Leopold Aschenbrenner vs Bill Ackman

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

Bill Ackman

Pershing Square

activist

Shared holdings

Portfolio overlap

Positions (A · B)

28 · 11

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 Ackman owns

$BN17.6%$AMZN17.4%$UBER15.7%$MSFT15.3%$QSR12.2%$META11.1%$HHH8.7%$SEG0.8%$GOOG0.7%$HTZ0.5%

Frequently asked

What stocks do Leopold Aschenbrenner and Bill Ackman both own?

Leopold Aschenbrenner and Bill Ackman 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 Ackman runs 11.

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.