Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
基于Polymarket数据的AI实验性摘要。这不是交易建议，也不影响该市场的结算方式。 · 更新于$6,491 交易量
2026-05-15
Constellation Energy
No
Eaton
No
GE Vernova
No
MARA Holdings
No
Micron
Yes
Oklo
No
Qualcomm
No
TeraWulf
No
Vertiv
No
Vistra Energy
No
$6,491 交易量
Constellation Energy
$507 交易量
No
Eaton
$424 交易量
No
GE Vernova
$355 交易量
No
MARA Holdings
$348 交易量
No
Micron
$203 交易量
Yes
Oklo
$344 交易量
No
Qualcomm
$330 交易量
No
TeraWulf
$346 交易量
No
Vertiv
$2,119 交易量
No
Vistra Energy
$1,514 交易量
No
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
市场开放时间： May 13, 2026, 12:35 PM ET
交易量
$6,491结束日期
2026-05-15市场开放时间
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...已提议结果: No
无争议
最终结果: No
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.
Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.
The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.
The standard SEC filing deadline for this report is May 15, 2026.
If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
交易量
$6,491结束日期
2026-05-15市场开放时间
May 13, 2026, 12:35 PM ETResolver
0x65070BE91...已提议结果: No
无争议
最终结果: No
Situational Awareness LP, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has rapidly expanded its disclosed equity exposure from roughly $255 million in late 2024 to $5.52 billion across 29 holdings by the Q4 2025 filing in February 2026. The portfolio remains highly concentrated in AI infrastructure, power generation, Bitcoin miners, and select semiconductor names, with frequent quarter-to-quarter additions and option overlays reflecting evolving convictions on energy bottlenecks and compute demand. The upcoming 13F for the period ending March 31, 2026, due in mid-May, will disclose any new positions or meaningful increases that align with these thematic drivers.
基于Polymarket数据的AI实验性摘要。这不是交易建议，也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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