Leopold Aschenbrenner's compute-heavy fund slumps; July forced sale to Citadel haunts
basedjensen · x · 2026-10-16
Per LeopoldTracker, Leopold Aschenbrenner's top holdings are down sharply from October highs: SanDisk -19%, Bloom Energy -6%, Nebius -11%, CoreWeave -13%, Micron -14%, SharonAI -30%. SanDisk and Micron make up 55% of the fund per Q2 13F.
A similar drawdown in July triggered a forced sale of his entire book to Citadel—the retweet pairs the news with an AI-generated meme photo of Ken Griffin and Leopold.
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