Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Charlie Munger % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Charlie Munger runs Daily Journal Corp ($256.7M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 4 names unique to Charlie Munger'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 | Charlie Munger % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Charlie Munger runs Daily Journal Corp ($256.7M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 4 names unique to Charlie Munger'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
