1 tracked superinvestor hold SOLARIS ENERGY INFRAS INC (SEI), worth $91M combined, led by Leopold Aschenbrenner. Smart money is holding SEI as of the latest 13F filings.
Current price
$55.00
+109.7%
1Y
Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers.…
Market cap
$5.2B
P/E
86.11
Div yield
0.9%
Revenue YoY
98.7%
Analyst target
$93
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
$91M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding SEI steady this quarter — buys and sells are balanced.
SOLARIS ENERGY INFRAS INC (SEI) is held by 1 tracked funds worth $91M 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.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.5% | $91M |
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 0 trimmed it.
How much SEI do tracked funds hold?
Combined disclosed long exposure to SEI across tracked superinvestors is $91M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.