Leopold Aschenbrenner’s portfolio puts 28% in SanDisk and 27.5% in Micron

Oct 2, 2026 04:55 (22d ago)

Leopold Aschenbrenner holds a concentrated portfolio focused on AI infrastructure and semiconductor assets.
SanDisk represents 28% and Micron 27.5% of his largest long positions.
Bloom Energy, TSMC and Nebius account for 9.4%, 6.2% and 6.1%, respectively.

Leopold Aschenbrenner, a former OpenAI researcher dubbed an "AI stock guru," has a highly concentrated portfolio focused on AI infrastructure, semiconductors and computing-related assets. SanDisk, or SNDK, is his largest long position at 28%, followed by Micron, or MU, at 27.5%. Other major holdings are Bloom Energy, or BE, at 9.4%; Taiwan Semiconductor Manufacturing Co., or TSMC, or TSM, at 6.2%; and Nebius, or NBIS, at 6.1%.