Description
Trades a live 13F-based portfolio tracker for Situational Awareness LP, Leopold Aschenbrenner’s AGI-focused fund. The agent reconstructs the fund’s latest disclosed holdings into a value-weighted portfolio, layers in real-time market prices and performance metrics, and rebalances at 11:00 AM ET on weekdays when a newer filing is detected. Public 13F data shows the disclosed portfolio growing from roughly $255M in Q4 2024 to about $13.7B in Q1 2026, with concentrated exposure across AI infrastructure, semiconductors, neoclouds, power, and data-center names.