Leopold Aschenbrenner's complete updated holdings including newest added positions Top tier: • SanDisk $SNDK [Long, 28.0%] • Micron $MU [Long, 27.5%] Second tier: • Bloom Energy $BE [Long, 9.4%] • Taiwan Semiconductor $TSM [Long, 6.2%] • Nebius $NBIS [Long, 6.1%] Third tier (~2-4% each): • CoreWeave $CRWV [Long] • Core Scientific $CORZ [Long] • STMicroelectronics $STM [Long] • Applied Digital $APLD [Long] • Riot Platforms $RIOT [Long] • SharonAI Holdings $SHAZ [Long] • IREN $IREN [Long] • Taiyo Yuden [Long] Moonshot tier (~0-0.9% each): • CleanSpark $CLSK [Long] • Keel Infrastructure $KEEL [Long] • Solaris Energy Infrastructure $SEI [Long] • WhiteFiber $WYFI [Long] • Bitdeer Technologies $BTDR [Long] • T1 Energy $TE [Long] • Hive Digital Technologies $HIVE [Long] • Babcock & Wilcox $BW [Long] • ProPetro Holding $PUMP [Long] • Vishay Intertechnology $VSH [Long] • Cerebras Systems $CBRS [Long] • Bloom Energy $BE [Call, $44.1M] • Taiwan Semiconductor $TSM [Call, $23.9M] • Infosys $INFY [Put, $5.2M] New options bets (Sep 10-11, ~$315M in premiums): • AMD $AMD [Call] • Bloom Energy $BE [Call] • CoreWeave $CRWV [Call] • SK Hynix [Call] • SanDisk $SNDK [Call] • Intel $INTC [Call] • Roundhill Memory ETF $DRAM [Call] Private companies: • Anthropic ~$5B • Fluidstack $830M • Source Foundry $500M • MatX $500M • Physical Intelligence $1B Full exits: • Nvidia $NVDA [Put] - Covered entirely • Oracle $ORCL [Put] - Covered entirely • Broadcom $AVGO [Put] - Covered entirely • AMD $AMD [Put] - Covered entirely • Micron $MU [Put] - Covered entirely • Taiwan Semiconductor $TSM [Put] - Covered entirely • ASML $ASML [Put] - Covered entirely • Intel $INTC [Put] - Covered entirely • Corning $GLW [Put] - Covered entirely Summary: Every semiconductor hedge is gone. He's back with fresh call options on the same memory and compute names. Positions per his Q2 2026 13F which occurred before Citadel fire sale, private investment reports, and CNBC/FT on the new options activity