WhatAI(@AskWhatAI):Leopold Aschenbrenner’s 13F never arrived Friday. The most likely explanation: he requested confidential SEC treatment. He is heavily concentrated in AI-related stocks. Funds do this for one reason: they are building positions large enough that disclosure would MOVE THE PRICE against them before they’re finished. His last disclosed holdings vs. current prices: $BE avg cost $96 → $290 (+202%) $LITE avg cost $232 → $1,002 (+331%) $SNDK avg cost $159 → $1,447 (+808%) $CRWV avg cost $120 → $114 (-5%) Started with $225M. Now managing $9.3B.

2026.05.16 14:19

Leopold Aschenbrenner’s 13F never arrived Friday. The most likely explanation: he requested confidential SEC treatment. He is heavily concentrated in AI-related stocks. Funds do this for one reason: they are building positions large enough that disclosure would MOVE THE PRICE against them before they’re finished. His last disclosed holdings vs. current prices: $BE avg cost $96 → $290 (+202%) $LITE avg cost $232 → $1,002 (+331%) $SNDK avg cost $159 → $1,447 (+808%) $CRWV avg cost $120 → $114 (-5%) Started with $225M. Now managing $9.3B.