Leopold Aschenbrenner - Situational Awareness
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    26
Portfolio value:    $3,855,771,552
Holdings Activity Buys Sells    History
Holding/activity history for  Solaris Energy Infrastructure, Inc. (SEI)
← All SEI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,105,551 1.62 Reduce 40.77% 0.89 $44.61–70.17 · VW $54.49i $62,474,687 SEC
2025   Q4 1,866,500 2.19 Add 62.26% 0.84 $38.50–57.17 · VW $48.11i $85,803,005 SEC
2025   Q3 1,150,300 2.25 Buy 2.25 $24.57–47.26 · VW $33.56i $45,977,491 SEC
Price snapshot:
Current price$67.15
Avg. buy price$42.27
+/- since buy58.85%
52-week low$24.32
52-week high$86.19