Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Polen Capital % | Leopold Aschenbrenner % |
|---|---|---|
| SANDISK CORP | 0.0% | 28.0% |
| BLOOM ENERGY CORP | 0.0% | 9.4% |
| SOLARIS ENERGY INFRAS INC | 0.0% | 0.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 0.3% | 0.1% |
| BABCOCK & WILCOX ENTERPRISES | 0.0% | 0.1% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 5 common positions, with 219 names unique to Polen Capital's book and 19 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 | Polen Capital % | Leopold Aschenbrenner % |
|---|---|---|
| SANDISK CORP | 0.0% | 28.0% |
| BLOOM ENERGY CORP | 0.0% | 9.4% |
| SOLARIS ENERGY INFRAS INC | 0.0% | 0.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 0.3% | 0.1% |
| BABCOCK & WILCOX ENTERPRISES | 0.0% | 0.1% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 5 common positions, with 219 names unique to Polen Capital's book and 19 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
