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 | |
|---|---|---|---|---|---|---|
376
Knight Transportation
KNX
$6.88B
| $4.5M | 0.02% |
103,514
+81,649
| +373% | +$3.55M |
|
377
Bank of Montreal
BMO
$91.1B
| $4.48M | 0.02% |
+46,941
| New | +$4.48M |
|
378
Monster Beverage
MNST
$62.4B
| $4.45M | 0.02% |
76,042
-203,727
| -73% | -$11.9M |
|
379
UGI
UGI
$7.43B
| $4.44M | 0.02% |
+134,296
| New | +$4.44M |
|
380
Union Pacific
UNP
$128B
| $4.41M | 0.02% |
18,676
+16,513
| +763% | +$3.9M |
|
381
Lear
LEA
$5.88B
| $4.4M | 0.02% |
49,877
+46,280
| +1,287% | +$4.08M |
|
382
Atlassian
TEAM
$46.6B
| $4.39M | 0.02% |
+20,665
| New | +$4.39M |
|
383
First American
FAF
$6.93B
| $4.35M | 0.02% |
+66,292
| New | +$4.35M |
|
384
General Dynamics
GD
$87.9B
| $4.34M | 0.02% |
+15,912
| New | +$4.34M |
|
385
Paycom
PAYC
$12.7B
| $4.34M | 0.02% |
+19,850
| New | +$4.34M |
|
386
Labcorp
LH
$23B
| $4.2M | 0.02% |
18,051
-18,401
| -50% | -$4.28M |
|
387
Sanmina
SANM
$6.41B
| $4.14M | 0.02% |
54,328
-21,320
| -28% | -$1.62M |
|
388
Abercrombie & Fitch
ANF
$4.41B
| $4.1M | 0.02% |
53,730
-220,413
| -80% | -$16.8M |
|
389
Moody's
MCO
$92.2B
| $4.1M | 0.02% |
8,808
-4,577
| -34% | -$2.13M |
|
390
Rambus
RMBS
$9.44B
| $4.04M | 0.02% |
78,079
+70,934
| +993% | +$3.67M |
|
391
Peabody Energy
BTU
$2.25B
| $3.98M | 0.02% |
294,091
+221,140
| +303% | +$3M |
|
392
Weatherford International
WFRD
$4.58B
| $3.92M | 0.02% |
+73,277
| New | +$3.92M |
|
393
Vanguard S&P 500 ETF
VOO
$739B
| $3.91M | 0.02% |
+7,605
| New | +$3.91M |
|
394
Darden Restaurants
DRI
$24.8B
| $3.87M | 0.02% |
18,612
-15,172
| -45% | -$3.15M |
|
395
Corteva
CTVA
$49.3B
| $3.84M | 0.02% |
61,033
-227,597
| -79% | -$14.3M |
|
396
Canadian Imperial Bank of Commerce
CM
$73.8B
| $3.83M | 0.02% |
68,078
+48,434
| +247% | +$2.72M |
|
397
Cencora
COR
$58.4B
| $3.8M | 0.02% |
13,673
-183,863
| -93% | -$51.1M |
|
398
CarGurus
CARG
$3.57B
| $3.69M | 0.02% |
126,513
+96,835
| +326% | +$2.82M |
|
399
iShares MSCI Mexico ETF
EWW
$1.9B
| $3.62M | 0.02% |
71,118
-972,875
| -93% | -$49.6M |
|
400
Target
TGT
$41.5B
| $3.61M | 0.02% |
34,637
-127,424
| -79% | -$13.3M |
|