Leopold Aschenbrenner vs Stanley Druckenmiller

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

Stanley Druckenmiller

Duquesne Family Office

macro

Shared holdings

Portfolio overlap

Positions (A · B)

23 · 89

Stocks they both own

Stock	Leopold %	Stanley %
$SNDK SANDISK CORP	28.1%	1.5%
$TSM TAIWAN SEMICONDUCTOR MANUFAC	6.4%	5.4%
$STM STMICROELECTRONICS	2.9%	4.5%
$RIOT RIOT PLATFORMS INC	2.3%	0.4%
$IREN IREN LIMITED	2.1%	0.1%
$BTDR BITDEER TECHNOLOGIES GROUP	0.3%	1.2%

Only Leopold Aschenbrenner owns

$MU27.6%$BE9.6%$NBIS6.1%$CRWV3.7%$CORZ3.3%$APLD2.3%$SHAZ2.3%$CLSK0.9%$KEEL0.8%$SEI0.5%

Only Stanley Druckenmiller owns

$NTRA16.6%$INSM5.7%$EWZ5.1%$AMZN4.6%$RSP3.7%$YPF2.7%$CDW2.7%$TBBB2.3%$GOOGL2.3%$STX2.3%

Frequently asked

What stocks do Leopold Aschenbrenner and Stanley Druckenmiller both own?

They share 6 holdings, the largest overlaps being $SNDK, $TSM, $STM, $RIOT, $IREN.

How similar are their portfolios?

Their disclosed long books overlap roughly 6% by position set. Leopold Aschenbrenner runs 23 positions; Stanley Druckenmiller runs 89.

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.