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2 days ago
- Business
- Yahoo
Ray Dalio's Strategic Moves: Exiting Alibaba Group Holding Ltd with a -3.47% Impact
Exploring the Latest 13F Filing of Bridgewater Associates Ray Dalio (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Ray Dalio (Trades, Portfolio) is the Founder, Co-Chairman, and Co-Chief Investment Officer of Bridgewater Associates. The guru started Bridgewater out of his two-bedroom apartment in New York in 1975. Under his leadership, the firm has grown into the fifth most important private company in the US according to Fortune Magazine. For his and Bridgewater's industry-changing innovations as well as his work advising policymakers around the world, Ray has been called the Steve Jobs of Investing by aiCIO Magazine and Wired Magazine, and named one of the 100 Most Influential People by TIME Magazine. Dalio is also the author of The New York Times #1 Bestseller "Principles," which outlines his work and life principles, the foundation of Bridgewater's distinctive culture and the cornerstone of his and Bridgewaters success. Ray and Bridgewater also recently published "Principles for Navigating Big Debt Crises," the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Financial Crisis. Dalio built Bridgewater using a principled-based approach, applying standard ways to deal with situations that occur over and over. With the goal of creating an idea meritocracy, he wrote a set of principles that became the framework for the firm's management philosophy. Chief among them is employing radical truth and radical transparency encouraging open and honest dialogue and allowing the best thinking to prevail. His principles were captured in a TED Talk and published in a bestselling book in 2017. As a global macro-investment manager, Bridgewater takes a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, the firm develops insights and design strategies to deliver value to its clients through any economic environment. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Summary of New Buy Ray Dalio (Trades, Portfolio) added a total of 85 stocks, among them: The most significant addition was ARM Holdings PLC (NASDAQ:ARM), with 473,725 shares, accounting for 0.31% of the portfolio and a total value of $76.62 million. The second largest addition to the portfolio was EQT Corp (NYSE:EQT), consisting of 787,156 shares, representing approximately 0.19% of the portfolio, with a total value of $45.91 million. The third largest addition was Intuit Inc (NASDAQ:INTU), with 58,838 shares, accounting for 0.19% of the portfolio and a total value of $46.34 million. Key Position Increases Ray Dalio (Trades, Portfolio) also increased stakes in a total of 206 stocks, among them: The most notable increase was NVIDIA Corp (NASDAQ:NVDA), with an additional 4,387,154 shares, bringing the total to 7,229,134 shares. This adjustment represents a significant 154.37% increase in share count, a 2.8% impact on the current portfolio, with a total value of $1,142,130,880. The second largest increase was Alphabet Inc (NASDAQ:GOOGL), with an additional 2,558,097 shares, bringing the total to 5,600,424. This adjustment represents a significant 84.08% increase in share count, with a total value of $986,962,720. Summary of Sold Out Ray Dalio (Trades, Portfolio) completely exited 164 holdings in the second quarter of 2025, as detailed below: Alibaba Group Holding Ltd (NYSE:BABA): Ray Dalio (Trades, Portfolio) sold all 5,660,258 shares, resulting in a -3.47% impact on the portfolio. PDD Holdings Inc (NASDAQ:PDD): Ray Dalio (Trades, Portfolio) liquidated all 1,742,717 shares, causing a -0.96% impact on the portfolio. Key Position Reduces Ray Dalio (Trades, Portfolio) also reduced positions in 287 stocks. The most significant changes include: Reduced SPDR S&P 500 ETF Trust (SPY) by 731,882 shares, resulting in a -21.9% decrease in shares and a -1.9% impact on the portfolio. The stock traded at an average price of $571.44 during the quarter and has returned 10.22% over the past 3 months and 10.69% year-to-date. Reduced Constellation Energy Corp (NASDAQ:CEG) by 796,656 shares, resulting in a -84.6% reduction in shares and a -0.74% impact on the portfolio. The stock traded at an average price of $263.62 during the quarter and has returned 12.54% over the past 3 months and 46.93% year-to-date. Portfolio Overview At the second quarter of 2025, Ray Dalio (Trades, Portfolio)'s portfolio included 586 stocks, with top holdings including 6.51% in SPDR S&P 500 ETF Trust (SPY), 5.78% in iShares Core S&P 500 ETF (IVV), 4.61% in NVIDIA Corp (NASDAQ:NVDA), 4.16% in iShares Core MSCI Emerging Markets ETF (IEMG), and 3.98% in Alphabet Inc (NASDAQ:GOOGL). The holdings are mainly concentrated in all 11 industries: Technology, Communication Services, Financial Services, Healthcare, Consumer Cyclical, Industrials, Consumer Defensive, Energy, Utilities, Basic Materials, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Yahoo
3 days ago
- Business
- Yahoo
Ray Dalio's Strategic Moves: Exiting Alibaba Group Holding Ltd with a -3.47% Impact
Exploring the Latest 13F Filing of Bridgewater Associates Ray Dalio (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Ray Dalio (Trades, Portfolio) is the Founder, Co-Chairman, and Co-Chief Investment Officer of Bridgewater Associates. The guru started Bridgewater out of his two-bedroom apartment in New York in 1975. Under his leadership, the firm has grown into the fifth most important private company in the US according to Fortune Magazine. For his and Bridgewater's industry-changing innovations as well as his work advising policymakers around the world, Ray has been called the Steve Jobs of Investing by aiCIO Magazine and Wired Magazine, and named one of the 100 Most Influential People by TIME Magazine. Dalio is also the author of The New York Times #1 Bestseller "Principles," which outlines his work and life principles, the foundation of Bridgewater's distinctive culture and the cornerstone of his and Bridgewaters success. Ray and Bridgewater also recently published "Principles for Navigating Big Debt Crises," the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Financial Crisis. Dalio built Bridgewater using a principled-based approach, applying standard ways to deal with situations that occur over and over. With the goal of creating an idea meritocracy, he wrote a set of principles that became the framework for the firm's management philosophy. Chief among them is employing radical truth and radical transparency encouraging open and honest dialogue and allowing the best thinking to prevail. His principles were captured in a TED Talk and published in a bestselling book in 2017. As a global macro-investment manager, Bridgewater takes a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, the firm develops insights and design strategies to deliver value to its clients through any economic environment. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Summary of New Buy Ray Dalio (Trades, Portfolio) added a total of 85 stocks, among them: The most significant addition was ARM Holdings PLC (NASDAQ:ARM), with 473,725 shares, accounting for 0.31% of the portfolio and a total value of $76.62 million. The second largest addition to the portfolio was EQT Corp (NYSE:EQT), consisting of 787,156 shares, representing approximately 0.19% of the portfolio, with a total value of $45.91 million. The third largest addition was Intuit Inc (NASDAQ:INTU), with 58,838 shares, accounting for 0.19% of the portfolio and a total value of $46.34 million. Key Position Increases Ray Dalio (Trades, Portfolio) also increased stakes in a total of 206 stocks, among them: The most notable increase was NVIDIA Corp (NASDAQ:NVDA), with an additional 4,387,154 shares, bringing the total to 7,229,134 shares. This adjustment represents a significant 154.37% increase in share count, a 2.8% impact on the current portfolio, with a total value of $1,142,130,880. The second largest increase was Alphabet Inc (NASDAQ:GOOGL), with an additional 2,558,097 shares, bringing the total to 5,600,424. This adjustment represents a significant 84.08% increase in share count, with a total value of $986,962,720. Summary of Sold Out Ray Dalio (Trades, Portfolio) completely exited 164 holdings in the second quarter of 2025, as detailed below: Alibaba Group Holding Ltd (NYSE:BABA): Ray Dalio (Trades, Portfolio) sold all 5,660,258 shares, resulting in a -3.47% impact on the portfolio. PDD Holdings Inc (NASDAQ:PDD): Ray Dalio (Trades, Portfolio) liquidated all 1,742,717 shares, causing a -0.96% impact on the portfolio. Key Position Reduces Ray Dalio (Trades, Portfolio) also reduced positions in 287 stocks. The most significant changes include: Reduced SPDR S&P 500 ETF Trust (SPY) by 731,882 shares, resulting in a -21.9% decrease in shares and a -1.9% impact on the portfolio. The stock traded at an average price of $571.44 during the quarter and has returned 10.22% over the past 3 months and 10.69% year-to-date. Reduced Constellation Energy Corp (NASDAQ:CEG) by 796,656 shares, resulting in a -84.6% reduction in shares and a -0.74% impact on the portfolio. The stock traded at an average price of $263.62 during the quarter and has returned 12.54% over the past 3 months and 46.93% year-to-date. Portfolio Overview At the second quarter of 2025, Ray Dalio (Trades, Portfolio)'s portfolio included 586 stocks, with top holdings including 6.51% in SPDR S&P 500 ETF Trust (SPY), 5.78% in iShares Core S&P 500 ETF (IVV), 4.61% in NVIDIA Corp (NASDAQ:NVDA), 4.16% in iShares Core MSCI Emerging Markets ETF (IEMG), and 3.98% in Alphabet Inc (NASDAQ:GOOGL). The holdings are mainly concentrated in all 11 industries: Technology, Communication Services, Financial Services, Healthcare, Consumer Cyclical, Industrials, Consumer Defensive, Energy, Utilities, Basic Materials, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
