Situational Awareness LP, the hedge fund led by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated long-book focused on AI infrastructure bottlenecks including power generation, data centers, and semiconductor capacity. The upcoming 13F-HR filing, covering holdings as of March 31, 2026 and due by May 15, 2026, will disclose any new equity positions or increases that align with this thesis, following recent additions in names such as Bloom Energy and call options on Intel. Market-implied odds reflect trader monitoring of share-price momentum in nuclear, grid, and compute-related equities amid ongoing capital inflows and sector volatility, while the fund’s historically high-conviction style suggests selective rather than broad exposure changes.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว$122 ปริมาณ
May 15, 2026
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
18%
Vistra Energy
12%
$122 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
$11 ปริมาณ
18%
Vistra Energy
$7 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 hedge fund led by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated long-book focused on AI infrastructure bottlenecks including power generation, data centers, and semiconductor capacity. The upcoming 13F-HR filing, covering holdings as of March 31, 2026 and due by May 15, 2026, will disclose any new equity positions or increases that align with this thesis, following recent additions in names such as Bloom Energy and call options on Intel. Market-implied odds reflect trader monitoring of share-price momentum in nuclear, grid, and compute-related equities amid ongoing capital inflows and sector volatility, while the fund’s historically high-conviction style suggests selective rather than broad exposure changes.
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
$122วันสิ้นสุด
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 hedge fund led by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated long-book focused on AI infrastructure bottlenecks including power generation, data centers, and semiconductor capacity. The upcoming 13F-HR filing, covering holdings as of March 31, 2026 and due by May 15, 2026, will disclose any new equity positions or increases that align with this thesis, following recent additions in names such as Bloom Energy and call options on Intel. Market-implied odds reflect trader monitoring of share-price momentum in nuclear, grid, and compute-related equities amid ongoing capital inflows and sector volatility, while the fund’s historically high-conviction style suggests selective rather than broad exposure changes.
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
$122วันสิ้นสุด
May 15, 2026ตลาดเปิดเมื่อ
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Situational Awareness LP, the hedge fund led by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated long-book focused on AI infrastructure bottlenecks including power generation, data centers, and semiconductor capacity. The upcoming 13F-HR filing, covering holdings as of March 31, 2026 and due by May 15, 2026, will disclose any new equity positions or increases that align with this thesis, following recent additions in names such as Bloom Energy and call options on Intel. Market-implied odds reflect trader monitoring of share-price momentum in nuclear, grid, and compute-related equities amid ongoing capital inflows and sector volatility, while the fund’s historically high-conviction style suggests selective rather than broad exposure changes.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว
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