Bridgewater Associates, LP, under direction of Ray Dalio has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $17.8 Billion distributed in 742 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.01B, Ishares Inc with a value of $945M, Procter & Gamble CO with a value of $680M, Coca Cola CO with a value of $472M, and Costco Wholesale Corp with a value of $454M.

Examining the 13F form we can see an increase of $1.29B in the current position value, from $16.5B to 17.8B.

Bridgewater Associates, LP is based out at Westport, CT

Below you can find more details about Ray Dalio portfolio as well as his latest detailed transactions.

Portfolio value $17.8 Billion
Consumer Defensive: $4.21 Billion
Healthcare: $3.67 Billion
ETFs: $3.11 Billion
Consumer Cyclical: $2.16 Billion
Financial Services: $1.16 Billion
Communication Services: $1.04 Billion
Technology: $940 Million
Energy: $534 Million
Other: $948 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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Ray Dalio

Ray Dalio

Ray Dalio is the founder and co-chief investment officer of Bridgewater Associates, one of the largest and most successful investment firms in the world. Dalio is known for his expertise in macroeconomic investing and his principles-based approach to decision making. He is also a well-known philanthropist and author.
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Summary

  • Portfolio
  • No. of Stocks 742
  • Current Value $17.8 Billion
  • Prior Value $16.5 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 88 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 383 stocks
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