𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

learning X the Japanese way | eco @Backpack backpack.exchange Japan Joined January 2018

Tweets

4K
Followers

2K
Following

845
Likes

9K

Backpack 🎒 @Backpack

6 hours ago

Situational Awareness had $11.2B concentrated in just two stocks at the end of Q2. $SNDK and $MU accounted for 55.6% of its reported US equity portfolio. Its newly filed Q2 13F offers a rare snapshot of Leopold Aschenbrenner’s portfolio before the July unwind. ▸ $SNDK SanDisk: $5.67B | 28.0% ▸ $MU Micron: $5.57B | 27.5% Other major positions included: ▸ $BE Bloom Energy: $1.90B ▸ $TSM TSMC: $1.27B ▸ NEW $NBIS Nebius: $1.23B ▸ $CRWV CoreWeave: ~$700M The biggest Q2 increases: ▸ $MU: 17K → 4.83M shares ▸ $SNDK: 1.14M → 2.50M shares ▸ $TSM: 22K → 2.65M shares The positioning also shifted from Q1, with several reported semiconductor put positions closed by quarter-end as the long book became more concentrated across memory, foundry, power and AI infrastructure. Weeks later, Situational Awareness’s portfolio fell 67% in July, prompting the fund to unwind most of its public equities.

9 12 65 10K 6

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

6 hours ago

@Backpack Mobile view looks great 🎒

0 0 0 42 0

View Details

Backpack 🎒 @Backpack

16 hours ago

Earnings to watch for the week of August 17. Full earnings calendar → backpack.exchange/stocks/calendar Retail, China tech, semiconductors and industrials. $WMT $BABA $HD $TGT $LOW $ADI $BIDU $TJX $DE $NTES $FUTU $BJ

13 22 112 18K 13

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

16 hours ago

@Backpack @Walmart @AlibabaGroup @HomeDepot @Target @Lowes @JohnDeere @Klarna $WMT $BABA 👀

0 0 0 82 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

21 hours ago

@TakayamaJoe Useful summary!

0 0 1 93 0

View Details

Armani Ferrante @armaniferrante

2 days ago

Don’t stop shipping. Popular portfolios and 13F filings on @Backpack mobile! 🧱🧱🧱

21 23 121 9K 5

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

@armaniferrante @Backpack 🎒🛳️

0 0 0 47 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

@Backpack All you need is @Backpack 🎒

0 0 0 61 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

Alphabet.

Backpack 🎒 @Backpack

2 days ago

Berkshire Hathaway just disclosed its Q2 portfolio. Berkshire bought $23.5B of stocks in Q2, ending a 14-quarter streak as a net seller. The biggest move: Alphabet. ▸ $GOOGL +45% ▸ $GOOG +658% ▸ Combined Alphabet position: ~$37.8B Alphabet is now Berkshire’s 3rd-largest

14 11 131 18K 11

0 0 0 81 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

@armaniferrante 🦾

0 0 1 51 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

@armaniferrante 🎒 Exactly what I need

0 0 1 27 0

View Details

𝚙𝚊𝚙𝚎𝚛 🎒 @paperworker

2 days ago

ARK doubling down on top holdings Great feature 🎒

Backpack 🎒 @Backpack

2 days ago

The Q2 2026 13F deadline just hit. See the latest portfolios from Berkshire Hathaway, Situational Awareness, Duquesne, ARK Invest and many more. Q/Q changes: New positions. Big adds. Full exits. Explore Popular Portfolios → backpack.exchange/stocks/portfol…