Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Seth Klarman % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.28B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 21 names unique to Seth Klarman's book and 24 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
