Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Leopold Aschenbrenner % |
|---|---|---|
| Sandisk Corp | 1.5% | 28.0% |
| Stmicroelectronics N V | 4.5% | 2.9% |
| Riot Platforms Inc | 0.4% | 2.3% |
| Iren Limited | 0.1% | 2.1% |
| Taiwan Semiconductor Manufac | 5.4% | 0.1% |
| Bitdeer Technologies Group | 1.2% | 0.3% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 6 common positions, with 88 names unique to Stanley Druckenmiller'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 | Stanley Druckenmiller % | Leopold Aschenbrenner % |
|---|---|---|
| Sandisk Corp | 1.5% | 28.0% |
| Stmicroelectronics N V | 4.5% | 2.9% |
| Riot Platforms Inc | 0.4% | 2.3% |
| Iren Limited | 0.1% | 2.1% |
| Taiwan Semiconductor Manufac | 5.4% | 0.1% |
| Bitdeer Technologies Group | 1.2% | 0.3% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 6 common positions, with 88 names unique to Stanley Druckenmiller'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
