Situational Awareness LP, led by former OpenAI researcher Leopold Aschenbrenner, commands trader attention ahead of its Q1 2026 13F-HR filing due today, disclosing U.S. equity holdings exceeding $100 million as of March 31, 2026. The fund's AUM has surged from $225 million to over $5.5 billion since inception, fueled by concentrated bets on AI infrastructure bottlenecks—power generation and compute—with Q4 2025 top holdings like Bloom Energy (BE, up 202% since entry) and Lumentum (LITE, up 331%) driving outsized returns. Polymarket trader consensus prices modest implied probabilities for new positions in energy plays like Vertiv (37% Yes) or GE Vernova (29%), reflecting thematic alignment with surging data center power demand but caution absent confirmatory signals; filing release could trigger copycat flows, with markets resolving No if delayed past June 30.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado$111 Vol.
Constellation Energy
12%
Eaton
8%
GE Vernova
18%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
7%
TeraWulf
7%
Vertiv
19%
Vistra Energy
50%
$111 Vol.
Constellation Energy
12%
Eaton
8%
GE Vernova
18%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
7%
TeraWulf
7%
Vertiv
19%
Vistra Energy
50%
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).
Mercado Aberto: 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, led by former OpenAI researcher Leopold Aschenbrenner, commands trader attention ahead of its Q1 2026 13F-HR filing due today, disclosing U.S. equity holdings exceeding $100 million as of March 31, 2026. The fund's AUM has surged from $225 million to over $5.5 billion since inception, fueled by concentrated bets on AI infrastructure bottlenecks—power generation and compute—with Q4 2025 top holdings like Bloom Energy (BE, up 202% since entry) and Lumentum (LITE, up 331%) driving outsized returns. Polymarket trader consensus prices modest implied probabilities for new positions in energy plays like Vertiv (37% Yes) or GE Vernova (29%), reflecting thematic alignment with surging data center power demand but caution absent confirmatory signals; filing release could trigger copycat flows, with markets resolving No if delayed past June 30.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado
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