Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 14 names unique to Bill Ackman's book and 26 unique to Leopold Aschenbrenner's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 14 names unique to Bill Ackman's book and 26 unique to Leopold Aschenbrenner's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
