valuations in AI-adjacent sectors and broader macroeconomic influences on growth stocks. Market participants view these filings as key signals of capital allocation, with trader sentiment shaped by the fund’s rapid AUM growth and thematic consistency rather than broad equity benchmarks.
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).
音量
$121終了日
2026/05/15マーケット開始日
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Situational Awareness LP, the hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, has scaled U.S. equity exposure from roughly $383 million early last year to $5.52 billion by the end of 2025 through concentrated long positions in AI infrastructure bottlenecks. Its Q4 2025 13F highlighted Bloom Energy as the top holding alongside call options on Intel and other compute-related names, underscoring a strategy centered on power generation, data centers, and Bitcoin miners. The upcoming 13F-HR, covering holdings as of March 31, 2026 and due around May 15, 2026, is expected to reflect any new additions aligned with these themes amid shifting valuations in AI-adjacent sectors and broader macroeconomic influences on growth stocks. Market participants view these filings as key signals of capital allocation, with trader sentiment shaped by the fund’s rapid AUM growth and thematic consistency rather than broad equity benchmarks.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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