Institutional Holdings
Reported Form 13F positions for 14 selected institutions and 21 companies. Positions as of Jun 30, 2026, disclosed in the August 2026 filing season, each traced to its SEC filing.
Q2 2026 · Reviewed snapshotPositions Jun 30, 2026 / Reviewed Sep 25, 2026
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Next filing milestone Nov 16, 2026Q3 2026
01 · Positions measuredSep 30, 2026
02 · Filing deadlineNov 16, 2026
03 · Buteon reviewAfter source verification
Filings can arrive earlier; amendments can follow. The deadline is not a promised Buteon update or an automatic alert.
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Investment adviser
Full report Situational Awareness
Leopold Aschenbrenner · reported firm portfolio
26Filed source rows
Q2 2026Reporting quarter
Aug 14, 2026Disclosure date
Largest individual non-option rowsReported value
- 01SANDISK CORP2,495,344 shares · COM$5.7B
- 02MICRON TECHNOLOGY INC4,828,786 shares · COM$5.6B
- 03BLOOM ENERGY CORP6,272,808 shares · COM CL A$1.9B
- 04TAIWAN SEMICONDUCTOR MANUFAC2,649,035 shares · SPONSORED ADS$1.3B
- 05NEBIUS GROUP N.V.4,464,260 shares · CLASS ASHS$1.2B
Rows stay separate. Options and the complete evidence are in the full report.
Reported then. Not necessarily held today.
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Institution reports
Situational Awareness →ARK Invest →Third Point →Soros Fund Management →Berkshire Hathaway →Citadel Advisors →Bridgewater Associates →Renaissance Technologies →Tiger Global →Coatue Management →Appaloosa →Harvard Management Company →NVIDIA Corporation →Elliott Investment Management →Company ownership
Broadcom →TSMC →Strategy →Robinhood →Coinbase →CoreWeave →SpaceX →NVIDIA →Palantir →AMD →Tesla →Apple →Microsoft →Alphabet →Amazon →Meta →Reddit →Rocket Lab →Spotify →Netflix →Uber →Read with context
Selected coverage, not every institutional owner. Options are kept separate. No total ownership percentage or buying consensus is inferred.
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