25-Year-Old AI Investor Discloses Q1 Holdings Focused on AI Power, Compute, and Mining Stocks

KuCoinFlash

Release Time: 05/18/2026 11:07:02

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Summary

AI and crypto news broke as 25-year-old investor Leopold Aschenbrenner revealed the Q1 2026 holdings of his Situational Awareness Fund. The portfolio focuses on AI power, compute, and mining stocks, including Bloom Energy ($878.7M), SanDisk ($724.4M), and CoreWeave ($556.1M). Other top positions include Core Scientific, Riot Platforms, Bitdeer, and on-chain-relevant miners such as Bitfarms. Semiconductor names AMD, Intel, TSMC, ASML, and Micron also feature prominently.

Odaily Planet Daily report: Former OpenAI researcher Leopold Aschenbrenner has updated his Situational Awareness Fund's stock portfolio as of the end of the first quarter of 2026.

Disclosures show that its primary holdings are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among these, the position in Bloom Energy amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.

In addition, it holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms, and also owns semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.

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