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[BUSINESS]■ STORY TIMELINE

ASCHENBRENNER'S FUND EXITS PUBLIC STOCKS

Situational Awareness, Leopold Aschenbrenner's AI-focused hedge fund, has liquidated all public stock holdings after suffering steep losses on AI bets and a failed bet against software stocks. Assets have plummeted to roughly $10 billion from over $20 billion in May.

10 SOURCESFIRST SEEN JUL 30, 02:55 PM► READ THE ARTICLE
Techmeme+0m

David Faber / CNBC: Sources: Leopold Aschenbrenner's Situational Awareness has sold all of its public stock holdings aft…

Techmeme+45m

Wall Street Journal: Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Gr…

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Financial Times: Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private inves…

Techmeme+3h 20m

Bloomberg: Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin…

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Situational Awareness, Leopold Aschenbrenner's hedge fund, was forced to sell billions of dollars of technology investme…

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Wall Street Journal: Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it pla…

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Assets at Leopold Aschenbrenner’s hedge fund Situational Awareness has gone from $45 billion to $10 billion in a month.…

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Wall Street Journal: An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured inv…