Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Leopold Aschenbrenner % | Bill Ackman % |
|---|---|---|
| No shared positions. | ||
Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($15.53B disclosed). They share 0 common positions, with 24 names unique to Leopold Aschenbrenner's book and 10 unique to Bill Ackman'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
