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 | |
|---|---|---|---|---|---|---|
526
Applied Materials
AMAT
$136B
| $917K | ﹤0.01% |
6,320
-10,228
| -62% | -$1.48M |
|
527
Coinbase
COIN
$83.2B
| $870K | ﹤0.01% |
5,049
| – | – |
|
528
Minerals Technologies
MTX
$2.04B
| $863K | ﹤0.01% |
13,575
+5,619
| +71% | +$357K |
|
529
Brown-Forman Class B
BF.B
$13B
| $862K | ﹤0.01% |
25,401
-36,251
| -59% | -$1.23M |
|
530
Maximus
MMS
$5.08B
| $860K | ﹤0.01% |
+12,608
| New | +$860K |
|
531
Prologis
PLD
$107B
| $843K | ﹤0.01% |
7,545
-97
| -1% | -$10.8K |
|
532
Shopify
SHOP
$188B
| $829K | ﹤0.01% |
+8,719
| New | +$829K |
|
533
W.R. Berkley
WRB
$28B
| $815K | ﹤0.01% |
+11,459
| New | +$815K |
|
534
Insulet
PODD
$23.8B
| $814K | ﹤0.01% |
3,099
-4,631
| -60% | -$1.22M |
|
535
Millicom
TIGO
$7.88B
| $799K | ﹤0.01% |
+26,403
| New | +$799K |
|
536
Baxter International
BAX
$12.6B
| $744K | ﹤0.01% |
21,734
-33,373
| -61% | -$1.14M |
|
537
Digital Realty Trust
DLR
$59.6B
| $734K | ﹤0.01% |
5,120
-48,859
| -91% | -$7M |
|
538
BellRing Brands
BRBR
$4.7B
| $726K | ﹤0.01% |
9,753
-13,454
| -58% | -$1M |
|
539
Sprott Junior Uranium Miners ETF
URNJ
$352M
| $720K | ﹤0.01% |
50,135
+2,086
| +4% | +$30K |
|
540
Cooper Companies
COO
$13.6B
| $717K | ﹤0.01% |
8,495
-13,341
| -61% | -$1.13M |
|
541
American Tower
AMT
$92B
| $692K | ﹤0.01% |
3,182
+1,251
| +65% | +$272K |
|
542
CAVA Group
CAVA
$7.46B
| $685K | ﹤0.01% |
7,931
-3,306
| -29% | -$286K |
|
543
Trane Technologies
TT
$92.3B
| $683K | ﹤0.01% |
2,028
+677
| +50% | +$228K |
|
544
Hormel Foods
HRL
$14B
| $672K | ﹤0.01% |
21,721
-30,693
| -59% | -$950K |
|
545
Trade Desk
TTD
$22.1B
| $662K | ﹤0.01% |
12,107
| – | – |
|
546
Conagra Brands
CAG
$9.31B
| $641K | ﹤0.01% |
24,019
-4,007
| -14% | -$107K |
|
547
MGIC Investment
MTG
$6.67B
| $633K | ﹤0.01% |
25,558
-5,794
| -18% | -$144K |
|
548
Blackstone
BX
$144B
| $633K | ﹤0.01% |
4,528
-81
| -2% | -$11.3K |
|
549
Asbury Automotive
ABG
$4.97B
| $625K | ﹤0.01% |
2,829
-275
| -9% | -$60.7K |
|
550
RELX
RELX
$84.6B
| $609K | ﹤0.01% |
12,087
-12,963
| -52% | -$653K |
|