Theme
AI infrastructure - datacenter
Current exposure and quarter activity across tracked funds. Theme classifications are editorial and may vary by fund taxonomy.
Current reported exposure$2.3B
Tagged bought / added$1.1B
Tagged sold / reduced$284M
Tracked funds1
Tracked fund exposure
Situational Awareness LP
Leopold Aschenbrenner · Q4 2025 filed 2026-02-11
41.0% of reported 13F $2.3B
Datacenter REITs, networking, hardware, colocation/hosting infrastructure aimed at AI tenants.
Largest tracked holdings
| Ticker | Name | Value | Instrument |
|---|---|---|---|
| CRWV | COREWEAVE INC-CL A | $774M | Call |
| CRWV | COREWEAVE INC-CL A | $437M | SH |
| CORZ | CORE SCIENTIFIC INC | $419M | SH |
| IREN | IREN LIMITED | $329M | SH |
| APLD | APPLIED DIGITAL CORP | $278M | SH |
| WYFI | WHITEFIBER INC | $28M | SH |
Quarter activity
| Ticker | Action | Value |
|---|---|---|
| CRWV | Added | +$609M |
| CRWV | Closed | -$192M |
| CRWV | Added | +$142M |
| APLD | Added | +$129M |
| CORZ | Added | +$125M |
| GLXY | Closed | -$93M |
| IREN | Added | +$56M |
| WYFI | New | +$28M |