The 25-year-old Wall Street AI stock prodigy's holdings see another widespread rally, with SanDisk and Intel up over 13%, and four stocks rising more than 5%.
BlockBeats news, on May 9, according to Bitget market data, Situational Awareness LP holdings (based on the Q4 2025 documents) saw a general rise again today, among which:
Bloom Energy (BE) up 0.92%
CoreWeave (CRWV) down 11.4%
Core Scientific (CORZ) up 2.5%
Lumentum (LITE) up 1.26%
Sandisk Corp (SNDK) up 16.6%
Intel (INTC) up 13.96%
Applied Digital (APLD) down 0.67%
IREN (IREN) up 7.65%
Cipher Mining (CIFR) down 0.65%
Bitdeer (BTDR) down 2.67%
Coherent (COHR) up 5.03%
SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German genius investor. He previously worked at FTX Future Fund, and in 2023 joined OpenAI as a researcher (fired in 2024 due to accusations of leaking confidential information and refusal to cooperate with the investigation). In June 2024, he published a 165-page hit paper, "Situational Awareness: The Decade Ahead," detailing the imminent timeline and strategic significance of AGI, and subsequently founded the namesake investment firm, Situational Awareness LP. This fund focuses heavily on AI infrastructure, including power supply, data center computing power, semiconductor optics, and Bitcoin mining transformation to HPC and other areas. In just over a year since its founding, the fund has achieved remarkable growth; public holdings (13F) for Q4 2024 were about $225 million, and by Q4 2025 had rapidly expanded to around $5.52 billion, making it one of the most watched AI-themed funds on Wall Street.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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