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 | |
|---|---|---|---|---|---|---|
401
Copa Holdings
CPA
$4.79B
| $3.57M | 0.02% |
38,663
+27,723
| +253% | +$2.56M |
|
402
Kimberly-Clark
KMB
$43B
| $3.52M | 0.02% |
24,755
-75,945
| -75% | -$10.8M |
|
403
Concentrix
CNXC
$3.34B
| $3.44M | 0.02% |
+61,782
| New | +$3.44M |
|
404
Autoliv
ALV
$9.76B
| $3.36M | 0.02% |
38,018
+11,795
| +45% | +$1.04M |
|
405
Mercado Libre
MELI
$119B
| $3.32M | 0.02% |
1,702
-56
| -3% | -$109K |
|
406
MDU Resources
MDU
$3.33B
| $3.29M | 0.02% |
+194,664
| New | +$3.29M |
|
407
Civitas Resources
CIVI
$3.04B
| $3.28M | 0.02% |
94,018
-66,035
| -41% | -$2.3M |
|
408
Helmerich & Payne
HP
$2.06B
| $3.27M | 0.02% |
125,341
-41,302
| -25% | -$1.08M |
|
409
Brinker International
EAT
$6.99B
| $3.18M | 0.01% |
+21,330
| New | +$3.18M |
|
410
GFL Environmental
GFL
$17.5B
| $3.12M | 0.01% |
+64,559
| New | +$3.12M |
|
411
American Financial Group
AFG
$11.6B
| $3.11M | 0.01% |
23,651
+17,597
| +291% | +$2.31M |
|
412
Ally Financial
ALLY
$12.8B
| $3.1M | 0.01% |
85,045
-127,256
| -60% | -$4.64M |
|
413
Kennametal
KMT
$1.6B
| $3.03M | 0.01% |
+142,348
| New | +$3.03M |
|
|
DFS
414
DELISTED
Discover Financial Services
DFS
| $3.03M | 0.01% |
17,723
+11,966
| +208% | +$2.04M |
|
415
Mueller Water Products
MWA
$3.96B
| $3.02M | 0.01% |
+118,721
| New | +$3.02M |
|
416
Frontier Group Holdings
ULCC
$1.23B
| $2.97M | 0.01% |
684,392
+597,641
| +689% | +$2.59M |
|
417
Kenvue
KVUE
$36.4B
| $2.97M | 0.01% |
123,736
-105,805
| -46% | -$2.54M |
|
418
Cognizant
CTSH
$34.3B
| $2.96M | 0.01% |
38,682
-31,286
| -45% | -$2.39M |
|
419
Interpublic Group of Companies
IPG
$9.71B
| $2.93M | 0.01% |
107,923
+98,898
| +1,096% | +$2.69M |
|
420
Keurig Dr Pepper
KDP
$37.6B
| $2.91M | 0.01% |
84,995
-42,603
| -33% | -$1.46M |
|
421
OneMain Financial
OMF
$7.32B
| $2.8M | 0.01% |
57,288
+5,575
| +11% | +$273K |
|
422
Becton Dickinson
BDX
$54.5B
| $2.8M | 0.01% |
12,223
-19,788
| -62% | -$4.53M |
|
423
Centrus Energy
LEU
$4.13B
| $2.76M | 0.01% |
44,304
+2,537
| +6% | +$158K |
|
424
Sysco
SYY
$38.7B
| $2.74M | 0.01% |
36,481
-54,359
| -60% | -$4.08M |
|
425
US Foods
USFD
$18B
| $2.73M | 0.01% |
41,746
-19,002
| -31% | -$1.24M |
|