Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chuck Akre % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Chuck Akre runs Akre Capital Management LLC (— disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 1 names unique to Chuck Akre'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
