#$be

Whale Rock Capital Management just filed its Q2 2026 13F. 🐋 Managed by Alex Sacerdote · $12.5B across 35 holdings 🟢 Bought: $AMD, $ALAB, $TTMI, $COHR +11 more 🔴 Sold: $SNDK, $AEIS, $MKSI, $BE +20 more

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

Citadel's 13F held every Aschenbrenner stock: NBIS, BE (aistockwire.com)

Hedge Fund #Citadel already held every stock in #Leopold #Aschenbrenner’s book before buying it $BE $NBIS $SNDK

Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more