Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | Leopold Aschenbrenner % |
|---|---|---|
| INTEL CORP | 0.0% | 0.0% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 1 common positions, with 222 names unique to Mairs & Power's book and 23 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
