| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Louis Bacon / Moore | 56 | New buy | 98,048 | $8,300,744 | 0.1% |
| George Soros / Soros Fund Mgmt | 31 | New buy | 72,748 | $6,158,846 | 0.1% |
| Howard Marks / Oaktree | 70 | Trimmed -71% | 289,456 | $24,505,344 | 0.3% |
“Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memor…” post →
| Date | Tweet |
|---|---|
| 2026-07-31 | Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It… → · 169 likes · 35,065 views |
| 2026-07-30T18:31:07 | Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve seen. → · 3658 likes · 538,297 views |
| 2026-07-30T08:10:00 | There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June Y… → · 2455 likes · 563,141 views |
| 2026-07-05T09:45:22 | Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B. Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia. Guess like a lot of things are stating to make more sense connection wise? (disclosure: no open positions in an… → · 2704 likes · 1,252,952 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-16.