Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Guy Spier % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 11 names unique to Guy Spier'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
