Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Torray Funds % | Leopold Aschenbrenner % |
|---|---|---|
| Bloom Energy | 0.4% | 9.4% |
| Taiwan Semiconductor | 1.2% | 0.1% |
Torray Funds runs Torray Investment Partners LLC ($698.4M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 2 common positions, with 93 names unique to Torray Funds's book and 22 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 | Torray Funds % | Leopold Aschenbrenner % |
|---|---|---|
| Bloom Energy | 0.4% | 9.4% |
| Taiwan Semiconductor | 1.2% | 0.1% |
Torray Funds runs Torray Investment Partners LLC ($698.4M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 2 common positions, with 93 names unique to Torray Funds's book and 22 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
