Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Leopold Aschenbrenner % |
|---|---|---|
| Broadcom Inc | 2.1% | 7.4% |
| Bloom Energy Corp | 0.6% | 6.4% |
| Sandisk Corp | 0.8% | 5.3% |
| Taiwan Semiconductor Manufac | 5.7% | 3.9% |
| Micron Technology Inc | 0.3% | 4.3% |
| Intel Corp | 0.6% | 1.2% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($2.94B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 6 common positions, with 59 names unique to Stanley Druckenmiller's book and 29 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 | Stanley Druckenmiller % | Leopold Aschenbrenner % |
|---|---|---|
| Broadcom Inc | 2.1% | 7.4% |
| Bloom Energy Corp | 0.6% | 6.4% |
| Sandisk Corp | 0.8% | 5.3% |
| Taiwan Semiconductor Manufac | 5.7% | 3.9% |
| Micron Technology Inc | 0.3% | 4.3% |
| Intel Corp | 0.6% | 1.2% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($2.94B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 6 common positions, with 59 names unique to Stanley Druckenmiller's book and 29 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
