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 | |
|---|---|---|---|---|---|---|
351
Armstrong World Industries
AWI
$8.47B
| $5.11M | 0.02% |
+36,290
| New | +$5.11M |
|
352
DocuSign
DOCU
$15.9B
| $5.09M | 0.02% |
+62,564
| New | +$5.09M |
|
353
Chipotle Mexican Grill
CMG
$51.9B
| $5.07M | 0.02% |
101,063
-272,757
| -73% | -$13.7M |
|
354
Energy Fuels
UUUU
$2.91B
| $5.07M | 0.02% |
1,359,302
+430,758
| +46% | +$1.61M |
|
355
ADT
ADT
$7.05B
| $5.02M | 0.02% |
616,836
+57,219
| +10% | +$466K |
|
356
Axsome Therapeutics
AXSM
$6.19B
| $4.99M | 0.02% |
+42,825
| New | +$4.99M |
|
357
DXC Technology
DXC
$2.55B
| $4.96M | 0.02% |
290,815
-16,173
| -5% | -$276K |
|
358
Schlumberger
SLB
$54B
| $4.96M | 0.02% |
118,542
-268,696
| -69% | -$11.2M |
|
359
Quest Diagnostics
DGX
$20.1B
| $4.95M | 0.02% |
29,268
+7,378
| +34% | +$1.25M |
|
|
LB
360
LandBridge Company LLC
LB
$1.33B
| $4.92M | 0.02% |
68,451
-28,477
| -29% | -$2.05M |
|
361
DexCom
DXCM
$29.8B
| $4.87M | 0.02% |
71,296
-26,642
| -27% | -$1.82M |
|
362
Nextracker
NXT
$10B
| $4.87M | 0.02% |
115,482
-95,514
| -45% | -$4.02M |
|
363
Royal Caribbean
RCL
$92.8B
| $4.82M | 0.02% |
+23,483
| New | +$4.82M |
|
364
Federated Hermes
FHI
$4.1B
| $4.81M | 0.02% |
118,005
+5,618
| +5% | +$229K |
|
365
Pinnacle West Capital
PNW
$10.5B
| $4.78M | 0.02% |
50,214
-109,590
| -69% | -$10.4M |
|
366
Hudbay
HBM
$5.33B
| $4.78M | 0.02% |
630,795
-457,767
| -42% | -$3.47M |
|
367
Texas Roadhouse
TXRH
$11B
| $4.76M | 0.02% |
28,557
-19,924
| -41% | -$3.32M |
|
368
CGI
GIB
$20.7B
| $4.74M | 0.02% |
47,442
+17,550
| +59% | +$1.75M |
|
369
Chemed
CHE
$6.57B
| $4.72M | 0.02% |
7,667
-682
| -8% | -$420K |
|
370
T-Mobile US
TMUS
$271B
| $4.65M | 0.02% |
17,423
-194,771
| -92% | -$51.9M |
|
371
Gartner
IT
$17.6B
| $4.58M | 0.02% |
10,900
+6,520
| +149% | +$2.74M |
|
372
Edwards Lifesciences
EW
$46B
| $4.53M | 0.02% |
62,522
-45,763
| -42% | -$3.32M |
|
373
Wabtec
WAB
$32.4B
| $4.53M | 0.02% |
24,960
+5,342
| +27% | +$969K |
|
374
InterDigital
IDCC
$7.7B
| $4.52M | 0.02% |
21,872
+10,621
| +94% | +$2.2M |
|
375
Universal Display
OLED
$6.52B
| $4.52M | 0.02% |
32,382
-39,690
| -55% | -$5.54M |
|