Leopold Aschenbrenner Stock Portfolio: Top 10 Stocks

9. CoreWeave, Inc. (NASDAQ:CRWV)

Situational Awareness LP’s Stake: $556 Million

CoreWeave, Inc. (NASDAQ:CRWV) has featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position comprised 1.2 million shares and was sold off by the next quarter. A new position was then opened in the third quarter of 2025. This comprised 4.1 million shares. In the fourth quarter of 2025, the fund added to it by 48%, growing the stake to over 6 million shares. Filings for the first quarter of 2026 show that the fund owned over 7.1 million shares in the firm, up close to 18% compared to the previous quarter. The firm operates as a cloud infrastructure technology company in the United States. The company is part of a group of crypto firms that have transitioned into AI infrastructure in recent years. Leopold Aschenbrenner is bullish on this trend.

CoreWeave, Inc. (NASDAQ:CRWV) is the fastest cloud infrastructure provider in history to cross major revenue milestones.  For the twelve months ending March 2026, the Trailing Twelve Month revenue was $6.23 billion, a 217.6% increase year-over-year. Looking strictly at Q1 2026, quarterly revenue came in at $2.08 billion, a 111.6% increase compared to the $0.98 billion posted in Q1 2025. Management officially guided full-year FY2026 revenue to between $12 billion and $13 billion, indicating that the sequential growth curve is actively steepening as more clusters come online. In May 2026 earnings, CoreWeave announced that the revenue backlog had reached nearly $100 billion. This represents a jump from the $66.8 billion backlog reported at the end of fiscal 2025 and a nearly 400% increase over early 2025.