Fund Holdings
Top positions across the Bluechip universe for each tracked fund, drawn from quarterly 13F filings filed directly with the SEC. Click a ticker to drill in. We show the latest filed quarter per fund — 13Fs lag up to 45 days from quarter end, so the freshest filing available is what you see.
Funds tracked
19119 positions in universe
Situational Awareness LP
Leopold Aschenbrenner
Compute is the trade. Built around the AGI-timelines essay.
| # | Ticker | Shares | Value | QoQ Δ |
|---|---|---|---|---|
| 01 | $SNDKSandisk Corpother | 2.5M | $5673.7B | — |
| 02 | $MUMicron | 4.8M | $5573.8B | +0.0% |
| 03 | $BEBloom Energy Corpother | 6.3M | $1898.8B | — |
| 04 | $TSMTSMC | 2.7M | $1289.0B | +0.0% |
| 05 | Nebius Group N.v.other | 4.5M | $1232.9B | — |
| 06 | $CRWVCoreweave Incother | 7.5M | $744.5B | — |
| 07 | $CORZCore Scientific Inc Newother | 26.0M | $665.6B | — |
| 08 | $STMStmicroelectronicsother | 7.8M | $584.3B | — |
| 09 | $APLDApplied Digital Corpother | 15.4M | $469.0B | — |
| 10 | $RIOTRiot Platforms Incother | 17.1M | $468.2B | — |