Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Francis Chou % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Francis Chou runs Chou Associates Management Inc. ($201.6M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 28 names unique to Francis Chou's book and 42 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 | Francis Chou % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Francis Chou runs Chou Associates Management Inc. ($201.6M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 28 names unique to Francis Chou's book and 42 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
