Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Pat Dorsey % | Leopold Aschenbrenner % |
|---|---|---|
| ASML HLDG NV | 14.8% | 0.0% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.26B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 10 names unique to Pat Dorsey's book and 40 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 | Pat Dorsey % | Leopold Aschenbrenner % |
|---|---|---|
| ASML HLDG NV | 14.8% | 0.0% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.26B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 10 names unique to Pat Dorsey's book and 40 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
