Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Bloomstran % | Leopold Aschenbrenner % |
|---|---|---|
| BLOOM ENERGY CORP | 0.0% | 22.4% |
| CORE SCIENTIFIC INC NEW | 0.0% | 10.7% |
| APPLIED DIGITAL CORP | 0.0% | 7.1% |
| SANDISK CORP | 0.0% | 6.4% |
| CIPHER MINING INC | 0.0% | 3.9% |
| EQT CORP | 0.0% | 3.4% |
| COHERENT CORP | 0.0% | 2.3% |
| RIOT PLATFORMS INC | 0.0% | 2.0% |
| HUT 8 CORP | 0.0% | 1.0% |
| CLEANSPARK INC | 0.0% | 0.4% |
| INTEL CORP | 0.0% | 0.0% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 11 common positions, with 848 names unique to Christopher Bloomstran's book and 13 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
