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 | |
|---|---|---|---|---|---|---|
401
Monster Beverage
MNST
$61.3B
| $2.47M | 0.01% |
39,507
-36,535
| -48% | -$2.29M |
|
402
Kimberly-Clark
KMB
$42.5B
| $2.42M | 0.01% |
18,777
-5,978
| -24% | -$771K |
|
403
Keurig Dr Pepper
KDP
$37.3B
| $2.41M | 0.01% |
73,035
-11,960
| -14% | -$395K |
|
404
Hope Bancorp
HOPE
$1.41B
| $2.39M | 0.01% |
+223,092
| New | +$2.39M |
|
405
BlackLine
BL
$3.32B
| $2.39M | 0.01% |
+42,250
| New | +$2.39M |
|
406
Smith & Nephew
SNN
$16.5B
| $2.37M | 0.01% |
77,315
+11,652
| +18% | +$357K |
|
407
StoneCo
STNE
$4.71B
| $2.32M | 0.01% |
+144,804
| New | +$2.32M |
|
408
Vulcan Materials
VMC
$38.9B
| $2.28M | 0.01% |
+8,749
| New | +$2.28M |
|
409
Kenvue
KVUE
$35.4B
| $2.28M | 0.01% |
108,827
-14,909
| -12% | -$312K |
|
410
Frontdoor
FTDR
$4.62B
| $2.23M | 0.01% |
37,877
-135,170
| -78% | -$7.97M |
|
411
Dolby
DLB
$6.8B
| $2.22M | 0.01% |
+29,848
| New | +$2.22M |
|
412
Stantec
STN
$12.4B
| $2.2M | 0.01% |
20,225
-5,156
| -20% | -$560K |
|
413
Matsons
MATX
$3.28B
| $2.19M | 0.01% |
+19,632
| New | +$2.19M |
|
414
Universal Display
OLED
$6.52B
| $2.17M | 0.01% |
14,024
-18,358
| -57% | -$2.84M |
|
415
Digital Realty Trust
DLR
$59.3B
| $2.12M | 0.01% |
12,146
+7,026
| +137% | +$1.22M |
|
416
Sysco
SYY
$38.3B
| $2.08M | 0.01% |
27,503
-8,978
| -25% | -$680K |
|
417
CRH
CRH
$74.7B
| $2.08M | 0.01% |
22,642
-69,446
| -75% | -$6.38M |
|
418
Amgen
AMGN
$150B
| $2.08M | 0.01% |
+7,435
| New | +$2.08M |
|
419
Snowflake
SNOW
$76.5B
| $2.06M | 0.01% |
9,210
| – | – |
|
420
Ally Financial
ALLY
$12.7B
| $2.05M | 0.01% |
52,593
-32,452
| -38% | -$1.26M |
|
421
Cheniere Energy
LNG
$52.1B
| $2.04M | 0.01% |
8,360
| – | – |
|
422
CarGurus
CARG
$3.51B
| $1.98M | 0.01% |
59,195
-67,318
| -53% | -$2.25M |
|
423
OceanFirst Financial
OCFC
$1.03B
| $1.94M | 0.01% |
+109,911
| New | +$1.94M |
|
424
Chewy
CHWY
$14.5B
| $1.89M | 0.01% |
+44,358
| New | +$1.89M |
|
425
Equitable Holdings
EQH
$15.8B
| $1.89M | 0.01% |
33,649
+769
| +2% | +$43.1K |
|