Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Terry Smith % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Terry Smith runs Fundsmith LLP ($17.12B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 37 names unique to Terry Smith's book and 42 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 | Terry Smith % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Terry Smith runs Fundsmith LLP ($17.12B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 37 names unique to Terry Smith's book and 42 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
