Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Steven Romick % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 4.3% | 1.6% |
| META PLATFORMS INC | 6.1% | 0.5% |
| ANALOG DEVICES INC | 6.7% | 0.0% |
| TE CONNECTIVITY PLC | 5.3% | 0.4% |
| CITIGROUP INC | 5.4% | 0.3% |
| BROADCOM INC | 0.4% | 1.5% |
| BECTON DICKINSON & CO | 5.0% | 0.0% |
| COMCAST CORP NEW | 3.3% | 0.4% |
| NXP SEMICONDUCTORS N V | 2.2% | 0.3% |
| AON PLC | 3.1% | 0.0% |
| WELLS FARGO CO NEW | 1.4% | 0.4% |
| FERGUSON ENTERPRISES INC | 2.6% | 0.0% |
| UBER TECHNOLOGIES INC | 1.0% | 0.4% |
| LPL FINL HLDGS INC | 1.8% | 0.2% |
| FORTUNE BRANDS INNOVATIONS I | 2.3% | 0.0% |
| JEFFERIES FINL GROUP INC | 2.1% | 0.0% |
| NOV INC | 1.7% | 0.0% |
| LIBERTY BROADBAND CORP | 1.7% | 0.0% |
| THERMO FISHER SCIENTIFIC INC | 1.7% | 0.0% |
| MARRIOTT INTL INC NEW | 1.6% | 0.0% |
| CARMAX INC | 1.5% | 0.0% |
| KINDER MORGAN INC DEL | 1.5% | 0.0% |
| CHARTER COMMUNICATIONS INC N | 1.3% | 0.0% |
| WABTEC | 1.3% | 0.0% |
| DOUGLAS EMMETT INC | 0.9% | 0.0% |
Steven Romick runs First Pacific Advisors LP ($7.59B disclosed). Ray Dalio runs Bridgewater Associates LP ($27.42B disclosed). They share 34 common positions, with 26 names unique to Steven Romick's book and 1000 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
