25-Year-Old AI Stock Guru Reveals Q1 Holdings: Heavy Positions in AI, Power, Computing, and Mining Stocks

ME News Report, May 18 (UTC+8), former OpenAI researcher Leopold Aschenbrenner has updated his "Situational Awareness Fund" stock holdings as of the end of the first quarter of 2026. The disclosure shows that its main concentrated holdings are in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, Bloom Energy has a holding size of $878.7 million, Sandisk holds $724.4 million, and CoreWeave holds $556.1 million.
In addition, it also heavily invests in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms, and holds stocks related to semiconductors like AMD, Intel, TSMC, ASML, Micron, etc. (Source: ODAILY)
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