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 | |
|---|---|---|---|---|---|---|
101
Interactive Brokers
IBKR
$28.7B
| $40.1M | 0.16% |
+582,770
|
|
||
102
Check Point Software Technologies
CHKP
$20.7B
| $39.9M | 0.16% |
+193,044
|
|
||
103
Everest Group
EG
$13B
| $39.7M | 0.16% |
113,362
-3,430
|
|
||
104
Atlassian
TEAM
$41.9B
| $39.7M | 0.16% |
248,449
-43,375
|
|
||
105
GE Aerospace
GE
$300B
| $39.6M | 0.16% |
131,528
-12,473
|
|
||
106
Celestica
CLS
$37.4B
| $39.2M | 0.15% |
159,194
-468,951
|
|
||
107
American International
AIG
$41.6B
| $39.1M | 0.15% |
497,445
+92,849
|
|
||
108
monday.com
MNDY
$8.09B
| $38.6M | 0.15% |
+199,430
|
|
||
109
BorgWarner
BWA
$9.26B
| $38.5M | 0.15% |
875,404
+248,515
|
|
||
110
Costco
COST
$397B
| $38.4M | 0.15% |
41,494
+16,434
|
|
||
111
Seagate
STX
$60.7B
| $38.3M | 0.15% |
162,108
+136,225
|
|
||
112
Regions Financial
RF
$23B
| $38.2M | 0.15% |
1,448,944
+766,058
|
|
||
113
Vertiv
VRT
$72.3B
| $37.8M | 0.15% |
250,414
+164,398
|
|
||
114
NetApp
NTAP
$23.2B
| $37.7M | 0.15% |
318,188
+10,060
|
|
||
|
CRWV
115
CoreWeave Inc
CRWV
$44B
| $37M | 0.15% |
+270,556
|
|
||
116
Gen Digital
GEN
$16.7B
| $36.8M | 0.14% |
1,297,981
+8,791
|
|
||
117
Zillow
Z
$17.9B
| $36.7M | 0.14% |
475,922
-170,934
|
|
||
118
Halozyme
HALO
$7.45B
| $35.7M | 0.14% |
+487,081
|
|
||
119
AstraZeneca
AZN
$280B
| $35.5M | 0.14% |
462,859
-158,045
|
|
||
120
Marathon Petroleum
MPC
$57.3B
| $35.4M | 0.14% |
183,639
+57,146
|
|
||
121
Nutanix
NTNX
$12.8B
| $35.3M | 0.14% |
474,489
-510,759
|
|
||
122
Coterra Energy
CTRA
$20.9B
| $35.1M | 0.14% |
1,482,757
-155,472
|
|
||
123
Exelixis
EXEL
$11.9B
| $34.8M | 0.14% |
842,965
+822,100
|
|
||
124
DT Midstream
DTM
$12.4B
| $34.7M | 0.14% |
306,829
+50,922
|
|
||
125
Devon Energy
DVN
$23.5B
| $34.3M | 0.13% |
979,291
+519,964
|
|