Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Guy Spier % | Leopold Aschenbrenner % |
|---|---|---|
| MICRON TECHNOLOGY INC | 6.5% | 27.5% |
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 10 names unique to Guy Spier's book and 25 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 | Guy Spier % | Leopold Aschenbrenner % |
|---|---|---|
| MICRON TECHNOLOGY INC | 6.5% | 27.5% |
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 10 names unique to Guy Spier's book and 25 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
