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 |
Alibaba
BABA
|
+$715M |
| 2 |
SPDR Gold Trust
GLD
|
+$319M |
| 3 |
Baidu
BIDU
|
+$173M |
| 4 |
Booking.com
BKNG
|
+$163M |
| 5 |
Salesforce
CRM
|
+$145M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.74B |
| 2 |
Applovin
APP
|
+$129M |
| 3 |
McKesson
MCK
|
+$117M |
| 4 |
Meta Platforms (Facebook)
META
|
+$113M |
| 5 |
AT&T
T
|
+$105M |
Sector Composition
| 1 | Technology | 18.81% |
| 2 | Consumer Discretionary | 12.96% |
| 3 | Financials | 12.67% |
| 4 | Communication Services | 7.72% |
| 5 | Healthcare | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
TAL Education Group
TAL
$6.37B
| $7.6M | 0.04% |
575,553
+168,725
| +41% | +$2.23M |
|
302
Par Pacific Holdings
PARR
$1.69B
| $7.58M | 0.04% |
531,476
-35,515
| -6% | -$506K |
|
303
American Express
AXP
$225B
| $7.48M | 0.03% |
27,789
+23,984
| +630% | +$6.45M |
|
304
Tri Pointe Homes
TPH
$3.07B
| $7.27M | 0.03% |
227,895
+48,883
| +27% | +$1.56M |
|
305
Scotiabank
BNS
$79.4B
| $7.21M | 0.03% |
152,056
+14,625
| +11% | +$693K |
|
|
PARA
306
DELISTED
Paramount Global Class B
PARA
| $7.17M | 0.03% |
599,772
+60,119
| +11% | +$719K |
|
307
Nexstar Media Group
NXST
$5.98B
| $7.05M | 0.03% |
39,363
+26,743
| +212% | +$4.79M |
|
308
Assured Guaranty
AGO
$3.89B
| $7.04M | 0.03% |
79,865
-18,237
| -19% | -$1.61M |
|
309
Molson Coors Class B
TAP
$9.7B
| $6.91M | 0.03% |
113,504
+53,108
| +88% | +$3.23M |
|
310
PotlatchDeltic
PCH
$3.21B
| $6.89M | 0.03% |
152,636
+115,997
| +317% | +$5.23M |
|
311
KB Home
KBH
$4.46B
| $6.87M | 0.03% |
118,283
-37,135
| -24% | -$2.16M |
|
312
Matador Resources
MTDR
$6.16B
| $6.84M | 0.03% |
133,882
+61,214
| +84% | +$3.13M |
|
313
Lennar Class A
LEN
$35.4B
| $6.78M | 0.03% |
59,069
-278,224
| -82% | -$31.9M |
|
314
Curtiss-Wright
CW
$18.7B
| $6.77M | 0.03% |
+21,323
| New | +$6.77M |
|
315
Jack Henry & Associates
JKHY
$11.6B
| $6.67M | 0.03% |
+36,516
| New | +$6.67M |
|
316
NIO
NIO
$12.8B
| $6.66M | 0.03% |
1,749,081
+563,407
| +48% | +$2.15M |
|
317
Frontdoor
FTDR
$4.62B
| $6.65M | 0.03% |
173,047
+111,505
| +181% | +$4.28M |
|
318
Charles Schwab
SCHW
$167B
| $6.64M | 0.03% |
+84,797
| New | +$6.64M |
|
319
Sprott Uranium Miners ETF
URNM
$1.76B
| $6.63M | 0.03% |
204,504
+49,971
| +32% | +$1.62M |
|
320
SLM Corp
SLM
$6.01B
| $6.63M | 0.03% |
225,838
-203,413
| -47% | -$5.97M |
|
321
Shift4
FOUR
$5.87B
| $6.54M | 0.03% |
+80,022
| New | +$6.54M |
|
322
Mondelez International
MDLZ
$80.6B
| $6.49M | 0.03% |
95,687
-146,273
| -60% | -$9.92M |
|
323
Boston Scientific
BSX
$156B
| $6.45M | 0.03% |
63,954
-98,959
| -61% | -$9.98M |
|
324
Jefferies Financial Group
JEF
$13.5B
| $6.43M | 0.03% |
+120,103
| New | +$6.43M |
|
325
AutoZone
AZO
$71.1B
| $6.25M | 0.03% |
1,639
-20,246
| -93% | -$77.2M |
|