Situational Awareness LP reported about $20.2 billion in June 30 holdings, with SanDisk and Micron accounting for 55.5% of the portfolio. The fund liquidated more than $8 billion in chip and memory put options from Q1. Micron and SanDisk then fell about 35.9% and 55.3% during the July AI sector correction.
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Aschenbrenner Fund Shifted to Unhedged AI Chip Holdings Before July Losses
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