Michael Burry vs Leopold Aschenbrenner

Portfolio overlap & divergence from the latest 13F filings.

Michael Burry

Scion Asset Management

contrarian

Leopold Aschenbrenner

Situational Awareness LP

growth

Shared holdings

Portfolio overlap

Positions (A · B)

7 · 23

Stocks they both own

No overlapping long positions in the latest filings.

Only Michael Burry owns

$PLTR66.7%$NVDA13.6%$PFE11.2%$HAL4.5%$MOH1.7%$LULU1.3%$SLM1%

Only Leopold Aschenbrenner owns

$SNDK28.1%$MU27.6%$BE9.6%$TSM6.4%$NBIS6.1%$CRWV3.7%$CORZ3.3%$STM2.9%$APLD2.3%$RIOT2.3%

Frequently asked

What stocks do Michael Burry and Leopold Aschenbrenner both own?

Michael Burry and Leopold Aschenbrenner currently have no overlapping disclosed long positions.

How similar are their portfolios?

Their disclosed long books overlap roughly 0% by position set. Michael Burry runs 7 positions; Leopold Aschenbrenner runs 23.

More comparisons

Buffett vs Burry Buffett vs Wood Buffett vs Aschenbrenner Buffett vs Griffin Buffett vs Druckenmiller Buffett vs Dalio Buffett vs Ackman Buffett vs Soros Buffett vs Icahn Buffett vs Tepper

Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.