Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Bridgewater Associates, led by Ray Dalio, maintains a diversified portfolio with a focus on technology and broad market indices. The fund’s top holdings include significant investments in major tech companies and ETFs, while recent activity shows new investments in financial services, industrials, and energy, alongside reductions in technology and consumer staples.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and broad market indices, with major investments in companies like NVIDIA and Alphabet, as well as ETFs like IEMG and IVV.
- New investments in financial services, industrials, and energy suggest a strategic diversification into these sectors.
- Reductions in technology and consumer staples holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- PG (Procter & Gamble Co.): Consumer staples sector, provides branded consumer packaged goods in the health, hygiene, and home sectors.
- NVDA (NVIDIA Corporation): Technology sector, designs and manufactures graphics processing units (GPUs) for gaming and professional markets, and system on a chip units (SoCs) for the mobile computing and automotive market.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- IEMG (iShares Core MSCI Emerging Markets ETF): Financial sector, provides exposure to large and mid-sized companies in emerging markets.
- IVV (iShares Core S&P 500 ETF): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
New Holdings
- FIS (Fidelity National Information Services, Inc.): Technology sector, provides financial technology solutions for merchants, banks, and capital markets firms.
- HON (Honeywell International Inc.): Industrials sector, operates as a diversified technology and manufacturing company.
- UEC (Uranium Energy Corp.): Energy sector, engages in the exploration and development of uranium properties.
- CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
- CEG (Constellation Energy Group, Inc.): Utilities sector, provides energy solutions and services.
Reduced Holdings
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- PG (Procter & Gamble Co.): Consumer staples sector, provides branded consumer packaged goods in the health, hygiene, and home sectors.
- NVDA (NVIDIA Corporation): Technology sector, designs and manufactures graphics processing units (GPUs) for gaming and professional markets, and system on a chip units (SoCs) for the mobile computing and automotive market.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- IEMG (iShares Core MSCI Emerging Markets ETF): Financial sector, provides exposure to large and mid-sized companies in emerging markets.
