Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | Leopold Aschenbrenner % |
|---|---|---|
| NVIDIA CORPORATION | 8.9% | 11.5% |
| ORACLE CORP | 0.1% | 7.8% |
| BROADCOM INC | 0.0% | 7.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 3.9% |
| INTEL CORP | 0.0% | 1.2% |
| CORNING INC | 0.1% | 0.2% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.1% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 7 common positions, with 216 names unique to Mairs & Power's book and 29 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 | Mairs & Power % | Leopold Aschenbrenner % |
|---|---|---|
| NVIDIA CORPORATION | 8.9% | 11.5% |
| ORACLE CORP | 0.1% | 7.8% |
| BROADCOM INC | 0.0% | 7.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 3.9% |
| INTEL CORP | 0.0% | 1.2% |
| CORNING INC | 0.1% | 0.2% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.1% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 7 common positions, with 216 names unique to Mairs & Power's book and 29 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
