Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Leopold Aschenbrenner % | Li Lu % |
|---|---|---|
| No shared positions. | ||
Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 0 common positions, with 42 names unique to Leopold Aschenbrenner's book and 13 unique to Li Lu'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 % | Li Lu % |
|---|---|---|
| No shared positions. | ||
Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 0 common positions, with 42 names unique to Leopold Aschenbrenner's book and 13 unique to Li Lu'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
