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News articleYahoo Finance· April 25, 2026

Artificial Intelligence (AI) Prodigy Leopold Aschenbrenner's Situational Awareness Fund Owns Only 24 Stocks. These Are the Top 7 Holdings.

View original at finance.yahoo.com

Artificial Intelligence (AI) Prodigy Leopold Aschenbrenner's Situational Awareness Fund Owns Only 24 Stocks. These Are the Top 7 Holdings. Leopold Aschenbrenner's venture fund, Situational Awareness, has become one of the most widely followed private funds today…

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Bloom Energy is Aschenbrenner's highest-conviction single-stock bet at 16% of the portfolio, with additional upside expressed via call options
60% confidence
Everyone is now talking about AI, but few have the faintest glimmer of what is about to hit them
60% confidence
All top holdings of Situational Awareness Fund are outperforming the S&P 500 year to date
60% confidence
Humanity will achieve superintelligence in the true sense of the word
60% confidence
CoreWeave operates cloud and data center infrastructure and enables customers to run AI training and inference more efficiently than using traditional cloud platforms
60% confidence

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