NatalieLopez

 15 May 24

tl;dr

Bridgewater Associates, the hedge fund founded by billionaire investor Ray Dalio, made significant moves in its portfolio during the first quarter. According to its latest 13F filing earlier this week, the fund took new stakes in Amazon (NASDAQ:AMZN) with 1.05M shares, Advanced Micro Devices (NASDAQ...

Bridgewater Associates, the hedge fund founded by billionaire investor Ray Dalio, made significant moves in its portfolio during the first quarter. According to its latest 13F filing earlier this week, the fund took new stakes in Amazon (NASDAQ:AMZN) with 1.05M shares, Advanced Micro Devices (NASDAQ:AMD) with 679K shares, and Medtronic (NYSE:MDT) with 680K shares. Conversely, Bridgewater Associates exited its positions in CME Group (NASDAQ:CME), Discover Financial Services (NYSE:DFS), and Monolithic Power Systems (NASDAQ:MPWR). Furthermore, the fund boosted its holdings in Nvidia (NASDAQ:NVDA) to 705K shares from 268K, Apple (NASDAQ:AAPL) to 1.84M from 1.10K, and Microsoft (NASDAQ:MSFT) to 580K from 198K. Stakes that were trimmed during Q1 include Cisco Systems (NASDAQ:CSCO) to 118K from 1.92M, Coca-Cola (NYSE:KO) to 6.29M from 8.00M, and Costco (NASDAQ:COST) to 535K from 688K, as per the filing.

More about Amazon.com Inc

Amazon.com, Inc. is an American multinational technology company which focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. The company has been referred to as one of the most influential economic and cultural forces in the world, as well as the world's most valuable brand.

Sector: TRADE & SERVICES

Industry: RETAIL-CATALOG & MAIL-ORDER HOUSES

Market Cap: 1,946,762,740,000

P/E Ratio: 52.4

Dividend Yield: None

Beta: 3.57

EPS: 57.13

Volatility: 0.0638

Revenue: 590,739,997,000

Shares Outstanding: 226.66

Public Float: 2.167

Book Value: 0.125

More about Advanced Micro Devices Inc

Company: Advanced Micro Devices Inc

Description: Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. AMD's main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations, personal computers and embedded system applications.

Industry: Manufacturing, Semiconductors & Related Devices

Market Cap: 247.55 billion

Current Stock Price: $221.97

Dividend Yield: None

P/E Ratio: 0.69

EPS: 14.11

Beta: 0.049

Revenue: 22.8 billion

Operating Margin: 18.98%

Profit Margin: 48.69%

ROE: 2.2%

More about Medtronic PLC
Medtronic PLC Summary

Company: Medtronic PLC

Description: Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.

Sector: Life Sciences

Industry: Electromedical & Electrotherapeutic Apparatus

Revenue: $111,935,234,000

Current Stock Price: $26.76

Change (Day): $2.75

Change (Week): $3.15

Low (52 Weeks): $24.3

Dividend Yield: 0.13

Market Cap: $32,320,000,000

P/E Ratio: 94

EPS: $0.078

Beta: 0.047

More about CME Group Inc

CME Group Inc. (Chicago Mercantile Exchange, Chicago Board of Trade, New York Mercantile Exchange, The Commodity Exchange) is an American global markets company. It is the world's largest financial derivatives exchange, and trades in asset classes that include agricultural products, currencies, energy, interest rates, metals, stock indexes and cryptocurrencies futures.

Industry: FINANCE, SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES

Market Cap: $75,901,075,000

Current Price: $23.98

Change: 4.45

Change %: 8.79%

PE Ratio: 15.64

EPS: $0.569

Volume: 5,615,500,000

52-week High: $227.54

52-week Low: -$0.033

Yield: 0.032%

More about Discover Financial Services
Discover Financial Services Summary

Discover Financial Services

Discover Financial Services is an American financial services company that owns and operates Discover Bank, which offers checking and savings accounts, personal loans, home equity loans, student loans and credit cards. It also owns and operates the Discover and Pulse networks, and owns Diners Club International. Discover is currently headquartered in the Chicago suburb of Riverwoods, Illinois.

Financial Metrics

Industry: Finance, Personal Credit Institutions

Market Cap: 31.17 billion

PE Ratio: 14.12

EPS: 2.8

Dividend Yield: 8.81%

52-Week High: $39.5

52-Week Low: $23.0

Revenue: $9.915 billion

Net Income: $1.349 billion

Volatility: -0.691

Performance: 2.8%

More about Monolithic Power Systems Inc
Monolithic Power Systems Inc Summary

Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. The company provides power circuits for systems found in cloud computing, telecom infrastructures, automotive, industrial applications, and consumer applications.

Sector: MANUFACTURING

Industry: SEMICONDUCTORS & RELATED DEVICES

Market Cap: 34.74B

Current Price: $84.76

Dividend Yield: 4.25%

P/E Ratio: 8.42

EPS: $38.11

Beta: 0.224

Shares Outstanding: 1.827B

Public Float: 778.4M

Short Interest: -0.164%

52-Week High: $0.015

More about NVIDIA Corporation
NVIDIA Corporation Summary

NVIDIA Corporation

Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.

Industry

Manufacturing, Semiconductors & Related Devices

Financial Data

Market Cap: 228.39B

Current Price: $76.32

Price Change: $0.16

Dividend Yield: 11.97%

PE Ratio: 24.68

Beta: 0.488

Revenue: $60.92B

Net Income: $1.03B

EPS: $7.61

ROI: 2.653

More about Apple Inc

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

Sector: Technology

Subsector: Electronic Computers

Market Cap: 2.87407027 trillion

Price: $29.15

Change: 0.96

% Change: 6.43%

Volume: 24.54

Relative Strength Index (RSI): 0.263

Market Cap (Previous Year): 381.623009 billion

Price (Previous Year): $202.36

% Change (Previous Year): 0.007

Change (Previous Year): -0.043

More about Microsoft Corporation

Microsoft Corporation is an American multinational technology company known for its production of computer software, consumer electronics, personal computers, and related services. The company's best-known software products include the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Additionally, Microsoft's flagship hardware products include the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers.

In the 2020 Fortune 500 rankings, Microsoft ranked No. 21 among the largest United States corporations by total revenue. As of 2016, it was the world's largest software maker by revenue. Microsoft is considered one of the Big Five companies in the U.S. information technology industry, alongside Google, Apple, Amazon, and Facebook.

Industry: Technology

Sector: Services-Prepackaged Software

Market Cap: 309.6 billion

P/E Ratio: 36.1

EPS: 2.93

Dividend Yield: 11.54%

52-Week High: 31.83

52-Week Low: 0.364

Average Volume: 236,583,993

Market Cap: 472.39

Beta: 0.2

Price/Sales: 0.17

More about Cisco Systems Inc

Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.

Sector: TECHNOLOGY

Industry: COMPUTER COMMUNICATIONS EQUIPMENT

Market Cap: 198.21B

Price: $14.88

Change: $1.56

Change (%): 3.29%

Previous Close: $14.07

Price Change (%): 0.235

Volume: 57,232,998,000

P/E Ratio: 54.08

EPS: -0.031

Earnings Date: -0.059

More about The Coca-Cola Company
The Coca-Cola Company Summary

The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

Key Metrics:

Industry: Beverages

Market Cap: $271.83 billion

Current Price: $25.34

Dividend Yield: 1.865%

P/E Ratio: 2.49

EPS: $10.67

Beta: 0.234

Revenue: $46.07 billion

Operating Income: $67.43 billion

Profit Margin: 2.6%

Operating Margin: 2.9%

More about Costco Wholesale Corp

Costco Wholesale Corporation (doing business as Costco Wholesale and also known simply as Costco) is an American multinational corporation which operates a chain of membership-only (needing a membership to shop there) big-box retail stores.

As of 2020, Costco was the fifth largest retailer in the world, and the world's largest retailer of choice and prime beef, organic foods, rotisserie chicken, and wine as of 2016.

Industry: TRADE & SERVICES

Sector: RETAIL-VARIETY STORES

Market Cap: 345.00B

Price: $51.01

Change: 4.08

% Change: 15.25%

Volume: 560.61M

Dividend Yield: 0.0273

Shares Outstanding: 248.83M

Beta: 0.784

PE Ratio: 13.13

Earnings Per Share: 0.57

Disclaimer: The opinions expressed by the writers at Grow My Bag are their own and do not reflect the official stance of Grow My Bag. The content provided on our site is not intended as investment advice, and Grow My Bag is not an investment advisor. We do not endorse buying or selling any cryptocurrencies or digital assets mentioned in our articles. High-risk investments in Bitcoin, cryptocurrencies, and digital assets require thorough due diligence, and all transfers and trades made are at your own risk. Grow My Bag is not responsible for any potential losses and participates in affiliate marketing.

Disclaimer

The opinions expressed by the writers at Grow My Bag are their own and do not reflect the official stance of Grow My Bag. The content provided on our site is not intended as investment advice, and Grow My Bag is not an investment advisor. We do not endorse buying or selling any cryptocurrencies or digital assets mentioned in our articles. High-risk investments in Bitcoin, cryptocurrencies, and digital assets require thorough due diligence, and all transfers and trades made are at your own risk. Grow My Bag is not responsible for any potential losses and participates in affiliate marketing.
 22 Nov 24
 22 Nov 24
 22 Nov 24