Huoxing Finance reports that on May 18, Leopold Aschenbrenner, known as the "25-year-old Wall Street AI wunderkind," disclosed his fund Situational Awareness LP’s Q1 holdings (Form 13F). As of March 31, the fund’s assets under management increased by 148% quarter-over-quarter to $13.6 billion. The significant individual holdings (above $100 million) are as follows: Vaneck ETF Trust (SMH): $2.053 billion Nvidia Corporation (NVDA): $1.569 billion Sandisk Corp (SNDK): $1.113 billion Oracle Corp (ORCL): $1.073 billion Micron Technology Inc (MU): $1.012 billion Broadcom Inc (AVGO): $1.006 billion Advanced Micro Devices Inc (AMD): $989 million Bloom Energy Corp (BE): $934 million Taiwan Semiconductor Manufacturing (TSM): $898 million Coreweave Inc (CRWV): $697 million Asml Hldg Nv N Y Registry (ASML): $500 million Iren Limited (IREN): $401 million Core Scientific Inc New (CORZ): $389 million Applied Digital Corp (APLD): $320 million Intel Corp (INTC): $168 million Riot Platforms Inc (RIOT): $142 million Cleanspark Inc (CLSK): $104 million Leopold Aschenbrenner, founder of SALP, is a 25-year-old (born in 2001 or 2002) German-American investment prodigy. He previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023, but was terminated in 2024 following allegations of leaking confidential information and refusing to cooperate with an internal investigation. In June 2024, he published a highly influential 165-page paper titled “Situational Awareness: The Decade Ahead,” outlining a detailed timeline and strategic implications for the imminent arrival of AGI. Shortly thereafter, he founded the investment firm Situational Awareness LP under the same name. The fund is heavily focused on AI infrastructure, including power supply, data center computing capacity, semiconductor optics, and the conversion of Bitcoin mining operations into high-performance computing (HPC) facilities. In just over a year since its inception, the fund has experienced remarkable growth: its Q4 2024 disclosed holdings (Form 13F) totaled approximately $225 million, rising rapidly to about $5.52 billion by Q4 2025, making it one of Wall Street’s most closely watched AI-themed funds.
25-Year-Old AI Investor’s Q1 Holdings Show 148% Growth to $13.6B
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Summary
AI and crypto news broke on May 18, 2026, when 25-year-old investor Leopold Aschenbrenner disclosed Situational Awareness LP’s Q1 holdings. The fund’s assets under management surged 148% to $13.6 billion by March 31. Top positions include the VanEck ETF Trust (SMH) at $2.053 billion, Nvidia (NVDA) at $1.569 billion, and SanDisk (SNDK) at $1.113 billion. The fund focuses on AI infrastructure, including semiconductors, data centers, and high-performance computing. Ecosystem growth in AI-driven sectors continues to draw significant capital inflows.
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