May. 18 at 7:59 PM
Leopold Aschenbrenner just increased his
$KEEL position by 188%, the ~2nd largest increase of an already held position in the fund.
ex-OpenAI researcher & "Situational Awareness" AGI essays author, the sams guy who scaled his fund Situational Awareness LP from ~
$225M at launch (late 2024) to billions in ~18 months. Just dropped his latest 13F
Top % share increases (existing positions) in Situational Awareness
1)
$INTC (Intel Corp) +20,234,300% (started with only ~2 shares, 202,344 shares; +202,343 added, can effectively exclude this as a new position instead of an increased one)
2)
$CLSK (CleanSpark Inc) +648.36% (1.64M to 12.28M shares; +10.64M added)
3)
$KEEL/BITF (Bitfarms / Keel AI power/infra) +188.18%
(6.90M to 19.88M shares; +12.98M added)