Former OpenAI Researcher Updates Stock Portfolio with Focus on AI and Bitcoin Mining
Former OpenAI researcher Leopold Aschenbrenner has updated his "Situational Awareness Fund" stock portfolio as of the end of the first quarter of 2026. According to Odaily, the portfolio primarily focuses on AI power, data centers, computing infrastructure, and Bitcoin mining companies. The disclosure reveals significant holdings in Bloom Energy, valued at $878.7 million, Sandisk at $724.4 million, and CoreWeave at $556.1 million. Additionally, the portfolio includes substantial investments in mining and AI infrastructure companies such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms. It also holds semiconductor-related stocks, including AMD, Intel, TSMC, ASML, and Micron.
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