Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Ray Dalio % | Li Lu % |
|---|---|---|
| ALPHABET INC | 3.1% | 44.8% |
| BANK AMERICA CORP | 0.2% | 4.6% |
| APPLE INC | 0.6% | 0.9% |
| CROCS INC | 0.1% | 2.3% |
| S&P GLOBAL INC | 0.1% | 1.6% |
| BLOCK H & R INC | 0.0% | 1.6% |
Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 6 common positions, with 979 names unique to Ray Dalio's book and 7 unique to Li Lu'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 | Ray Dalio % | Li Lu % |
|---|---|---|
| ALPHABET INC | 3.1% | 44.8% |
| BANK AMERICA CORP | 0.2% | 4.6% |
| APPLE INC | 0.6% | 0.9% |
| CROCS INC | 0.1% | 2.3% |
| S&P GLOBAL INC | 0.1% | 1.6% |
| BLOCK H & R INC | 0.0% | 1.6% |
Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 6 common positions, with 979 names unique to Ray Dalio's book and 7 unique to Li Lu'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
