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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

3

Portfolio overlap

4%

Positions (A · B)

23 · 230

Stocks they both own

StockLeopold %George %
$TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.4%5.4%
$NBIS

NEBIUS GROUP N.V.

6.1%1.4%
$CRWV

COREWEAVE INC

3.7%1.5%

Only Leopold Aschenbrenner owns

$SNDK28.1%$MU27.6%$BE9.6%$CORZ3.3%$STM2.9%$APLD2.3%$RIOT2.3%$SHAZ2.3%$IREN2.1%$CLSK0.9%

Only George Soros owns

$NVDA4.8%$AMZN4.6%$GOOGL3.5%$EA3.3%$AAPL2.5%$LIN2.3%$TKO1.9%$XLE1.7%$AEP1.7%$ETR1.7%

Frequently asked

What stocks do Leopold Aschenbrenner and George Soros both own?

They share 3 holdings, the largest overlaps being $TSM, $NBIS, $CRWV.

How similar are their portfolios?

Their disclosed long books overlap roughly 4% by position set. Leopold Aschenbrenner runs 23 positions; George Soros runs 230.

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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.