Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Daniel Loeb % | Leopold Aschenbrenner % |
|---|---|---|
| CORE SCIENTIFIC INC NEW | 0.0% | 3.3% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 4.7% | 0.1% |
Daniel Loeb runs Third Point LLC ($4.68B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 3 common positions, with 36 names unique to Daniel Loeb's book and 22 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 | Daniel Loeb % | Leopold Aschenbrenner % |
|---|---|---|
| CORE SCIENTIFIC INC NEW | 0.0% | 3.3% |
| APPLIED DIGITAL CORP | 0.0% | 2.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 4.7% | 0.1% |
Daniel Loeb runs Third Point LLC ($4.68B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 3 common positions, with 36 names unique to Daniel Loeb's book and 22 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
