BlockBeats News, May 18th, the "25-Year-Old Wall Street AI Stock Market God" Leopold Aschenbrenner's fund Situational Awareness LP released its Q1 holdings report (13F filing). As of March 31st, the fund's AUM surged by 148% to $13.6 billion. The specific large holdings are as follows (only positions over $1 billion are included):

Vaneck Etf Trust (SMH): $2.053 billion

Nvidia Corporation (NVDA): $1.569 billion

Sandisk Corp (SNDK): $1.113 billion

Oracle Corp (ORCL): $1.073 billion

Micron Technology Inc (MU): $1.012 billion

Broadcom Inc (AVGO): $1.006 billion

Advanced Micro Devices Inc (AMD): $0.989 billion

Bloom Energy Corp (BE): $0.934 billion

Taiwan Semiconductor Manufac (TSM): $0.898 billion

Coreweave Inc (CRWV): $0.697 billion

Asml Hldg Nv N Y Registry (ASML): $0.500 billion

Iren Limited (IREN): $0.401 billion

Core Scientific Inc New (CORZ): $0.389 billion

Applied Digital Corp (APLD): $0.320 billion

Intel Corp (INTC): $0.168 billion

Riot Platforms Inc (RIOT): $0.142 billion

Cleanspark Inc (CLSK): $0.104 billion

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German genius investor, who previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023 (but was fired in 2024 for allegedly leaking confidential information and refusing to cooperate with the investigation). In June 2024, he published a 165-page blockbuster paper titled "Situational Awareness: The Decade Ahead," detailing the timeline and strategic significance of the imminent arrival of AGI. He then directly founded the fund Situational Awareness LP with the same name. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and Bitcoin mining farm transformation into HPC. In just over a year since its establishment, the fund has achieved astonishing growth. Its Q4 2024 public holdings (13F) were only about $225 million, but by Q4 2025, it had rapidly expanded to around $5.52 billion, becoming one of Wall Street's most-watched AI-themed funds.