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 | |
|---|---|---|---|---|---|---|
201
Associated Banc-Corp
ASB
$4.33B
| $19.6M | 0.08% |
762,960
+349,336
|
|
||
202
Palantir
PLTR
$433B
| $19.6M | 0.08% |
+107,333
|
|
||
203
Par Pacific Holdings
PARR
$2.2B
| $19.5M | 0.08% |
551,560
+92,180
|
|
||
204
Charter Communications
CHTR
$26.5B
| $19.5M | 0.08% |
70,746
-365,595
|
|
||
205
Aptiv
APTV
$16.5B
| $19.4M | 0.08% |
+225,541
|
|
||
206
Elastic
ESTC
$7.87B
| $19.4M | 0.08% |
229,364
+164,141
|
|
||
207
Canadian National Railway
CNI
$60.4B
| $19.2M | 0.08% |
203,220
+24,930
|
|
||
208
Open Text
OTEX
$8.45B
| $19.1M | 0.07% |
510,541
+21,675
|
|
||
209
Reinsurance Group of America
RGA
$12.7B
| $19M | 0.07% |
99,072
-3,062
|
|
||
210
Sun Life Financial
SLF
$32.6B
| $19M | 0.07% |
316,445
-11,257
|
|
||
211
Chubb
CB
$116B
| $18.9M | 0.07% |
67,082
+52,422
|
|
||
212
Shift4
FOUR
$4.74B
| $18.8M | 0.07% |
243,236
-2,814
|
|
||
213
Cal-Maine
CALM
$4.11B
| $18.8M | 0.07% |
199,418
+61,578
|
|
||
214
Genpact
G
$7.99B
| $18.7M | 0.07% |
445,489
-80,183
|
|
||
215
US Foods
USFD
$16.8B
| $18.6M | 0.07% |
243,344
+156,122
|
|
||
216
McDonald's
MCD
$222B
| $18.6M | 0.07% |
61,259
+20,811
|
|
||
217
Boyd Gaming
BYD
$6.32B
| $18.6M | 0.07% |
215,006
+67,595
|
|
||
218
Zoetis
ZTS
$52.3B
| $18.4M | 0.07% |
125,592
+61,567
|
|
||
219
Rambus
RMBS
$10.9B
| $18.2M | 0.07% |
175,114
-51,755
|
|
||
220
Palo Alto Networks
PANW
$139B
| $18.1M | 0.07% |
89,094
-1,444,198
|
|
||
221
Euronet Worldwide
EEFT
$3.14B
| $18.1M | 0.07% |
206,526
+15,441
|
|
||
222
PVH
PVH
$3.78B
| $18.1M | 0.07% |
216,389
+33,071
|
|
||
|
GTM
223
ZoomInfo Technologies
GTM
$3.1B
| $17.9M | 0.07% |
1,640,814
+1,101,383
|
|
||
224
Elevance Health
ELV
$73.5B
| $17.8M | 0.07% |
55,203
-3,634
|
|
||
225
Chipotle Mexican Grill
CMG
$44.9B
| $17.6M | 0.07% |
449,993
+373,929
|
|