• SNDKSANDISK CORP
  28%
• MUMICRON TECHNOLOGY INC
  27.5%
• BEBLOOM ENERGY CORP
  9.4%
• TSMTAIWAN SEMICONDUCTOR MANUFAC
  6.2%
• NBISNEBIUS GROUP N.V.
  6.1%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.