Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | Leopold Aschenbrenner % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 0.1% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 222 names unique to Mairs & Power's book and 24 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 % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 0.1% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 1 common positions, with 222 names unique to Mairs & Power's book and 24 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
