Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | George Soros % | Leopold Aschenbrenner % |
|---|---|---|
| MICRON TECHNOLOGY INC | 0.3% | 27.5% |
| NEBIUS GROUP N.V. | 1.1% | 6.1% |
| COREWEAVE INC | 0.8% | 3.7% |
| COREWEAVE INC | 0.4% | 3.7% |
| CORE SCIENTIFIC INC NEW | 0.5% | 3.3% |
| STMICROELECTRONICS N V | 0.0% | 2.9% |
| SHARONAI HOLDINGS INC | 0.1% | 2.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 3.1% | 0.1% |
| KEEL INFRASTRUCTURE CORP | 0.0% | 0.8% |
| TAIWAN SEMICONDUCTOR MANUFAC | 1.0% | 0.1% |
| T1 ENERGY INC | 0.0% | 0.2% |
| CEREBRAS SYSTEMS INC | 0.4% | 0.0% |
| VISHAY INTERTECHNOLOGY INC | 0.1% | 0.1% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 13 common positions, with 246 names unique to George Soros's book and 14 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 | George Soros % | Leopold Aschenbrenner % |
|---|---|---|
| MICRON TECHNOLOGY INC | 0.3% | 27.5% |
| NEBIUS GROUP N.V. | 1.1% | 6.1% |
| COREWEAVE INC | 0.8% | 3.7% |
| COREWEAVE INC | 0.4% | 3.7% |
| CORE SCIENTIFIC INC NEW | 0.5% | 3.3% |
| STMICROELECTRONICS N V | 0.0% | 2.9% |
| SHARONAI HOLDINGS INC | 0.1% | 2.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 3.1% | 0.1% |
| KEEL INFRASTRUCTURE CORP | 0.0% | 0.8% |
| TAIWAN SEMICONDUCTOR MANUFAC | 1.0% | 0.1% |
| T1 ENERGY INC | 0.0% | 0.2% |
| CEREBRAS SYSTEMS INC | 0.4% | 0.0% |
| VISHAY INTERTECHNOLOGY INC | 0.1% | 0.1% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 13 common positions, with 246 names unique to George Soros's book and 14 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
