Ray Dalio's APLS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 34,913 shares of Apellis Pharmaceuticals, Inc. (APLS) worth $1.4 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Ray Dalio has initiated a new position in APLS, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 108,892 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Apellis Pharmaceuticals (APLS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apellis Pharmaceuticals (APLS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -108,892 | Reduce 75.72% | 34,913 | $40.23 |
| Q4 2025 | +143,805 | New Buy | 143,805 | $25.12 |
Ray Dalio's Apellis Pharmaceuticals Investment FAQs
Ray Dalio first purchased Apellis Pharmaceuticals, Inc. (APLS) in Q4 2025, acquiring 143,805 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Apellis Pharmaceuticals, Inc. (APLS) for 2 quarters since Q4 2025.
Ray Dalio's largest addition to Apellis Pharmaceuticals, Inc. (APLS) was in Q4 2025, adding 143,805 shares worth $3.61 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 34,913 shares of Apellis Pharmaceuticals, Inc. (APLS), valued at approximately $1.4 M.
As of the Q1 2026 filing, Apellis Pharmaceuticals, Inc. (APLS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Apellis Pharmaceuticals, Inc. (APLS) was 143,805 shares, as reported at the end of Q4 2025.