Ray Dalio Bridgewater Associates
AUM
$25.5B
1-Year Est. Return
29.73%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$735B
| $2.71B | 10.62% |
4,049,300
+1,739,550
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$702B
| $1.71B | 6.69% |
2,565,088
-45,272
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.88T
| $645M | 2.53% |
2,653,896
-2,946,528
|
|
||
|
4
Microsoft
MSFT
$3.59T
| $568M | 2.23% |
1,097,169
-617,888
|
|
||
5
Salesforce
CRM
$248B
| $476M | 1.86% |
2,007,027
+367,426
|
|
||
6
NVIDIA
NVDA
$4.43T
| $468M | 1.83% |
2,509,751
-4,719,383
|
|
||
7
Lam Research
LRCX
$199B
| $464M | 1.82% |
3,463,980
+1,825,200
|
|
||
8
Adobe
ADBE
$145B
| $445M | 1.74% |
1,262,696
+533,198
|
|
||
9
Booking.com
BKNG
$168B
| $420M | 1.64% |
77,731
+1,578
|
|
||
10
GE Vernova
GEV
$171B
| $400M | 1.57% |
651,092
-127,171
|
|
||
11
Uber
UBER
$190B
| $353M | 1.38% |
3,604,153
-129,616
|
|
||
12
Johnson & Johnson
JNJ
$487B
| $318M | 1.25% |
1,715,777
-566,762
|
|
||
13
Meta Platforms (Facebook)
META
$1.7T
| $306M | 1.2% |
416,919
-390,154
|
|
||
14
Advanced Micro Devices
AMD
$355B
| $290M | 1.14% |
1,794,801
+39,572
|
|
||
15
Sea Limited
SE
$79.3B
| $287M | 1.12% |
1,605,624
+732,692
|
|
||
16
Broadcom
AVGO
$1.84T
| $279M | 1.09% |
845,391
-307,616
|
|
||
17
ServiceNow
NOW
$177B
| $278M | 1.09% |
301,993
+106,419
|
|
||
|
18
Workday
WDAY
$57.8B
| $250M | 0.98% |
1,040,435
+591,561
|
|
||
19
Amazon
AMZN
$2.45T
| $247M | 0.97% |
1,124,977
-118,948
|
|
||
20
Altria Group
MO
$97.3B
| $244M | 0.96% |
3,695,606
-75,260
|
|
||
21
Visa
V
$639B
| $231M | 0.9% |
675,954
+31,640
|
|
||
22
Comcast
CMCSA
$99.5B
| $216M | 0.84% |
6,859,625
-1,848,458
|
|
||
23
Wells Fargo
WFC
$282B
| $213M | 0.83% |
2,535,209
-1,013,639
|
|
||
24
Mastercard
MA
$490B
| $208M | 0.82% |
366,256
+240,358
|
|
||
|
FISV
25
Fiserv Inc
FISV
$35.6B
| $205M | 0.8% |
1,593,157
+331,284
|
|