---
title: "AI hedge fund hits $20B AUM after 270% surge in 2026"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289098934.md"
description: "AI hedge fund Situational Awareness surpassed $20 billion in assets under management following a 270% surge in 2026, marking over 1,000% total returns since inception. The firm secured backing from Jane Street and prominent investors like Nat Friedman and the Collison brothers. Its portfolio has shifted toward AI infrastructure holdings, including Nebius, Keel Infrastructure, and MatX, targeting sectors critical to AI scalability."
datetime: "2026-06-08T20:21:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289098934.md)
  - [en](https://longbridge.com/en/news/289098934.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289098934.md)
---

# AI hedge fund hits $20B AUM after 270% surge in 2026

Record-breaking growth: Situational Awareness gained 270% in 2026, pushing assets above $20 billion and achieving over 1,000% total returns since launch. Top-tier investor backing: Jane Street joined a roster of backers including Nat Friedman, Daniel Gross, and the Collison brothers, strengthening its capital base. Shift to AI infrastructure: Holdings include Nebius, Keel Infrastructure, and MatX, reflecting a focus on sectors underpinning AI scalability.

### Related Stocks

- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [KEEL.US](https://longbridge.com/en/quote/KEEL.US.md)
- [NBIL.US](https://longbridge.com/en/quote/NBIL.US.md)
- [NEBX.US](https://longbridge.com/en/quote/NEBX.US.md)
- [NBIG.US](https://longbridge.com/en/quote/NBIG.US.md)

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