Bridgewater Associates

Bridgewater Associates

Representative

Ray Dalio

Style

Hedge fund

AUM

19.77B

Bridgewater Associates, founded by Ray Dalio, is a...

13F Summary of Bridgewater Associates

Update to 2024Q1

Summary

  • In terms of stock investments, the technology sector comprises the largest allocation in the portfolio of Bridgewater Associates, LP, accounting for 27.80%.
  • The largest capital change in this quarter is estimated to come from GOOGL with increased holdings.
  • GOOGL has been the largest holding for the past 14 quarters, with an investment amount of 4.94% and an estimated unrealized gain/loss of 40% to 45%.
  • According to Growin's estimation, 75% of the top 20 holdings in this quarter are in a profitable phase, with PDD showing the highest returns and NVDA showing the lowest returns.
    (The third and fourth points are estimated based on the most recent close prices.)

Quarter on Quarter

AUM Chg.

12.22%

+$1.79B

2023Q4$14.63B

2024Q1$16.41B

Shares Chg.

8.42%

-59

2023Q4701

2024Q1642

Chg. of Investment AUM Top5

RankingNew BuyAddReduceSold Out
1
AMZN
GOOGL
COST
AMH
2
AMD
NVDA
KO
CME
3
MDT
AAPL
PDD
DFS
4
SPGI
MSFT
CSCO
IBKR
5
NFLX
META
PG
MPWR

13F Details of Bridgewater Associates

Update to 2024Q1

Holdings

Portfolio Historical Statistics

Estimated Cost of Top 20