Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
NVIDIA
NVDA
|
+$693M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$451M |
| 3 |
Microsoft
MSFT
|
+$450M |
| 4 |
Johnson & Johnson
JNJ
|
+$303M |
| 5 |
Uber
UBER
|
+$293M |
Top Sells
| 1 |
Alibaba
BABA
|
+$748M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$452M |
| 3 |
Constellation Energy
CEG
|
+$257M |
| 4 |
Pinduoduo
PDD
|
+$206M |
| 5 |
Baidu
BIDU
|
+$191M |
Sector Composition
| 1 | Technology | 28.87% |
| 2 | Communication Services | 11.52% |
| 3 | Financials | 9.89% |
| 4 | Healthcare | 8.37% |
| 5 | Consumer Discretionary | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Associated Banc-Corp
ASB
$4.34B
| $10.1M | 0.04% |
+413,624
| New | +$10.1M |
|
252
Idacorp
IDA
$6.73B
| $10.1M | 0.04% |
87,149
+39,338
| +82% | +$4.54M |
|
253
HubSpot
HUBS
$26.5B
| $10M | 0.04% |
+18,054
| New | +$10M |
|
254
Zoetis
ZTS
$66.4B
| $9.98M | 0.04% |
64,025
-80,009
| -56% | -$12.5M |
|
255
Molina Healthcare
MOH
$9.84B
| $9.92M | 0.04% |
33,307
+25,021
| +302% | +$7.45M |
|
256
Willis Towers Watson
WTW
$32.1B
| $9.92M | 0.04% |
32,364
-103,630
| -76% | -$31.8M |
|
257
Comerica
CMA
$8.88B
| $9.9M | 0.04% |
+165,987
| New | +$9.9M |
|
258
Embraer
ERJ
$11B
| $9.89M | 0.04% |
+173,842
| New | +$9.89M |
|
259
Voya Financial
VOYA
$7.28B
| $9.82M | 0.04% |
138,288
-61,104
| -31% | -$4.34M |
|
260
Zoom
ZM
$25.6B
| $9.77M | 0.04% |
125,239
+109,780
| +710% | +$8.56M |
|
|
TXNM
261
TXNM Energy, Inc.
TXNM
$5.99B
| $9.67M | 0.04% |
171,638
-413,388
| -71% | -$23.3M |
|
262
Grand Canyon Education
LOPE
$5.77B
| $9.48M | 0.04% |
50,168
-12,103
| -19% | -$2.29M |
|
263
Virtu Financial
VIRT
$3.22B
| $9.32M | 0.04% |
208,177
+55,048
| +36% | +$2.47M |
|
264
Truist Financial
TFC
$58.4B
| $9.31M | 0.04% |
+216,584
| New | +$9.31M |
|
265
Tri Pointe Homes
TPH
$3.11B
| $9.15M | 0.04% |
286,325
+58,430
| +26% | +$1.87M |
|
266
ASML
ASML
$317B
| $9.14M | 0.04% |
11,411
-25,612
| -69% | -$20.5M |
|
267
SLM Corp
SLM
$6.22B
| $9.14M | 0.04% |
278,882
+53,044
| +23% | +$1.74M |
|
268
Harmony Gold Mining
HMY
$9.16B
| $9.11M | 0.04% |
652,356
-239,947
| -27% | -$3.35M |
|
269
Zions Bancorporation
ZION
$8.4B
| $9.04M | 0.04% |
+174,137
| New | +$9.04M |
|
270
Uranium Energy
UEC
$5.37B
| $9.03M | 0.04% |
1,328,305
-1,004,432
| -43% | -$6.83M |
|
271
NexGen Energy
NXE
$4.48B
| $8.95M | 0.04% |
1,289,750
-1,144,456
| -47% | -$7.94M |
|
272
Seadrill
SDRL
$1.99B
| $8.95M | 0.04% |
340,862
-9,212
| -3% | -$242K |
|
273
Pegasystems
PEGA
$9.75B
| $8.91M | 0.04% |
+164,560
| New | +$8.91M |
|
274
Alaska Air
ALK
$7.18B
| $8.8M | 0.04% |
177,892
-509,557
| -74% | -$25.2M |
|
275
SM Energy
SM
$3B
| $8.62M | 0.03% |
349,034
+313,165
| +873% | +$7.74M |
|