Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

The full updated portfolio 👇 https://fundfollower.xyz/institution/situational-awareness 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.