Situational Awareness Partners Portfolio - Mar 31, 2026
Situational Awareness Partners, Leopold Aschenbrenner, has built a diversified portfolio of 20 publicly traded holdings with a total market value of $3.9B as of Mar 31, 2026. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.
The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 22.8% of the total portfolio value. The top 5 holdings account for 63.7% of the overall portfolio allocation.
Recent portfolio activity shows 3 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.
Portfolio Statistics
Top Holdings Analysis
The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in BLOOM ENERGY CORP (BE) represents 22.8% of the total portfolio, valued at $878.7M.
| Rank | Symbol | Company | Value | Portfolio % | Change |
|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | $878.7M | 22.8% | -0.4% |
| 2 | SNDK | SANDISK CORP | $724.4M | 18.8% | +0.1% |
| 3 | CORZ | CORE SCIENTIFIC INC NEW | $389.1M | 10.1% | -0.1% |
| 4 | APLD | APPLIED DIGITAL CORP | $320.0M | 8.3% | +0.2% |
| 5 | RIOT | RIOT PLATFORMS INC | $142.2M | 3.7% | +0.9% |
For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.
Recent Portfolio Activity
Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following transactions represent the most significant position changes in the latest reporting period.
| Symbol | Company | Quantity Change | Date | Action |
|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. | +99,138 | Mar 31, 2026 | BUY |
| APLD | Applied Digital Corporation | +2,139,378 | Mar 31, 2026 | BUY |
| ASML | ASML | +4,633 | Mar 31, 2026 | BUY |
For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.
Investment Strategy Insights
Situational Awareness Partners's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.
The largest position in BLOOM ENERGY CORP (BE) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 0.4% in this position, indicating active portfolio management and strategic positioning.
Portfolio turnover can be assessed through recent activity patterns. The 3 significant transactions in the latest periodsuggests a more active approach to portfolio management, focusing on strategic adjustments rather than frequent trading.
Additional Analysis
Complete Holdings
View all 20 holdings with detailed analysis
Trading Activity
Track all portfolio transactions and position changes
Performance Metrics
Analyze profit, winning trades, and investment returns
Sector Allocation
Analyze portfolio breakdown by sector and industry
Investment Strategy
Understand the investment philosophy and approach
Conclusion
Situational Awareness Partners's portfolio as of Mar 31, 2026 reflects a strategic approach to equity investing with 20 holdings valued at $3.9B. The concentrated position in BLOOM ENERGY CORP and other top holdingsdemonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.
For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensiveholdingsandactivitypages, which are updated regularly with the latest filing information.