Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Rolfe % | Leopold Aschenbrenner % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 10.5% | 3.9% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 20 names unique to David Rolfe's book and 39 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 | David Rolfe % | Leopold Aschenbrenner % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 10.5% | 3.9% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 20 names unique to David Rolfe's book and 39 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
