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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…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • 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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What we're seeing
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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