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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Valaris
VAL
$3.64B
| $5.86M | 0.03% |
132,487
+128,789
| +3,483% | +$5.7M |
|
|
HEES
327
DELISTED
H&E Equipment Services
HEES
| $5.81M | 0.03% |
118,736
+47,065
| +66% | +$2.3M |
|
328
Vodafone
VOD
$28.5B
| $5.8M | 0.03% |
683,046
+472,836
| +225% | +$4.01M |
|
329
Euronet Worldwide
EEFT
$3.74B
| $5.79M | 0.03% |
56,283
+6,151
| +12% | +$633K |
|
330
EXL Service
EXLS
$7.26B
| $5.78M | 0.03% |
130,184
-7,543
| -5% | -$335K |
|
331
Clean Harbors
CLH
$12.7B
| $5.76M | 0.03% |
+25,012
| New | +$5.76M |
|
332
Sanmina
SANM
$6.44B
| $5.72M | 0.03% |
75,648
+17,502
| +30% | +$1.32M |
|
333
Harmony Gold Mining
HMY
$8.78B
| $5.7M | 0.03% |
694,309
+291,131
| +72% | +$2.39M |
|
334
Viper Energy
VNOM
$6.29B
| $5.66M | 0.03% |
115,289
-11,011
| -9% | -$540K |
|
335
Graham Holdings Company
GHC
$4.93B
| $5.65M | 0.03% |
6,477
+2,465
| +61% | +$2.15M |
|
|
PARA
336
DELISTED
Paramount Global Class B
PARA
| $5.64M | 0.03% |
539,653
+211,554
| +64% | +$2.21M |
|
337
Targa Resources
TRGP
$34.9B
| $5.62M | 0.03% |
31,492
-7,790
| -20% | -$1.39M |
|
338
Western Union
WU
$2.86B
| $5.38M | 0.02% |
507,633
+134,223
| +36% | +$1.42M |
|
339
Cognizant
CTSH
$35.1B
| $5.38M | 0.02% |
69,968
+21,767
| +45% | +$1.67M |
|
340
Helmerich & Payne
HP
$2.01B
| $5.34M | 0.02% |
166,643
+75,546
| +83% | +$2.42M |
|
341
Kellanova
K
$27.8B
| $5.28M | 0.02% |
65,261
-143,022
| -69% | -$11.6M |
|
342
Vipshop
VIPS
$8.45B
| $5.27M | 0.02% |
391,597
-28,387
| -7% | -$382K |
|
343
Legend Biotech
LEGN
$6.66B
| $5.26M | 0.02% |
161,723
-4,252
| -3% | -$138K |
|
344
Lamb Weston
LW
$8.08B
| $5.25M | 0.02% |
78,534
-209,725
| -73% | -$14M |
|
345
NIO
NIO
$13.4B
| $5.17M | 0.02% |
1,185,674
+263,338
| +29% | +$1.15M |
|
346
Alamos Gold
AGI
$13.5B
| $5.17M | 0.02% |
280,342
+141,151
| +101% | +$2.6M |
|
347
Open Text
OTEX
$8.45B
| $4.92M | 0.02% |
174,047
+136,321
| +361% | +$3.86M |
|
348
Kenvue
KVUE
$35.7B
| $4.9M | 0.02% |
229,541
-439,517
| -66% | -$9.38M |
|
349
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $4.86M | 0.02% |
126,539
-6,359
| -5% | -$244K |
|
350
Taylor Morrison
TMHC
$7.1B
| $4.78M | 0.02% |
78,124
+52,649
| +207% | +$3.22M |
|