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% | 2.0% |
| ANALOG DEVICES INC | 6.7% | 0.3% |
| BROADCOM INC | 0.4% | 2.0% |
| META PLATFORMS INC | 6.1% | 0.3% |
| TE CONNECTIVITY PLC | 5.3% | 0.4% |
| CITIGROUP INC | 5.4% | 0.3% |
| BECTON DICKINSON & CO | 5.0% | 0.0% |
| INTERNATIONAL FLAVORS&FRAGRA | 4.7% | 0.0% |
| COMCAST CORP NEW | 3.3% | 0.1% |
| NXP SEMICONDUCTORS N V | 2.2% | 0.4% |
| AON PLC | 3.1% | 0.0% |
| FERGUSON ENTERPRISES INC | 2.6% | 0.0% |
| WELLS FARGO CO NEW | 1.4% | 0.4% |
| FORTUNE BRANDS INNOVATIONS I | 2.3% | 0.0% |
| NOV INC | 1.7% | 0.1% |
| ECHOSTAR CORP | 2.1% | 0.0% |
| LPL FINL HLDGS INC | 1.8% | 0.0% |
| THERMO FISHER SCIENTIFIC INC | 1.7% | 0.0% |
| LIBERTY BROADBAND CORP | 1.7% | 0.0% |
| PG&E CORP | 0.2% | 0.4% |
| CHARTER COMMUNICATIONS INC N | 1.3% | 0.1% |
| KINDER MORGAN INC DEL | 1.5% | 0.0% |
| WABTEC | 1.3% | 0.0% |
| GULFPORT ENERGY CORP | 0.3% | 0.1% |
| DELL TECHNOLOGIES INC | 0.6% | 0.0% |
Steven Romick runs First Pacific Advisors LP ($7.59B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 31 common positions, with 29 names unique to Steven Romick's book and 959 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 | Steven Romick % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 4.3% | 2.0% |
| ANALOG DEVICES INC | 6.7% | 0.3% |
| BROADCOM INC | 0.4% | 2.0% |
| META PLATFORMS INC | 6.1% | 0.3% |
| TE CONNECTIVITY PLC | 5.3% | 0.4% |
| CITIGROUP INC | 5.4% | 0.3% |
| BECTON DICKINSON & CO | 5.0% | 0.0% |
| INTERNATIONAL FLAVORS&FRAGRA | 4.7% | 0.0% |
| COMCAST CORP NEW | 3.3% | 0.1% |
| NXP SEMICONDUCTORS N V | 2.2% | 0.4% |
| AON PLC | 3.1% | 0.0% |
| FERGUSON ENTERPRISES INC | 2.6% | 0.0% |
| WELLS FARGO CO NEW | 1.4% | 0.4% |
| FORTUNE BRANDS INNOVATIONS I | 2.3% | 0.0% |
| NOV INC | 1.7% | 0.1% |
| ECHOSTAR CORP | 2.1% | 0.0% |
| LPL FINL HLDGS INC | 1.8% | 0.0% |
| THERMO FISHER SCIENTIFIC INC | 1.7% | 0.0% |
| LIBERTY BROADBAND CORP | 1.7% | 0.0% |
| PG&E CORP | 0.2% | 0.4% |
| CHARTER COMMUNICATIONS INC N | 1.3% | 0.1% |
| KINDER MORGAN INC DEL | 1.5% | 0.0% |
| WABTEC | 1.3% | 0.0% |
| GULFPORT ENERGY CORP | 0.3% | 0.1% |
| DELL TECHNOLOGIES INC | 0.6% | 0.0% |
Steven Romick runs First Pacific Advisors LP ($7.59B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 31 common positions, with 29 names unique to Steven Romick's book and 959 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
