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 | |
|---|---|---|---|---|---|---|
551
NNN REIT
NNN
$8.12B
| $328K | ﹤0.01% |
+7,601
| New | +$328K |
|
552
Coca-Cola Consolidated
COKE
$10.7B
| $328K | ﹤0.01% |
2,934
-926
| -24% | -$103K |
|
553
Wabtec
WAB
$32.5B
| $320K | ﹤0.01% |
1,530
-23,430
| -94% | -$4.91M |
|
554
Viper Energy
VNOM
$6.32B
| $320K | ﹤0.01% |
8,395
-167,535
| -95% | -$6.39M |
|
555
Liberty Live Group Series C
LLYVK
$9.21B
| $312K | ﹤0.01% |
+3,847
| New | +$312K |
|
556
Shake Shack
SHAK
$3.93B
| $307K | ﹤0.01% |
2,184
-689
| -24% | -$96.9K |
|
557
Post Holdings
POST
$5.77B
| $306K | ﹤0.01% |
2,810
-908
| -24% | -$99K |
|
558
Builders FirstSource
BLDR
$15.5B
| $306K | ﹤0.01% |
2,619
-295,139
| -99% | -$34.4M |
|
559
LiveRamp
RAMP
$1.81B
| $294K | ﹤0.01% |
8,898
-5,187
| -37% | -$171K |
|
560
Clearway Energy Class C
CWEN
$3.39B
| $283K | ﹤0.01% |
+8,857
| New | +$283K |
|
561
Graham Holdings Company
GHC
$4.97B
| $282K | ﹤0.01% |
298
-299
| -50% | -$283K |
|
562
The Ensign Group
ENSG
$10B
| $280K | ﹤0.01% |
1,816
-554
| -23% | -$85.5K |
|
563
Masimo
MASI
$8.08B
| $277K | ﹤0.01% |
1,645
-473
| -22% | -$79.6K |
|
564
W.P. Carey
WPC
$14.7B
| $276K | ﹤0.01% |
+4,429
| New | +$276K |
|
|
ISOU
565
IsoEnergy Ltd.
ISOU
$456M
| $267K | ﹤0.01% |
+37,589
| New | +$267K |
|
566
B2Gold
BTG
$5.6B
| $261K | ﹤0.01% |
72,439
+4,150
| +6% | +$15K |
|
567
Bank of Montreal
BMO
$90.9B
| $260K | ﹤0.01% |
2,348
-44,593
| -95% | -$4.93M |
|
568
Trane Technologies
TT
$91.1B
| $259K | ﹤0.01% |
592
-1,436
| -71% | -$628K |
|
569
Henry Schein
HSIC
$8.2B
| $257K | ﹤0.01% |
3,520
-1,729
| -33% | -$126K |
|
570
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $253K | ﹤0.01% |
2,598
| – | – |
|
571
AutoNation
AN
$8.57B
| $252K | ﹤0.01% |
1,268
-92,317
| -99% | -$18.3M |
|
572
Johnson Controls International
JCI
$69.6B
| $250K | ﹤0.01% |
2,370
-1,528
| -39% | -$161K |
|
573
Hubbell
HUBB
$23.2B
| $247K | ﹤0.01% |
605
-293
| -33% | -$120K |
|
|
TEM
574
Tempus AI, Inc. Class A Common Stock
TEM
$14.1B
| $242K | ﹤0.01% |
+3,815
| New | +$242K |
|
575
CubeSmart
CUBE
$9.38B
| $240K | ﹤0.01% |
+5,654
| New | +$240K |
|