Leopold Aschenbrenner disclosed his Q1 2026 13F with $2.04B in VanEck Semiconductor ETF $SMH puts topping the list, followed by $1.57B Nvidia $NVDA puts and $1.07B Oracle $ORCL puts. The filing reveals $8.45B in fresh semiconductor and tech put positions alongside retained AI infrastructure longs such as Bloom Energy and CoreWeave. Biggest increases included CleanSpark $CLSK shares up 648% and Riot Platforms $RIOT up 87%, while several call positions in Micron and TSM were added as partial hedges.