Over 100 million in holdings, 10x profit! Post-2000 AI stock genius buys SanDisk and makes a fortune

BlockBeats message, May 6, Situational Awareness LP’s Shandi (SNDK) holdings may have already reached a 10x milestone, according to its 13F report filed for 2025 Q3. At that time, the institution held 115,000 shares of SNDK, and when SNDK closed on September 30, it was approximately $112.2 per share.

Meanwhile, the 13F filing for 2025 Q4 disclosed that the institution had significantly increased its holdings to 1,054,200 shares (a holding value of $250 million). Based on today’s SNDK share price of $1,406, if the institution has not sold any shares, the current value of its per-share SNDK holdings has reached $1.482 billion.

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German-born prodigy investor. He previously worked at the FTX Future Fund, and he joined OpenAI as a researcher in 2023 (he was fired in 2024 on allegations of leaking confidential information and for refusing to cooperate with an investigation). In June 2024, he published a blockbuster paper of 165 pages titled “Situational Awareness: The Decade Ahead,” in which he laid out in detail the timeline and strategic significance of AGI arriving rapidly in the years ahead. He then directly founded the eponymous investment firm, Situational Awareness LP. The fund is highly focused on AI infrastructure, including power supply, data center computing power, semiconductor optics, and the transition of Bitcoin mining to HPC. In just a little over a year after its founding, the fund achieved astonishing growth: its publicly disclosed holdings (13F) in Q4 2024 were only about $225 million, and by Q4 2025 it had quickly expanded to approximately $5.52 billion, becoming one of Wall Street’s most watched AI-themed funds.