Leopold Aschenbrenner vs Bill Gates

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

Bill Gates

Gates Foundation Trust

quality

Shared holdings

Portfolio overlap

Positions (A · B)

28 · 22

Stocks they both own

No overlapping long positions in the latest filings.

Only Leopold Aschenbrenner owns

$SMH15.1%$NVDA11.5%$SNDK8.2%$ORCL7.9%$MU7.4%$AVGO7.4%$AMD7.3%$BE6.9%$TSM6.6%$CRWV5.1%

Only Bill Gates owns

$BRK-B25.8%$WM20.1%$CNI16.8%$CAT14.2%$DE6.3%$ECL4.4%$WMT3.3%$FDX2.7%$KOF1.9%$WCN1%

Frequently asked

What stocks do Leopold Aschenbrenner and Bill Gates both own?

Leopold Aschenbrenner and Bill Gates currently have no overlapping disclosed long positions.

How similar are their portfolios?

Their disclosed long books overlap roughly 0% by position set. Leopold Aschenbrenner runs 28 positions; Bill Gates runs 22.

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.