Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Leopold Aschenbrenner % |
|---|---|---|
| Bloom Energy Corp | 1.5% | 22.4% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($4.22B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 1 common positions, with 57 names unique to Stanley Druckenmiller's book and 23 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
