POPA ReconLeopold Aschenbrenner’s major fund was almost completely liquidated this morning
Leopold Aschenbrenner’s major fund was almost completely liquidated this morning Leopold Aschenbrenner, founder of the Situational Awareness fund. He became famous after enormous profits on AI infrastructure and semiconductors: capital grew from hundreds of millions to ~$20–24 billion. In July 2026, due to the AI stock correction, the fund suffered large losses (individual positions –35% and more). All public positions (≈2/3 of the portfolio) were sold in a single block to another hedge fund. Roughly 1/3 remained — mostly private assets (including Anthropic). A week ago he called the corr…
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