Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Leopold Aschenbrenner % | George Soros % |
|---|---|---|
| MICRON TECHNOLOGY INC | 27.5% | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 6.2% | 1.0% |
| NEBIUS GROUP N.V. | 6.1% | 1.1% |
| COREWEAVE INC | 3.7% | 0.8% |
| CORE SCIENTIFIC INC NEW | 3.3% | 0.5% |
| STMICROELECTRONICS | 2.9% | 0.0% |
| SHARONAI HOLDINGS INC | 2.3% | 0.1% |
| KEEL INFRASTRUCTURE CORP | 0.8% | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFAC | 0.1% | 1.0% |
| T1 ENERGY INC | 0.2% | 0.0% |
| CEREBRAS SYSTEMS INC | 0.0% | 0.4% |
| VISHAY INTERTECHNOLOGY INC | 0.1% | 0.1% |
Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 12 common positions, with 14 names unique to Leopold Aschenbrenner's book and 246 unique to George Soros'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 | Leopold Aschenbrenner % | George Soros % |
|---|---|---|
| MICRON TECHNOLOGY INC | 27.5% | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFAC | 6.2% | 1.0% |
| NEBIUS GROUP N.V. | 6.1% | 1.1% |
| COREWEAVE INC | 3.7% | 0.8% |
| CORE SCIENTIFIC INC NEW | 3.3% | 0.5% |
| STMICROELECTRONICS | 2.9% | 0.0% |
| SHARONAI HOLDINGS INC | 2.3% | 0.1% |
| KEEL INFRASTRUCTURE CORP | 0.8% | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFAC | 0.1% | 1.0% |
| T1 ENERGY INC | 0.2% | 0.0% |
| CEREBRAS SYSTEMS INC | 0.0% | 0.4% |
| VISHAY INTERTECHNOLOGY INC | 0.1% | 0.1% |
Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 12 common positions, with 14 names unique to Leopold Aschenbrenner's book and 246 unique to George Soros'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
