Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | ValueAct Capital % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
ValueAct Capital runs ValueAct Capital Management LP ($4.0M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 17 names unique to ValueAct Capital's book and 26 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 | ValueAct Capital % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
ValueAct Capital runs ValueAct Capital Management LP ($4.0M disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($20.24B disclosed). They share 0 common positions, with 17 names unique to ValueAct Capital's book and 26 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
