Ray Dalio Bridgewater Associates
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$476M |
| 2 |
Apple
AAPL
|
+$335M |
| 3 |
NVIDIA
NVDA
|
+$316M |
| 4 |
Amazon
AMZN
|
+$175M |
| 5 |
Microsoft
MSFT
|
+$155M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$117M |
| 2 |
Costco
COST
|
+$109M |
| 3 |
Coca-Cola
KO
|
+$103M |
| 4 |
Cisco
CSCO
|
+$90M |
| 5 |
Procter & Gamble
PG
|
+$84.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 18.93% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.05% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Warner Bros
WBD
$67.1B
| $3.36M | 0.02% |
384,506
+49,380
| +15% | +$476K |
|
427
Evertec
EVTC
$1.78B
| $3.35M | 0.02% |
83,888
+377
| +0.5% | +$14.9K |
|
428
StoneCo
STNE
$2.58B
| $3.31M | 0.02% |
+199,491
| New | +$3.42M |
|
429
Coursera
COUR
$1.54B
| $3.3M | 0.02% |
235,620
-28,801
| -11% | -$489K |
|
|
THS
430
DELISTED
Treehouse Foods
THS
| $3.24M | 0.02% |
83,089
-12,844
| -13% | -$509K |
|
|
AXNX
431
DELISTED
Axonics, Inc. Common Stock
AXNX
| $3.21M | 0.02% |
46,499
-7,657
| -14% | -$517K |
|
432
Neurocrine Biosciences
NBIX
$16.6B
| $3.19M | 0.02% |
23,151
-354
| -2% | -$48.3K |
|
433
Cirrus Logic
CRUS
$6.26B
| $3.19M | 0.02% |
34,481
-1,055
| -3% | -$91.1K |
|
434
Integer Holdings
ITGR
$4.26B
| $3.19M | 0.02% |
27,315
-7,788
| -22% | -$827K |
|
435
Papa John's
PZZA
$806M
| $3.16M | 0.02% |
47,495
+201
| +0.4% | +$14.5K |
|
436
Rio Tinto
RIO
$164B
| $3.1M | 0.02% |
48,694
-41,008
| -46% | -$2.75M |
|
437
Xerox
XRX
$425M
| $3.1M | 0.02% |
173,310
+114,050
| +192% | +$2M |
|
438
On Holding
ONON
$12.5B
| $3.06M | 0.02% |
+86,358
| New | +$2.64M |
|
439
Qfin Holdings
QFIN
$1.61B
| $3.04M | 0.02% |
164,784
-99,570
| -38% | -$1.56M |
|
440
Sarepta Therapeutics
SRPT
$1.77B
| $3.01M | 0.02% |
23,222
-3,166
| -12% | -$388K |
|
441
Pinnacle West Capital
PNW
$12.2B
| $2.99M | 0.02% |
40,039
-248
| -0.6% | -$17.5K |
|
442
Stem
STEM
$52.7M
| $2.95M | 0.01% |
67,403
+55,925
| +487% | +$3.11M |
|
443
New York Times
NYT
$10.2B
| $2.91M | 0.01% |
67,298
+46,467
| +223% | +$2.12M |
|
444
Tyson Foods
TSN
$20.4B
| $2.86M | 0.01% |
48,661
-95,895
| -66% | -$5.25M |
|
445
Insulet
PODD
$9.79B
| $2.86M | 0.01% |
16,658
-35,811
| -68% | -$6.68M |
|
446
J&J Snack Foods
JJSF
$1.71B
| $2.84M | 0.01% |
19,669
-6,672
| -25% | -$1.01M |
|
447
Ryder
R
$10.1B
| $2.79M | 0.01% |
+23,233
| New | +$2.65M |
|
|
RCM
448
DELISTED
R1 RCM Inc. Common Stock
RCM
| $2.78M | 0.01% |
215,987
+64,624
| +43% | +$751K |
|
449
ManpowerGroup
MAN
$2.63B
| $2.77M | 0.01% |
35,719
-51
| -0.1% | -$3.79K |
|
450
Birkenstock
BIRK
$7.07B
| $2.77M | 0.01% |
+58,599
| New | +$2.8M |
|
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Ray Dalio's Q1 2024 Portfolio in Review
As of Q1 2024, Ray Dalio held 814 positions worth $19.8B, up 11% from $17.9B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Ray Dalio's Q1 2024 filing shows 72 new, 203 increased, 394 reduced and 137 closed positions. Its largest new stake was Amazon: 1,047,891 shares worth $189M. The largest sale was Pinduoduo, an estimated $117M.
By sector, the portfolio is most concentrated in Consumer Staples at 19% of assets, down from 24% a quarter earlier, followed by Healthcare and Technology.
- Ray Dalio's largest Q1 2024 buy was Amazon: 1,047,891 shares worth $189M.
- Ray Dalio added most to Alphabet (Google) Class A in Q1 2024, an estimated $476M increase.
- Ray Dalio's biggest Q1 2024 reduction was Pinduoduo, cutting an estimated $117M.
- Ray Dalio fully exited American Homes 4 Rent in Q1 2024, selling an estimated $21.4M.
- Ray Dalio's ten largest holdings make up 32% of its $19.8B portfolio in Q1 2024.
- Ray Dalio opened 72 new positions and closed 137 in Q1 2024.
- Ray Dalio's portfolio value rose 11% quarter-over-quarter to $19.8B.
Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.