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 | |
|---|---|---|---|---|---|---|
476
Vontier
VNT
$6.29B
| $947K | ﹤0.01% |
+25,660
| New | +$947K |
|
477
Exelixis
EXEL
$10.3B
| $920K | ﹤0.01% |
20,865
+12,550
| +151% | +$553K |
|
478
Sprott Junior Uranium Miners ETF
URNJ
$353M
| $908K | ﹤0.01% |
42,987
-7,148
| -14% | -$151K |
|
479
Steven Madden
SHOO
$2.21B
| $897K | ﹤0.01% |
+37,405
| New | +$897K |
|
480
Tyson Foods
TSN
$19.8B
| $890K | ﹤0.01% |
15,906
-20,300
| -56% | -$1.14M |
|
481
Trade Desk
TTD
$24.5B
| $872K | ﹤0.01% |
12,107
| – | – |
|
482
Restaurant Brands International
QSR
$20.3B
| $861K | ﹤0.01% |
13,010
-10,156
| -44% | -$672K |
|
483
Shopify
SHOP
$188B
| $857K | ﹤0.01% |
7,445
-1,274
| -15% | -$147K |
|
484
Penumbra
PEN
$11B
| $850K | ﹤0.01% |
3,314
+1,728
| +109% | +$443K |
|
485
Clorox
CLX
$15.2B
| $838K | ﹤0.01% |
6,981
-2,186
| -24% | -$262K |
|
486
Steris
STE
$24.3B
| $837K | ﹤0.01% |
3,483
-733
| -17% | -$176K |
|
487
NatWest
NWG
$57.5B
| $804K | ﹤0.01% |
56,833
+29,975
| +112% | +$424K |
|
488
BJs Wholesale Club
BJ
$12.9B
| $799K | ﹤0.01% |
7,408
-2,294
| -24% | -$247K |
|
489
Paylocity
PCTY
$9.49B
| $798K | ﹤0.01% |
+4,406
| New | +$798K |
|
490
BGC Group
BGC
$4.73B
| $798K | ﹤0.01% |
+78,002
| New | +$798K |
|
491
Valmont Industries
VMI
$7.44B
| $797K | ﹤0.01% |
2,442
-2,226
| -48% | -$727K |
|
492
American Tower
AMT
$91.1B
| $766K | ﹤0.01% |
3,467
+285
| +9% | +$63K |
|
493
Ingredion
INGR
$8.12B
| $760K | ﹤0.01% |
5,604
-10,458
| -65% | -$1.42M |
|
494
Eastman Chemical
EMN
$7.76B
| $730K | ﹤0.01% |
9,779
-120,926
| -93% | -$9.03M |
|
495
Labcorp
LH
$23B
| $727K | ﹤0.01% |
2,771
-15,280
| -85% | -$4.01M |
|
496
Insulet
PODD
$23.4B
| $723K | ﹤0.01% |
2,301
-798
| -26% | -$251K |
|
497
Omega Healthcare
OHI
$12.6B
| $720K | ﹤0.01% |
19,639
+12,106
| +161% | +$444K |
|
498
Texas Roadhouse
TXRH
$11B
| $701K | ﹤0.01% |
3,743
-24,814
| -87% | -$4.65M |
|
499
Illinois Tool Works
ITW
$77.1B
| $695K | ﹤0.01% |
2,811
-3,031
| -52% | -$749K |
|
500
Quest Diagnostics
DGX
$20.4B
| $677K | ﹤0.01% |
3,771
-25,497
| -87% | -$4.58M |
|