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Leopold Aschenbrenner
The hedge fund founded by Leopold Aschenbrenner around an "AGI is coming" thesis. Its 13F reads as a concentrated bet on AI build-out (bitcoin miners pivoting to compute, power and data-center names), paired with large put positions hedging the semiconductor complex.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
SN SNDKSANDISK CORP | $5.67B | 28.13% | ||
MU MUMICRON TECHNOLOGY INC | $5.57B | 27.64% | ||
BE BEBLOOM ENERGY CORP | $1.90B | 9.41% | ||
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | $1.27B | 6.27% | ||
NB NBISNEBIUS GROUP N.V. | $1.23B | 6.11% | ||
CR CRWVCOREWEAVE INC | $744.52M | 3.69% | ||
CO CORZCORE SCIENTIFIC INC NEW | $665.56M | 3.30% | ||
ST STMSTMICROELECTRONICS | $584.34M | 2.90% | ||
AP APLDAPPLIED DIGITAL CORP | $469.02M | 2.33% | ||
RI RIOTRIOT PLATFORMS INC | $468.20M | 2.32% | ||
SH SHAZSHARONAI HOLDINGS INC | $456.84M | 2.27% | ||
IR IRENIREN LIMITED | $433.25M | 2.15% | ||
CL CLSKCLEANSPARK INC | $178.62M | 0.89% | ||
KE KEELKEEL INFRASTRUCTURE CORP | $151.83M | 0.75% | ||
SE SEISOLARIS ENERGY INFRAS INC | $90.89M | 0.45% | ||
WY WYFIWHITEFIBER INC | $68.28M | 0.34% | ||
BT BTDRBITDEER TECHNOLOGIES GROUP | $54.58M | 0.27% | ||
TE TET1 ENERGY INC | $46.45M | 0.23% | ||
HI HIVEHIVE DIGITAL TECHNOLOGIES LT | $33.25M | 0.16% | ||
BW BWWILCOX ENTERPRISES | $28.59M | 0.14% | ||
PU PUMPPROPETRO HLDG CORP | $28.11M | 0.14% | ||
VS VSHVISHAY INTERTECHNOLOGY INC | $20.17M | 0.10% | ||
CB CBRSCEREBRAS SYSTEMS INC | $2.21M | 0.01% | ||
BI BITFBITFARMS LTD | — | — | ||
PS PSIXPOWER SOLUTIONS INTL INC | — | — | ||
AM AMDADVANCED MICRO DEVICES INC | — | — | ||
SM SMHVANECK ETF TRUST | — | — | ||
IN INTCINTEL CORP | — | — | ||
AS ASMLASML HLDG NV N Y REGISTRY | — | — | ||
GL GLWCORNING INC | — | — | ||
NV NVDANVIDIA CORPORATION | — | — |
Reportadas como acciones subyacentes; el nocional es su valor de mercado. Los puts son bajistas, no tenencias largas.
| Nocional | ||
|---|---|---|
BE BECALLBLOOM ENERGY CORP | $44.13M | |
TS TSMCALLTAIWAN SEMICONDUCTOR MANUFAC | $23.88M | |
IN INFYPUTINFOSYS LTD | $5.25M | |
SM SMHPUTVANECK ETF TRUST | — | |
NV NVDAPUTNVIDIA CORPORATION | — | |
OR ORCLPUTORACLE CORP | — | |
AV AVGOPUTBROADCOM INC | — | |
AM AMDPUTADVANCED MICRO DEVICES INC | — | |
MU MUPUTMICRON TECHNOLOGY INC | — | |
TS TSMPUTTAIWAN SEMICONDUCTOR MANUFAC | — | |
AS ASMLPUTASML HLDG NV N Y REGISTRY | — | |
MU MUCALLMICRON TECHNOLOGY INC | — | |
SN SNDKCALLSANDISK CORP | — | |
IN INTCPUTINTEL CORP | — | |
CR CRWVCALLCOREWEAVE INC | — | |
GL GLWPUTCORNING INC | — |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.