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Ray Dalio’s HEI Holdings & Trades

First Buy
Q3 2021
Duration Held
7 Quarters
Largest Add
Q3 2025
+10,782 Shares
Current Position
20,400 Shares
$6.6 M Value

Ray Dalio's HEI Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 20,400 shares of HEICO Corporation (HEI) worth $6.6 M, representing 0.02% of the portfolio. First purchased in 2021-Q3, this short-term holding has been held for 7 quarters.

Based on 13F filings, Ray Dalio has maintained this position in HEI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 10,782 shares. Largest reduction occurred in Q3 2022, reducing 9,071 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's HEICO Corporation (HEI) Holding Value Over Time

Track share changes against reported price movement

Quarterly HEICO Corporation (HEI) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +9,618 Add 89.20% 20,400 $323.59
Q3 2025 +10,782 New Buy 10,782 $322.82
Q3 2022 -9,071 Sold Out 0 $0.00
Q2 2022 +1,786 Add 24.52% 9,071 $131.08
Q1 2022 +7,285 New Buy 7,285 $153.60
Q4 2021 -2,374 Sold Out 0 $0.00
Q3 2021 +2,374 New Buy 2,374 $131.84

Ray Dalio's HEICO Corporation Investment FAQs

Ray Dalio first purchased HEICO Corporation (HEI) in Q3 2021, acquiring 2,374 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 HEICO Corporation (HEI) for 7 quarters since Q3 2021.

Ray Dalio's largest addition to HEICO Corporation (HEI) was in Q3 2025, adding 10,782 shares worth $3.48 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 20,400 shares of HEICO Corporation (HEI), valued at approximately $6.6 M.

As of the Q4 2025 filing, HEICO Corporation (HEI) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in HEICO Corporation (HEI) was 20,400 shares, as reported at the end of Q4 2025.