Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Bloomstran % | Leopold Aschenbrenner % |
|---|---|---|
| NVIDIA CORPORATION | 2.9% | 11.5% |
| ORACLE CORP | 0.0% | 7.8% |
| BROADCOM INC | 0.1% | 7.4% |
| BLOOM ENERGY CORP | 0.0% | 6.4% |
| SANDISK CORP | 0.0% | 5.3% |
| MICRON TECHNOLOGY INC | 0.0% | 4.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 3.9% |
| CORE SCIENTIFIC INC NEW | 0.0% | 2.8% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| INTEL CORP | 0.0% | 1.2% |
| RIOT PLATFORMS INC | 0.0% | 1.0% |
| CLEANSPARK INC | 0.0% | 0.8% |
| CORNING INC | 0.0% | 0.2% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.1% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 14 common positions, with 845 names unique to Christopher Bloomstran's book and 18 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 % |
|---|---|---|
| NVIDIA CORPORATION | 2.9% | 11.5% |
| ORACLE CORP | 0.0% | 7.8% |
| BROADCOM INC | 0.1% | 7.4% |
| BLOOM ENERGY CORP | 0.0% | 6.4% |
| SANDISK CORP | 0.0% | 5.3% |
| MICRON TECHNOLOGY INC | 0.0% | 4.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 3.9% |
| CORE SCIENTIFIC INC NEW | 0.0% | 2.8% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| INTEL CORP | 0.0% | 1.2% |
| RIOT PLATFORMS INC | 0.0% | 1.0% |
| CLEANSPARK INC | 0.0% | 0.8% |
| CORNING INC | 0.0% | 0.2% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.1% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 14 common positions, with 845 names unique to Christopher Bloomstran's book and 18 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
