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Leopold Aschenbrenner Portfolio

@DropsTab

70 Followers

Leopold Aschenbrenner's portfolio runs through Situational Awareness LP, an AGI-focused hedge fund launched in 2024 by the former OpenAI Superalignment researcher. Top positions: SanDisk SNDK (avg entry $237), Lumentum LITE (avg $369), and CoreWeave CRWV (avg $114) — targeting storage, optical networking, and GPU compute as physical bottlenecks for AGI-scale deployment.

Leopold Aschenbrenner's portfolio runs through Situational Awareness LP, an AGI-focused hedge fund launched in 2024 by the former OpenAI Superalignment researcher. Top positions: SanDisk SNDK (avg entry $237), Lumentum LITE (avg $369), and CoreWeave CRWV (avg $114) — targeting storage, optical networking, and GPU compute as physical bottlenecks for AGI-scale deployment.