Over 100 Million in Holdings Earns 10x Profit! Gen Z AI Investor Profits from SanDisk

On May 6, Situational Awareness LP’s holdings in SanDisk (SNDK) may have reached a 10x milestone. According to its 13F report submitted for Q3 2025, the firm held 115,000 shares of SNDK, which closed at approximately $112.2 per share on September 30. The Q4 2025 13F filing revealed that the firm significantly increased its holdings to 1,054,200 shares (valued at $250 million). Based on today’s SNDK price of $1,406, if the firm has not sold any shares, the current value of its SNDK holdings has reached $1.482 billion. SALP founder Leopold Aschenbrenner is a 25-year-old German-born investment prodigy who previously worked at the FTX Future Fund and joined OpenAI as a researcher in 2023 (he was dismissed in 2024 due to allegations of leaking confidential information and refusing to cooperate with investigations). In June 2024, he published a 165-page paper titled ‘Situational Awareness: The Decade Ahead,’ detailing the imminent timeline and strategic significance of AGI, after which he founded the 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 the transformation of Bitcoin mining into HPC. In just over a year since its establishment, the fund has achieved remarkable growth, with its public holdings (13F) in Q4 2024 at approximately $225 million, rapidly expanding to about $5.52 billion by Q4 2025, making it one of Wall Street’s most watched AI-themed funds.