1 tracked superinvestor hold SOLARIS ENERGY INFRAS INC (SEI), worth $62M combined, led by Leopold Aschenbrenner. Smart money is trimming SEI as of the latest 13F filings.
Current price
$68.26
+135.5%
1Y
Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory…
Market cap
$5.2B
P/E
86.11
Div yield
0.7%
Revenue YoY
98.7%
Analyst target
$86
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$62M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing SEI: 1 funds trimmed versus 0 adding.
SOLARIS ENERGY INFRAS INC (SEI) is held by 1 tracked funds worth $62M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Leopold Aschenbrenner at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.5% | $62M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SEI?
1 tracked funds hold SOLARIS ENERGY INFRAS INC (SEI), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SEI?
In the most recent 13F quarter, 0 tracked funds added or opened SEI and 1 trimmed it.
How much SEI do tracked funds hold?
Combined disclosed long exposure to SEI across tracked superinvestors is $62M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.