[Analysis: AI Stock Guru Leopold Retains Only Anthropic Holdings, Long-Term AGI Belief Unchanged] BlockBeats News, August 14 — AI investor Leopold Aschenbrenner's Situational Awareness fund nearly liquidated all its public market stock positions in late July, retaining only its private equity stake in Anthropic. Reportedly, Ken Griffin's Citadel acquired the majority of the stock assets sold by the fund. Previously, Situational Awareness managed assets of up to $45 billion, but after losses in AI infrastructure-related stocks, the fund significantly reduced its public equity positions. With almost all public stocks sold, Anthropic remains the sole untouched core holding. It is reported that in an investor letter released in July, Aschenbrenner identified Anthropic's potential IPO as a key catalyst. Anthropic is one of the highest-valued private AI companies globally, and if it goes public in the future, early investors will have the opportunity to exit and realize returns. Analysts believe that Aschenbrenner's decision to retain Anthropic holdings after significant adjustments in AI infrastructure stocks reflects his continued confidence in Anthropic and his long-term investment thesis in AGI. Currently, Anthropic is not publicly listed, and ordinary investors cannot directly trade its shares. Related public market proxies include Amazon and NVIDIA, both of which have invested heavily in AI infrastructure. [Original Link]