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 | |
|---|---|---|---|---|---|---|
976
LCI Industries
LCII
$2.99B
| $483K | ﹤0.01% |
+3,983
|
|
||
977
Williams-Sonoma
WSM
$21.5B
| $476K | ﹤0.01% |
2,663
-1,376
|
|
||
978
Intel
INTC
$229B
| $474K | ﹤0.01% |
+12,859
|
|
||
979
BioNTech
BNTX
$22.9B
| $469K | ﹤0.01% |
+4,927
|
|
||
980
Amicus Therapeutics
FOLD
$4.51B
| $460K | ﹤0.01% |
+32,274
|
|
||
981
Moderna
MRNA
$20.8B
| $448K | ﹤0.01% |
15,181
-207,029
|
|
||
982
Energizer
ENR
$1.16B
| $441K | ﹤0.01% |
22,159
-49,486
|
|
||
983
Zeta Global
ZETA
$4.36B
| $419K | ﹤0.01% |
+20,614
|
|
||
984
Wingstop
WING
$5.59B
| $417K | ﹤0.01% |
1,747
+40
|
|
||
985
Rockwell Automation
ROK
$40.6B
| $405K | ﹤0.01% |
1,040
-9,596
|
|
||
986
C.H. Robinson
CHRW
$20.1B
| $404K | ﹤0.01% |
+2,512
|
|
||
987
CAVA Group
CAVA
$9.54B
| $401K | ﹤0.01% |
6,827
+163
|
|
||
988
Essent Group
ESNT
$5.49B
| $399K | ﹤0.01% |
6,139
-13,740
|
|
||
989
National Vision
EYE
$2.09B
| $396K | ﹤0.01% |
15,355
-82,789
|
|
||
990
Transocean
RIG
$7.01B
| $392K | ﹤0.01% |
+94,808
|
|
||
|
PRMB
991
Primo Brands
PRMB
$7.54B
| $376K | ﹤0.01% |
23,003
-522
|
|
||
992
Urban Outfitters
URBN
$5.69B
| $372K | ﹤0.01% |
4,937
-99,810
|
|
||
993
Penumbra
PEN
$13.2B
| $370K | ﹤0.01% |
1,191
-89
|
|
||
994
PJT Partners
PJT
$3.12B
| $355K | ﹤0.01% |
+2,123
|
|
||
|
OPLN
995
Openlane
OPLN
$2.94B
| $348K | ﹤0.01% |
11,682
-29,050
|
|
||
996
Trupanion
TRUP
$1.07B
| $348K | ﹤0.01% |
9,309
-53,729
|
|
||
997
Lamb Weston
LW
$5.63B
| $347K | ﹤0.01% |
8,294
-191,895
|
|
||
998
Immunocore
IMCR
$1.56B
| $345K | ﹤0.01% |
+9,952
|
|
||
999
Bunge Global
BG
$24.1B
| $336K | ﹤0.01% |
+3,773
|
|
||
|
WAY
1000
Waystar Holding Corp
WAY
$4.63B
| $336K | ﹤0.01% |
10,256
+4,862
|
|