Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Francois Rochon % | Leopold Aschenbrenner % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 0.2% | 0.1% |
Francois Rochon runs Giverny Capital Inc. ($3.00B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 48 names unique to Francois Rochon'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 | Francois Rochon % | Leopold Aschenbrenner % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 0.2% | 0.1% |
Francois Rochon runs Giverny Capital Inc. ($3.00B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 48 names unique to Francois Rochon'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
