Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$6,491 Vol.
15 may 2026
Constellation Energy
No
Eaton
No
GE Vernova
No
MARA Holdings
No
Micron
Yes
Oklo
No
Qualcomm
No
TeraWulf
No
Vertiv
No
Vistra Energy
No
$6,491 Vol.
Constellation Energy
$507 Vol.
No
Eaton
$424 Vol.
No
GE Vernova
$355 Vol.
No
MARA Holdings
$348 Vol.
No
Micron
$203 Vol.
Yes
Oklo
$344 Vol.
No
Qualcomm
$330 Vol.
No
TeraWulf
$346 Vol.
No
Vertiv
$2,119 Vol.
No
Vistra Energy
$1,514 Vol.
No
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Mercado abierto: May 13, 2026, 12:35 PM ET
Volumen
$6,491Fecha de finalización
15 may 2026Mercado abierto
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Resultado propuesto: No
Sin disputa
Resultado final: No
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Volumen
$6,491Fecha de finalización
15 may 2026Mercado abierto
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...Resultado propuesto: No
Sin disputa
Resultado final: No
Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado
Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
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