aschenbrenner — Smart-Money-Tracker

Situational Awareness LP · Founder · former OpenAI Superalignment researcher · Hedgefonds · SEC EDGAR · 13F-HR

Holdings Stand 2026-08-14

Symbol	Gewicht	Wert
SNDKSANDISK CORP	28,04%	$5,67 Mrd.
MUMicron Technology Inc	27,54%	$5,57 Mrd.
BEBloom Energy Corp	9,38%	$1,9 Mrd.
TSMTAIWAN SEMICONDUCTOR-SP ADR	6,25%	$1,27 Mrd.
NBISNebius Group N.V.	6,09%	$1,23 Mrd.
CRWVCoreWeave Inc	3,68%	$744,52 Mio.
CORZCore Scientific Inc	3,29%	$665,56 Mio.
STMSTMICROELECTRONICS NV-NY SHS	2,89%	$584,34 Mio.
APLDApplied Digital Corp	2,32%	$469,02 Mio.
RIOTRiot Platforms Inc	2,31%	$468,2 Mio.
SHAZSHARONAI HOLDINGS INC	2,26%	$456,84 Mio.
IRENIREN Ltd (Iris Energy)	2,14%	$433,25 Mio.
CLSKCleanSpark Inc	0,88%	$178,62 Mio.
KEELKEEL INFRASTRUCTURE CORP	0,75%	$151,83 Mio.
SEISOLARIS ENERGY INFRASTRUCTUR	0,45%	$90,89 Mio.
WYFIWhiteFiber Inc	0,34%	$68,28 Mio.
BTDRBitdeer Technologies Group	0,27%	$54,58 Mio.
TET1 ENERGY INC	0,23%	$46,45 Mio.
BEBloom Energy Corp	0,22%	$44,13 Mio.
HIVEHIVE DIGITAL TECHNOLOGIES LT	0,16%	$33,25 Mio.
BWBABCOCK & WILCOX ENTERPR	0,14%	$28,59 Mio.
PUMPPROPETRO HOLDING CORP	0,14%	$28,11 Mio.
TSMTAIWAN SEMICONDUCTOR-SP ADR	0,12%	$23,88 Mio.
VSHVISHAY INTERTECHNOLOGY INC	0,10%	$20,17 Mio.
CBRSCEREBRAS SYSTEMS INC - A	0,01%	$2,21 Mio.