Situational Awareness Q1 2026 13F: Semiconductors Take Center Stage as Fund Triples AUM to $13.68B

Leopold Aschenbrenner's AI infrastructure fund opened five major semiconductor positions in Q1 2026, massively increased its Bloom Energy stake by 1,488% in shares, and rotated out of optical components — reshaping a portfolio that returned 61.3% over the trailing twelve months.