Фонды
Situational Awareness
Леопольд Ашенбреннер
под управлением на дату подачи
20.2 млрд $
позиций
24
подана
14 августа 2026
| Тикер | Название | Доля | Δ снимка |
|---|---|---|---|
| SNDK | SANDISK CORP | 28.03% | — |
| MU | MICRON TECHNOLOGY INC | 27.54% | — |
| BE | BLOOM ENERGY CORP | 9.6% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.37% | — |
| NBIS | NEBIUS GROUP N.V. | 6.09% | — |
| CRWV | COREWEAVE INC | 3.68% | — |
| CORZ | CORE SCIENTIFIC INC NEW | 3.29% | — |
| STM | STMICROELECTRONICS | 2.89% | — |
| APLD | APPLIED DIGITAL CORP | 2.32% | — |
| RIOT | RIOT PLATFORMS INC | 2.31% | — |
| SHAZ | SHARONAI HOLDINGS INC | 2.26% | — |
| IREN | IREN LIMITED | 2.14% | — |
| CLSK | CLEANSPARK INC | 0.88% | — |
| KEEL | KEEL INFRASTRUCTURE CORP | 0.75% | — |
| SEI | SOLARIS ENERGY INFRAS INC | 0.45% | — |
| WYFI | WHITEFIBER INC | 0.34% | — |
| BTDR | BITDEER TECHNOLOGIES GROUP | 0.27% | — |
| TE | T1 ENERGY INC | 0.23% | — |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | 0.16% | — |
| BW | BABCOCK & WILCOX ENTERPRISES | 0.14% | — |
| PUMP | PROPETRO HLDG CORP | 0.14% | — |
| VSH | VISHAY INTERTECHNOLOGY INC | 0.1% | — |
| INFY | INFOSYS LTD | 0.03% | — |
| CBRS | CEREBRAS SYSTEMS INC | 0.01% | — |