Aschenbrenner’s fund triples equity exposure to $13.67 billion on AI infrastructure bet

Verifying
  • Situational Awareness LP increased exposure to former Bitcoin miners and AI infrastructure companies.
  • $13.67 billion was held in equity exposure on March 31, 2026, up from $5.52 billion.
  • Situational Awareness LP later liquidated public equities through a Citadel transaction after sharp mid-2026 losses.
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