Situational Awareness LP, the hedge fund run by former OpenAI researcher Leopold Aschenbrenner, has shown elevated turnover in its equity book, opening 12 new positions and exiting an equal number during the fourth quarter of 2025 alone. The $5.52 billion disclosed portfolio ended the period heavily concentrated in AI infrastructure names such as Bloom Energy, CoreWeave calls, Lumentum, and a basket of Bitcoin miners, after shedding larger liquid holdings including NVIDIA and Vistra. This shift reflects ongoing capital inflows, strong performance in power and compute equities, and the fund’s opportunistic approach to positioning ahead of potential supply-chain bottlenecks. With the first-quarter 2026 13F due imminently, any fresh additions will likely hinge on relative strength in those same sectors and recent price action in less-liquid infrastructure plays.
基于Polymarket数据的AI实验性摘要。这不是交易建议，也不影响该市场的结算方式。 · 更新于$121 交易量
2026-05-15
Constellation Energy
12%
Eaton
8%
GE Vernova
12%
MARA Holdings
9%
Micron
50%
Oklo
7%
Qualcomm
50%
TeraWulf
7%
Vertiv
28%
Vistra Energy
12%
$121 交易量
Constellation Energy
$0 交易量
12%
Eaton
$0 交易量
8%
GE Vernova
$0 交易量
12%
MARA Holdings
$0 交易量
9%
Micron
$50 交易量
50%
Oklo
$0 交易量
7%
Qualcomm
$54 交易量
50%
TeraWulf
$0 交易量
7%
Vertiv
$10 交易量
28%
Vistra Energy
$7 交易量
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 run by former OpenAI researcher Leopold Aschenbrenner, has shown elevated turnover in its equity book, opening 12 new positions and exiting an equal number during the fourth quarter of 2025 alone. The $5.52 billion disclosed portfolio ended the period heavily concentrated in AI infrastructure names such as Bloom Energy, CoreWeave calls, Lumentum, and a basket of Bitcoin miners, after shedding larger liquid holdings including NVIDIA and Vistra. This shift reflects ongoing capital inflows, strong performance in power and compute equities, and the fund’s opportunistic approach to positioning ahead of potential supply-chain bottlenecks. With the first-quarter 2026 13F due imminently, any fresh additions will likely hinge on relative strength in those same sectors and recent price action in less-liquid infrastructure plays.
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).
市场开放时间： May 13, 2026, 12:35 PM ET
交易量
$121结束日期
2026-05-15市场开放时间
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 run by former OpenAI researcher Leopold Aschenbrenner, has shown elevated turnover in its equity book, opening 12 new positions and exiting an equal number during the fourth quarter of 2025 alone. The $5.52 billion disclosed portfolio ended the period heavily concentrated in AI infrastructure names such as Bloom Energy, CoreWeave calls, Lumentum, and a basket of Bitcoin miners, after shedding larger liquid holdings including NVIDIA and Vistra. This shift reflects ongoing capital inflows, strong performance in power and compute equities, and the fund’s opportunistic approach to positioning ahead of potential supply-chain bottlenecks. With the first-quarter 2026 13F due imminently, any fresh additions will likely hinge on relative strength in those same sectors and recent price action in less-liquid infrastructure plays.
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).
交易量
$121结束日期
2026-05-15市场开放时间
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Situational Awareness LP, the hedge fund run by former OpenAI researcher Leopold Aschenbrenner, has shown elevated turnover in its equity book, opening 12 new positions and exiting an equal number during the fourth quarter of 2025 alone. The $5.52 billion disclosed portfolio ended the period heavily concentrated in AI infrastructure names such as Bloom Energy, CoreWeave calls, Lumentum, and a basket of Bitcoin miners, after shedding larger liquid holdings including NVIDIA and Vistra. This shift reflects ongoing capital inflows, strong performance in power and compute equities, and the fund’s opportunistic approach to positioning ahead of potential supply-chain bottlenecks. With the first-quarter 2026 13F due imminently, any fresh additions will likely hinge on relative strength in those same sectors and recent price action in less-liquid infrastructure plays.
基于Polymarket数据的AI实验性摘要。这不是交易建议，也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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