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Leopold Aschenbrenner
Leopold Aschenbrenner's AI-supercycle hedge fund, launched late 2024 after the founder left OpenAI's Superalignment team. Aschenbrenner (25) wrote the canonical AGI-imminence essay "Situational Awareness: The Decade Ahead"; the fund is the financial expression of that thesis — a concentrated long book on AI infrastructure bottlenecks (memory, power, foundry, optical). Reported backers include Patrick Collison, Daniel Gross, and Nat Friedman. No 13F filed yet (sub-$100M US-equity AUM threshold, recent vintage); positions surfaced here are the five past trades disclosed via aggregators 2026-05-08, ranked by reported % gain. Refresh due one week (tweet teases new disclosures ~2026-05-15).
⚠ snapshot approximated from public press coverage; precise EDGAR-sourced refresh pending.
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