Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Bloomstran % | Leopold Aschenbrenner % |
|---|---|---|
| SANDISK CORP | 0.0% | 28.0% |
| MICRON TECHNOLOGY INC | 0.0% | 27.5% |
| BLOOM ENERGY CORP | 0.0% | 9.4% |
| CORE SCIENTIFIC INC NEW | 0.0% | 3.3% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| RIOT PLATFORMS INC | 0.0% | 2.3% |
| CLEANSPARK INC | 0.0% | 0.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 0.1% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 8 common positions, with 851 names unique to Christopher Bloomstran's book and 16 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 | Christopher Bloomstran % | Leopold Aschenbrenner % |
|---|---|---|
| SANDISK CORP | 0.0% | 28.0% |
| MICRON TECHNOLOGY INC | 0.0% | 27.5% |
| BLOOM ENERGY CORP | 0.0% | 9.4% |
| CORE SCIENTIFIC INC NEW | 0.0% | 3.3% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| RIOT PLATFORMS INC | 0.0% | 2.3% |
| CLEANSPARK INC | 0.0% | 0.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 0.1% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 8 common positions, with 851 names unique to Christopher Bloomstran's book and 16 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
