Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Thomas Russo % | Leopold Aschenbrenner % |
|---|---|---|
| Oracle Corp | 0.0% | 7.8% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 85 names unique to Thomas Russo's book and 41 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 | Thomas Russo % | Leopold Aschenbrenner % |
|---|---|---|
| Oracle Corp | 0.0% | 7.8% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 1 common positions, with 85 names unique to Thomas Russo's book and 41 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
