AI play Nebius is surging after mysterious new hedge fund manager reveals stake. Here are his other holdings

When Leopold Aschenbrenner published a sprawling manifesto last year warning about the breakneck race toward artificial superintelligence, he quickly became one of Silicon Valley's most closely watched voices on AI. Now the former OpenAI researcher is drawing attention on Wall Street too. Shares of Nebius Group surged Thursday after Aschenbrenner's hedge fund, Situational Awareness, disclosed a major stake in the Dutch cloud-computing provider, giving investors a fresh glimpse into how one of the AI industry's emerging thinkers is betting on the sector's future. Born in Germany, Aschenbrenner was for a short time a researcher at OpenAI before leaving the AI researcher. Aschenbrenner first gained attention last year after releasing a widely circulated 165-page essay on AI . He has since shifted into investing, launching a hedge fund despite having no prior professional money-management background. His San Francisco-based Situational Awareness had about $4 billion in reported investments at the end of March. Aschenbrenner, who's in his 20s, has characterized the firm as an AI-focused "brain trust." The fund has drawn support from several prominent technology and investment figures, including Patrick and John Collison of Stripe, along with Daniel Gross and Nat Friedman, both of whom were recently tapped by Mark Zuckerberg to assist with Meta's AI initiatives. …