Situational Awareness LP, the San Francisco-based hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, manages roughly $5.5 billion in disclosed U.S. equity exposure across 29 holdings as of its February 2026 13F filing for Q4 2025. Trader focus centers on the fund’s concentrated bets in AI infrastructure, including power generation and semiconductor supply chains, with Bloom Energy representing its largest position at over 10 million shares. The upcoming 13F-HR for holdings as of March 31, 2026, due mid-May, will reveal any additions amid recent sector volatility and the firm’s rapid AUM expansion from $225 million seed capital. Market participants monitor regulatory disclosures and comparable infrastructure plays for clues on portfolio evolution ahead of the filing deadline.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว$112 ปริมาณ
May 15, 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%
$112 ปริมาณ
Constellation Energy
$0 ปริมาณ
12%
Eaton
$0 ปริมาณ
8%
GE Vernova
$0 ปริมาณ
12%
MARA Holdings
$0 ปริมาณ
9%
Micron
$50 ปริมาณ
50%
Oklo
$0 ปริมาณ
7%
Qualcomm
$54 ปริมาณ
50%
TeraWulf
$0 ปริมาณ
7%
Vertiv
$8 ปริมาณ
28%
Vistra Energy
$0 ปริมาณ
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 San Francisco-based hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, manages roughly $5.5 billion in disclosed U.S. equity exposure across 29 holdings as of its February 2026 13F filing for Q4 2025. Trader focus centers on the fund’s concentrated bets in AI infrastructure, including power generation and semiconductor supply chains, with Bloom Energy representing its largest position at over 10 million shares. The upcoming 13F-HR for holdings as of March 31, 2026, due mid-May, will reveal any additions amid recent sector volatility and the firm’s rapid AUM expansion from $225 million seed capital. Market participants monitor regulatory disclosures and comparable infrastructure plays for clues on portfolio evolution ahead of the filing deadline.
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).
ตลาดเปิดเมื่อ: May 13, 2026, 12:35 PM ET
ปริมาณการซื้อขาย
$112วันสิ้นสุด
May 15, 2026ตลาดเปิดเมื่อ
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 San Francisco-based hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, manages roughly $5.5 billion in disclosed U.S. equity exposure across 29 holdings as of its February 2026 13F filing for Q4 2025. Trader focus centers on the fund’s concentrated bets in AI infrastructure, including power generation and semiconductor supply chains, with Bloom Energy representing its largest position at over 10 million shares. The upcoming 13F-HR for holdings as of March 31, 2026, due mid-May, will reveal any additions amid recent sector volatility and the firm’s rapid AUM expansion from $225 million seed capital. Market participants monitor regulatory disclosures and comparable infrastructure plays for clues on portfolio evolution ahead of the filing deadline.
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).
ปริมาณการซื้อขาย
$112วันสิ้นสุด
May 15, 2026ตลาดเปิดเมื่อ
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Situational Awareness LP, the San Francisco-based hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, manages roughly $5.5 billion in disclosed U.S. equity exposure across 29 holdings as of its February 2026 13F filing for Q4 2025. Trader focus centers on the fund’s concentrated bets in AI infrastructure, including power generation and semiconductor supply chains, with Bloom Energy representing its largest position at over 10 million shares. The upcoming 13F-HR for holdings as of March 31, 2026, due mid-May, will reveal any additions amid recent sector volatility and the firm’s rapid AUM expansion from $225 million seed capital. Market participants monitor regulatory disclosures and comparable infrastructure plays for clues on portfolio evolution ahead of the filing deadline.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว
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