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 | |
|---|---|---|---|---|---|---|
|
LTM
926
LATAM Airlines Group S.A.
LTM
$14.6B
| $481K | ﹤0.01% |
+10,633
|
|
||
927
Polaris
PII
$3.79B
| $478K | ﹤0.01% |
+8,221
|
|
||
|
DX
928
Dynex Capital
DX
$2.06B
| $476K | ﹤0.01% |
+38,705
|
|
||
929
Leonardo DRS
DRS
$9.02B
| $475K | ﹤0.01% |
+10,459
|
|
||
930
Cooper Companies
COO
$16.2B
| $470K | ﹤0.01% |
6,859
+343
|
|
||
931
Peabody Energy
BTU
$3.53B
| $464K | ﹤0.01% |
17,514
-589,845
|
|
||
932
McGrath RentCorp
MGRC
$2.54B
| $464K | ﹤0.01% |
+3,952
|
|
||
933
Interparfums
IPAR
$2.65B
| $463K | ﹤0.01% |
+4,709
|
|
||
934
Lemonade
LMND
$5.9B
| $452K | ﹤0.01% |
+8,440
|
|
||
|
EU
935
enCore Energy
EU
$534M
| $450K | ﹤0.01% |
140,137
-40,034
|
|
||
936
Waters Corp
WAT
$23.5B
| $444K | ﹤0.01% |
+1,482
|
|
||
937
Tronox
TROX
$609M
| $440K | ﹤0.01% |
109,517
-1,289,638
|
|
||
938
Arteris
AIP
$767M
| $436K | ﹤0.01% |
+43,169
|
|
||
939
BellRing Brands
BRBR
$3.73B
| $436K | ﹤0.01% |
11,984
+4,678
|
|
||
940
BCE
BCE
$22B
| $435K | ﹤0.01% |
+18,624
|
|
||
941
Wingstop
WING
$7.16B
| $430K | ﹤0.01% |
1,707
+126
|
|
||
942
Vaxcyte
PCVX
$6.08B
| $427K | ﹤0.01% |
+11,855
|
|
||
943
Prologis
PLD
$119B
| $426K | ﹤0.01% |
3,721
-1,293
|
|
||
944
Intapp
INTA
$3.54B
| $424K | ﹤0.01% |
+10,377
|
|
||
945
NiSource
NI
$19.9B
| $424K | ﹤0.01% |
+9,786
|
|
||
946
nLIGHT
LASR
$1.85B
| $421K | ﹤0.01% |
+14,222
|
|
||
947
Blue Owl Capital
OBDC
$6.89B
| $420K | ﹤0.01% |
32,862
+20,557
|
|
||
|
CCC
948
CCC Intelligent Solutions
CCC
$4.75B
| $403K | ﹤0.01% |
+44,265
|
|
||
949
CAVA Group
CAVA
$6.19B
| $403K | ﹤0.01% |
6,664
+416
|
|
||
950
Stantec
STN
$10.8B
| $397K | ﹤0.01% |
3,678
-16,547
|
|