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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.16B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.37B |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.19B |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$43.3M |
| 5 |
Oracle
ORCL
|
+$32.3M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.48% |
| 2 | Energy | 2.06% |
| 3 | Financials | 1.14% |
| 4 | Materials | 0.95% |
| 5 | Healthcare | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cardinal Health
CAH
$55.4B
| $2.19M | 0.02% |
+46,346
| New | +$2.12M |
|
152
Progressive
PGR
$125B
| $2.16M | 0.02% |
+85,097
| New | +$2.15M |
|
|
PTR
153
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $2.1M | 0.02% |
+19,022
| New | +$2.3M |
|
|
CLR
154
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $2.08M | 0.02% |
+48,400
| New | +$2M |
|
|
KRFT
155
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $1.95M | 0.02% |
+34,874
| New | +$1.87M |
|
|
AET
156
DELISTED
Aetna Inc
AET
| $1.94M | 0.02% |
+30,577
| New | +$1.8M |
|
157
US Bancorp
USB
$99.6B
| $1.92M | 0.02% |
+52,984
| New | +$1.82M |
|
158
Urban Outfitters
URBN
$6.59B
| $1.9M | 0.02% |
+47,184
| New | +$1.95M |
|
159
Viatris
VTRS
$19.1B
| $1.9M | 0.02% |
+61,097
| New | +$1.82M |
|
160
Gen Digital
GEN
$17.5B
| $1.8M | 0.02% |
+80,266
| New | +$1.89M |
|
161
Annaly Capital Management
NLY
$17.4B
| $1.8M | 0.02% |
+35,773
| New | +$2.09M |
|
|
CHK
162
DELISTED
Chesapeake Energy Corporation
CHK
| $1.78M | 0.02% |
+461
| New | +$1.77M |
|
163
Range Resources
RRC
$8.95B
| $1.66M | 0.01% |
+21,400
| New | +$1.63M |
|
164
Teck Resources
TECK
$32.6B
| $1.64M | 0.01% |
+76,900
| New | +$2M |
|
|
NGD
165
DELISTED
New Gold Inc
NGD
| $1.63M | 0.01% |
+252,200
| New | +$1.8M |
|
166
Cencora
COR
$61.2B
| $1.54M | 0.01% |
+27,645
| New | +$1.5M |
|
167
Murphy Oil
MUR
$4.78B
| $1.54M | 0.01% |
+29,297
| New | +$1.59M |
|
168
Jefferies Financial Group
JEF
$13.1B
| $1.53M | 0.01% |
+65,352
| New | +$1.72M |
|
|
CTRA
169
DELISTED
Coterra Energy
CTRA
| $1.52M | 0.01% |
+42,800
| New | +$1.47M |
|
170
Royal Gold
RGLD
$19.5B
| $1.51M | 0.01% |
+35,800
| New | +$1.94M |
|
171
Medtronic
MDT
$112B
| $1.5M | 0.01% |
+29,045
| New | +$1.44M |
|
172
Stryker
SYK
$130B
| $1.49M | 0.01% |
+23,000
| New | +$1.53M |
|
173
Lennar Class A
LEN
$21.2B
| $1.42M | 0.01% |
+41,497
| New | +$1.58M |
|
174
DaVita
DVA
$11.7B
| $1.38M | 0.01% |
+22,800
| New | +$1.42M |
|
175
Southwest Airlines
LUV
$23B
| $1.37M | 0.01% |
+106,300
| New | +$1.45M |
|
Similar funds
Ray Dalio's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Ray Dalio, which disclosed 323 positions worth $11.4B. Its ten largest holdings account for 90% of the portfolio.
Its largest position is Vanguard FTSE Emerging Markets ETF: 99,189,020 shares worth $3.85B.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, followed by Energy and Financials.
- Ray Dalio's largest Q2 2013 buy was Vanguard FTSE Emerging Markets ETF: 99,189,020 shares worth $3.85B.
- Ray Dalio's ten largest holdings make up 90% of its $11.4B portfolio in Q2 2013.
- Ray Dalio disclosed 323 positions in Q2 2013, its first 13F filing on record.
Based on Bridgewater Associates's 13F filing for Q2 2013, filed 13 Aug 2013.