Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Rolfe % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 2.5% | 4.1% |
| ALPHABET INC | 9.6% | 3.1% |
| MICROSOFT CORP | 7.0% | 1.8% |
| TAIWAN SEMICONDUCTOR MFG LTD | 10.5% | 1.6% |
| META PLATFORMS INC | 8.5% | 0.7% |
| APPLE INC | 7.3% | 0.6% |
| VISA INC | 5.7% | 0.0% |
| CHUBB LIMITED | 3.3% | 0.1% |
| S&P GLOBAL INC | 3.3% | 0.1% |
| BOOKING HOLDINGS INC | 5.8% | 0.0% |
| EDWARDS LIFESCIENCES CORP | 2.9% | 0.1% |
| UNITED RENTALS INC | 4.0% | 0.0% |
| CDW CORP | 3.9% | 0.0% |
| OREILLY AUTOMOTIVE INC | 3.2% | 0.0% |
| ZOETIS INC | 2.5% | 0.0% |
| PAYPAL HLDGS INC | 2.4% | 0.0% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 16 common positions, with 5 names unique to David Rolfe's book and 969 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Rolfe % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 2.5% | 4.1% |
| ALPHABET INC | 9.6% | 3.1% |
| MICROSOFT CORP | 7.0% | 1.8% |
| TAIWAN SEMICONDUCTOR MFG LTD | 10.5% | 1.6% |
| META PLATFORMS INC | 8.5% | 0.7% |
| APPLE INC | 7.3% | 0.6% |
| VISA INC | 5.7% | 0.0% |
| CHUBB LIMITED | 3.3% | 0.1% |
| S&P GLOBAL INC | 3.3% | 0.1% |
| BOOKING HOLDINGS INC | 5.8% | 0.0% |
| EDWARDS LIFESCIENCES CORP | 2.9% | 0.1% |
| UNITED RENTALS INC | 4.0% | 0.0% |
| CDW CORP | 3.9% | 0.0% |
| OREILLY AUTOMOTIVE INC | 3.2% | 0.0% |
| ZOETIS INC | 2.5% | 0.0% |
| PAYPAL HLDGS INC | 2.4% | 0.0% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 16 common positions, with 5 names unique to David Rolfe's book and 969 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
