Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chase Coleman % | Leopold Aschenbrenner % |
|---|---|---|
| NVIDIA CORPORATION | 6.9% | 11.5% |
| BROADCOM INC | 3.3% | 7.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 3.8% | 3.9% |
Chase Coleman runs Tiger Global Management LLC ($29.71B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 3 common positions, with 50 names unique to Chase Coleman's book and 36 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 | Chase Coleman % | Leopold Aschenbrenner % |
|---|---|---|
| NVIDIA CORPORATION | 6.9% | 11.5% |
| BROADCOM INC | 3.3% | 7.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 3.8% | 3.9% |
Chase Coleman runs Tiger Global Management LLC ($29.71B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 3 common positions, with 50 names unique to Chase Coleman's book and 36 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
