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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
ESMO 2026 Oncology Catalyst Cluster: Ivonescimab's PDUFA Date and Small-Cap Biotech Delistings
ESMO 2026 (Oct 22-24) concentrates a wave of oncology readouts. Summit's ivonescimab (10 presentations, positive HARMONi-GI1 OS, new EA2251 Phase II/III with ECOG-ACRIN) leads, ahead of its FDA PDUFA date of 2026-11-14, and Daiichi Sankyo's DXd ADC platform (REJOICE-Ovarian, DESTINY-Lung04, TUXEDO-3) follows. At the other end of the capital-markets spectrum, micro-cap Spago Nanomedical is moving to delist from Nasdaq First North (board resolution Oct 22, EGM Nov 19, application Jan 2027). Pivotal data and regulatory milestones are rewarding well-funded late-stage players, while cash-constrained early-stage developers are exiting public markets.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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