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)

28 · 68

Stocks they both own

Stock	Leopold %	Stanley %
$TSM TAIWAN SEMICONDUCTOR MANUFAC	6.6%	5%
$AVGO BROADCOM INC	7.4%	1.8%
$SNDK SANDISK CORP	8.2%	0.7%
$MU MICRON TECHNOLOGY INC	7.4%	0.2%
$BE BLOOM ENERGY CORP	6.9%	0.5%
$INTC INTEL CORP	1.2%	0.5%

Only Leopold Aschenbrenner owns

$SMH15.1%$NVDA11.5%$ORCL7.9%$AMD7.3%$CRWV5.1%$ASML3.7%$IREN2.9%$CORZ2.9%$APLD2.3%$RIOT1%

Only Stanley Druckenmiller owns

$NTRA18.1%$EWZ8.7%$INSM5.6%$RSP4.7%$YPF4.4%$TBBB3.3%$AA2.9%$NAMS2.9%$SE2.7%$STM2.7%

Frequently asked

What stocks do Leopold Aschenbrenner and Stanley Druckenmiller both own?

They share 6 holdings, the largest overlaps being $TSM, $AVGO, $SNDK, $MU, $BE.

How similar are their portfolios?

Their disclosed long books overlap roughly 7% by position set. Leopold Aschenbrenner runs 28 positions; Stanley Druckenmiller runs 68.

More comparisons

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