Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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.
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Q2 Holdings
QTWO
$3.01B
| $2.14M | 0.01% |
29,616
-25,398
|
|
||
752
nCino
NCNO
$1.73B
| $2.13M | 0.01% |
83,060
-8,145
|
|
||
753
Molson Coors Class B
TAP
$8.2B
| $2.12M | 0.01% |
45,355
+15,638
|
|
||
754
Liberty Energy
LBRT
$4.9B
| $2.11M | 0.01% |
114,443
-153,875
|
|
||
755
Kimberly-Clark
KMB
$32.8B
| $2.11M | 0.01% |
20,893
+751
|
|
||
756
PagerDuty
PD
$649M
| $2.1M | 0.01% |
160,159
+51,556
|
|
||
757
Vicor
VICR
$7.83B
| $2.09M | 0.01% |
19,094
+12,840
|
|
||
758
Hope Bancorp
HOPE
$1.38B
| $2.06M | 0.01% |
188,327
-48,698
|
|
||
759
Avery Dennison
AVY
$13.1B
| $2.05M | 0.01% |
11,275
-6,382
|
|
||
760
Garmin
GRMN
$44.9B
| $2.04M | 0.01% |
+10,055
|
|
||
761
UnitedHealth
UNH
$256B
| $2.04M | 0.01% |
+6,170
|
|
||
762
Clearway Energy Class C
CWEN
$4.62B
| $2.02M | 0.01% |
60,625
-37,061
|
|
||
763
Kadant
KAI
$3.58B
| $2.01M | 0.01% |
7,066
+4,738
|
|
||
764
iRhythm Holdings
IRTC
$3.65B
| $2.01M | 0.01% |
+11,348
|
|
||
765
Hess Midstream
HESM
$5.05B
| $2.01M | 0.01% |
58,362
-43,685
|
|
||
766
Simply Good Foods
SMPL
$1.33B
| $2.01M | 0.01% |
100,196
-66,285
|
|
||
767
Intellia Therapeutics
NTLA
$1.51B
| $2.01M | 0.01% |
+223,166
|
|
||
768
Antero Midstream
AM
$10.9B
| $1.99M | 0.01% |
111,731
+4,676
|
|
||
769
Coupang
CPNG
$33.7B
| $1.99M | 0.01% |
84,210
+75,044
|
|
||
770
Ingevity
NGVT
$2.28B
| $1.98M | 0.01% |
33,401
+14,022
|
|
||
771
PPL Corp
PPL
$28.9B
| $1.92M | 0.01% |
54,886
-44,184
|
|
||
772
JFrog
FROG
$4.91B
| $1.92M | 0.01% |
+30,737
|
|
||
773
Amerant Bancorp
AMTB
$832M
| $1.91M | 0.01% |
98,038
-9,055
|
|
||
774
Marriott International
MAR
$83.2B
| $1.91M | 0.01% |
6,161
-35,160
|
|
||
775
Goldman Sachs
GS
$232B
| $1.91M | 0.01% |
2,174
-4,254
|
|