BlockBeats News, May 6th - The Situational Awareness LP's Sandisk (SNDK) position may have reached a milestone of 10x, as indicated in its 13F filing for Q3 2025, where the institution held 115,000 shares of SNDK, which closed at around $112.2 per share on September 30.

Furthermore, in the 13F filing for Q4 2025, the institution disclosed a significant increase to 1,054,200 shares (holding value of $250 million). Based on today's SNDK price of $1,406, if the institution has not sold any shares yet, the current individual SNDK position value has reached $14.82 billion.

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German prodigy investor who previously worked at FTX Future Fund and served as a researcher at OpenAI in 2023 (dismissed in 2024 for alleged data leaks and non-cooperation with investigations). In June 2024, he published a 165-page blockbuster paper titled "Situational Awareness: The Decade Ahead," elaborating on the imminent timeline and strategic significance of AGI. He then directly founded the eponymous investment firm Situational Awareness LP. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and bitcoin mine transformation into HPC. Within just over a year of its establishment, the fund has seen astonishing growth. Its Q4 2024 public holdings (13F) were only about $225 million, but by Q4 2025, it had rapidly expanded to around $5.52 billion, making it one of Wall Street's most-watched AI-themed funds.