25 year old AI stock guru reveals Q1 holdings: fund size increases by 148% month on month to $13.6 billion BlockBeats News: On May 18th, Situational Awareness LP, a fund under "25-year-old Wall Street AI stock guru" Leopold Aschenbrenner, released its Q1 position report (13F file). As of March 31st, the fund's fund size increased by 148% month on month to $13.6 billion. The specific stock holdings are as follows (taking only the over 100 million holdings): Vaneck Etf Trust (SMH): 253 million US dollars Nvidia Corporation (NVDA): 1569 million US dollars Sandisk Corp (SNDK): 1113 million US dollars Oracle Corp (ORCL): 1073 million US dollars Micron Technology Inc (MU): 1.012 billion US dollars Broadcom Inc (AVGO): 10.06 billion US dollars Advanced Micro Devices Inc (AMD): 989 million US dollars Bloom Energy Corp (BE): 934 million US dollars Taiwan Semiconductor Manufac (TSM): 898 million US dollars Coreweave Inc (CRWV): 697 million US dollars Asml H LDG Nv N Y Registry (ASML): $500 million Iren Limited (IREN): $401 million Core Scientific Inc New (CORZ): $389 million Applied Digital Corp (APLD): $320 million Intel Corp (INTC): $168 million Riot Platforms Inc (RIOT): $142 million Cleanspark Inc (CLSK): $104 million SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German born genius investor who previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023 (fired in 2024 on charges of leaking confidential information and refusing to cooperate with investigations). He published a popular 165 page paper titled 'Situational Awareness: The Decade Ahead' in June 2024, detailing the timeline and strategic significance of AGI's imminent arrival, and subsequently founded the eponymous investment firm Situational Awareness LP. The fund is highly focused on the field of AI infrastructure, including power supply, data center computing power, semiconductor optics, and the transformation of Bitcoin mining sites into HPC. Just over a year after its establishment, the fund has achieved astonishing growth. In Q4 2024, its public holdings (13F) were only about $225 million, and by Q4 2025, it has rapidly expanded to about $5.52 billion, becoming one of the most closely watched AI themed funds on Wall Street.