Leopold Aschenbrenner vs Carl Icahn

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

Carl Icahn

Icahn Capital

activist

Shared holdings

Portfolio overlap

Positions (A · B)

28 · 12

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 Carl Icahn owns

$IEP48.5%$CVI28%$UAN6.2%$CTRI4.9%$IFF3.6%$SATS1.9%$AEP1.8%$JBLU1.7%$MNRO1%$SD0.9%

Frequently asked

What stocks do Leopold Aschenbrenner and Carl Icahn both own?

Leopold Aschenbrenner and Carl Icahn 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; Carl Icahn runs 12.

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.