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@Simoncuocuo · 2026-10-14 09:21

leo 欧巴又被干了 Leopold Aschenbrenner's biggest positions are getting hit again Here's what his top holdings done since October highs: • SanDisk $SNDK: down 19% • Bloom Energy $BE: down 6% • Nebius $NBIS: down 11% • CoreWeave $CRWV: down 13% • Micron $MU: down 14% • SharonAI $SHAZ: down 30% SanDisk and Micron are 55% of the fund, per Q2 13F In July, a drawdown like this triggered a forced sale of his book to Citadel

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