From $255 million to $13.7 billion in 6 Quarters: Leopold Aschenbrenner’s Large Bet on AI Infrastructure
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Leopold Aschenbrenner took Situational Awareness LP from $255M to $13.7B in only six quarters.
Key facts
Leopold Aschenbrenner took Situational Awareness LP from $255M to $13.7B in only six quarters
Q4 held a $747M call on 20.24M INTC shares; Q1 holds a $159M put plus a 202K-share long stub
Three brand new long positions point in the same direction: T1 Energy ($44M, a US solar and battery integrator), SharonAI ($18M, Neocloud provider), and HIVE Digital ($6M)
Intel went the other way: Q4 held a $747M bullish call on 20 million shares, Q1 holds a $159M put and a 202K-share residual long
Summary
The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data on companies exposed to bitcoin mining, artificial intelligence, and crypto treasury strategies. Q1 2026 added $8.5B in SMH, Nvidia and AMD puts, signaling caution across AI chips. CleanSpark rose 7x in holdings; Aug. 2026 filings may reveal Aschenbrenner’s next move.