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Leopold Aschenbrenner vs George Soros

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

George Soros

Soros Fund Management

macro

Shared holdings

4

Portfolio overlap

5%

Positions (A · B)

28 · 224

Stocks they both own

StockLeopold %George %
$NVDA

NVIDIA CORPORATION

11.5%2.6%
$TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.6%4.2%
$CRWV

COREWEAVE INC

5.1%3.5%
$AVGO

BROADCOM INC

7.4%0.7%

Only Leopold Aschenbrenner owns

$SMH15.1%$SNDK8.2%$ORCL7.9%$MU7.4%$AMD7.3%$BE6.9%$ASML3.7%$IREN2.9%$CORZ2.9%$APLD2.3%

Only George Soros owns

$SPY11%$AMZN5.7%$XLE4.2%$XOP3%$EA2.7%$GOOGL2.3%$LIN1.8%$AAPL1.8%$TKO1.7%$SEE1.6%

Frequently asked

What stocks do Leopold Aschenbrenner and George Soros both own?

They share 4 holdings, the largest overlaps being $NVDA, $TSM, $CRWV, $AVGO.

How similar are their portfolios?

Their disclosed long books overlap roughly 5% by position set. Leopold Aschenbrenner runs 28 positions; George Soros runs 224.

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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.