Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Peter Thiel % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Peter Thiel runs Thiel Macro LLC ($418.7M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 8 names unique to Peter Thiel's book and 26 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 | Peter Thiel % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Peter Thiel runs Thiel Macro LLC ($418.7M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 8 names unique to Peter Thiel's book and 26 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
