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Lumida Wealth Whale Watch Q2’24 : Macro Funds

by Team Lumida
September 26, 2024
in Trackers
Reading Time: 14 mins read
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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

Jump to section

1. Bridgewater Associates: Ray Dalio

  • 1. Bridgewater Associates: Ray Dalio
  • 2. Duquesne Family Office: Stanley Druckenmiller
  • 3. Soros Fund Management: George Soros

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

  1. 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.
  2. New investments in financial services, industrials, and energy suggest a strategic diversification into these sectors.
  3. 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.
Jump to section

1. Bridgewater Associates: Ray Dalio

  • 1. Bridgewater Associates: Ray Dalio
  • 2. Duquesne Family Office: Stanley Druckenmiller
  • 3. Soros Fund Management: George Soros
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018