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Leopold Aschenbrenner vs Chase Coleman

Portfolio overlap & divergence from the latest 13F filings.

Leopold Aschenbrenner

Situational Awareness LP

growth

Chase Coleman

Tiger Global

growth

Shared holdings

4

Portfolio overlap

6%

Positions (A · B)

23 · 46

Stocks they both own

StockLeopold %Chase %
$TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.4%9.7%
$CORZ

CORE SCIENTIFIC INC NEW

3.3%0.1%
$CBRS

CEREBRAS SYSTEMS INC

0%2.8%
$APLD

APPLIED DIGITAL CORP

2.3%0.1%

Only Leopold Aschenbrenner owns

$SNDK28.1%$MU27.6%$BE9.6%$NBIS6.1%$CRWV3.7%$STM2.9%$RIOT2.3%$SHAZ2.3%$IREN2.1%$CLSK0.9%

Only Chase Coleman owns

$AMZN9.6%$NVDA9.3%$GOOGL8.7%$META6.6%$LRCX5.7%$SE5%$AMAT4.9%$GEV3.9%$MSFT3.5%$CPAY3%

Frequently asked

What stocks do Leopold Aschenbrenner and Chase Coleman both own?

They share 4 holdings, the largest overlaps being $TSM, $CORZ, $CBRS, $APLD.

How similar are their portfolios?

Their disclosed long books overlap roughly 6% by position set. Leopold Aschenbrenner runs 23 positions; Chase Coleman runs 46.

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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.