Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Polen Capital % | Ray Dalio % |
|---|---|---|
| SPDR S&P 500 ETF TR | 0.0% | 16.3% |
| AMAZON COM INC | 8.5% | 2.0% |
| MICROSOFT CORP | 8.1% | 1.1% |
| ALPHABET INC | 5.4% | 2.0% |
| NVIDIA CORPORATION | 4.2% | 3.2% |
| BROADCOM INC | 5.2% | 2.0% |
| ORACLE CORP | 6.0% | 0.9% |
| ELI LILLY & CO | 5.7% | 0.4% |
| VISA INC | 5.1% | 0.1% |
| SERVICENOW INC | 3.7% | 0.3% |
| MSCI INC | 3.3% | 0.0% |
| ZOETIS INC | 3.0% | 0.0% |
| IDEXX LABS INC | 2.8% | 0.1% |
| AON PLC | 2.8% | 0.0% |
| STARBUCKS CORP | 2.4% | 0.0% |
| ABBOTT LABS | 2.1% | 0.0% |
| ADOBE INC | 2.0% | 0.1% |
| INTUITIVE SURGICAL INC | 2.0% | 0.0% |
| AIRBNB INC | 1.8% | 0.1% |
| SYNOPSYS INC | 1.7% | 0.1% |
| BOSTON SCIENTIFIC CORP | 1.6% | 0.1% |
| PAYCOM SOFTWARE INC | 1.2% | 0.0% |
| ASML HOLDING N V | 0.1% | 0.5% |
| SEA LTD | 0.0% | 0.5% |
| MERCADOLIBRE INC | 0.4% | 0.1% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 85 common positions, with 139 names unique to Polen Capital's book and 905 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 | Polen Capital % | Ray Dalio % |
|---|---|---|
| SPDR S&P 500 ETF TR | 0.0% | 16.3% |
| AMAZON COM INC | 8.5% | 2.0% |
| MICROSOFT CORP | 8.1% | 1.1% |
| ALPHABET INC | 5.4% | 2.0% |
| NVIDIA CORPORATION | 4.2% | 3.2% |
| BROADCOM INC | 5.2% | 2.0% |
| ORACLE CORP | 6.0% | 0.9% |
| ELI LILLY & CO | 5.7% | 0.4% |
| VISA INC | 5.1% | 0.1% |
| SERVICENOW INC | 3.7% | 0.3% |
| MSCI INC | 3.3% | 0.0% |
| ZOETIS INC | 3.0% | 0.0% |
| IDEXX LABS INC | 2.8% | 0.1% |
| AON PLC | 2.8% | 0.0% |
| STARBUCKS CORP | 2.4% | 0.0% |
| ABBOTT LABS | 2.1% | 0.0% |
| ADOBE INC | 2.0% | 0.1% |
| INTUITIVE SURGICAL INC | 2.0% | 0.0% |
| AIRBNB INC | 1.8% | 0.1% |
| SYNOPSYS INC | 1.7% | 0.1% |
| BOSTON SCIENTIFIC CORP | 1.6% | 0.1% |
| PAYCOM SOFTWARE INC | 1.2% | 0.0% |
| ASML HOLDING N V | 0.1% | 0.5% |
| SEA LTD | 0.0% | 0.5% |
| MERCADOLIBRE INC | 0.4% | 0.1% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 85 common positions, with 139 names unique to Polen Capital's book and 905 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
