---
title: "Former OpenAI Researcher Updates Stock Portfolio with Focus on AI and Bitcoin Mining"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286760936.md"
description: "Leopold Aschenbrenner, a former OpenAI researcher, has updated his 'Situational Awareness Fund' portfolio, focusing on AI, data centers, and Bitcoin mining. Key holdings include Bloom Energy ($878.7M), Sandisk ($724.4M), and CoreWeave ($556.1M), along with investments in companies like Iren Limited, Core Scientific, and semiconductor stocks such as AMD and Intel."
datetime: "2026-05-18T11:03:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286760936.md)
  - [en](https://longbridge.com/en/news/286760936.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286760936.md)
---

# 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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