Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Davis % | Leopold Aschenbrenner % |
|---|---|---|
| Taiwan Semiconductor Manufacturing, ADR | 0.0% | 0.1% |
Christopher Davis runs Davis Selected Advisers, LP ($23.29B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 111 names unique to Christopher Davis's book and 24 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 Davis % | Leopold Aschenbrenner % |
|---|---|---|
| Taiwan Semiconductor Manufacturing, ADR | 0.0% | 0.1% |
Christopher Davis runs Davis Selected Advisers, LP ($23.29B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 111 names unique to Christopher Davis's book and 24 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
