Bridgewater Associates
Bridgewater Associates
Representative
Ray Dalio
Style
Hedge fund
AUM
19.77B
Bridgewater Associates, founded by Ray Dalio, is a hedge fund known for its macroeconomic investment style. The "All-Weather" investment portfolio, proposed by Ray Dalio, is based on this approach. His works include "Principles: Life and Work" and "Big Debt Crises."
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 30% to 35%.
- According to Growin's estimation, 80% of the top 20 holdings in this quarter are in a profitable phase, with COST 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
13F Details of Bridgewater Associates
Update to 2024Q1