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 | |
|---|---|---|---|---|---|---|
576
Carrier Global
CARR
$54B
| $235K | ﹤0.01% |
3,216
-1,262
| -28% | -$92.4K |
|
577
Option Care Health
OPCH
$4.75B
| $230K | ﹤0.01% |
7,076
-4,177
| -37% | -$136K |
|
578
Canadian Imperial Bank of Commerce
CM
$72.6B
| $210K | ﹤0.01% |
2,958
-65,120
| -96% | -$4.61M |
|
579
Guardant Health
GH
$7.41B
| $201K | ﹤0.01% |
3,870
-1,200
| -24% | -$62.4K |
|
580
Amcor
AMCR
$18.9B
| $178K | ﹤0.01% |
19,409
+7,886
| +68% | +$72.5K |
|
581
Blue Owl Capital
OBDC
$7.25B
| $176K | ﹤0.01% |
12,305
-22,892
| -65% | -$328K |
|
582
Flowers Foods
FLO
$3.13B
| $176K | ﹤0.01% |
11,034
-10,861
| -50% | -$174K |
|
|
CGAU
583
Centerra Gold
CGAU
$1.8B
| $172K | ﹤0.01% |
23,875
-3,759
| -14% | -$27K |
|
|
URG
584
Ur-Energy
URG
$536M
| $160K | ﹤0.01% |
152,149
-41,334
| -21% | -$43.4K |
|
585
Teladoc Health
TDOC
$1.38B
| $90.9K | ﹤0.01% |
10,440
-2,358
| -18% | -$20.5K |
|
586
Simon Property Group
SPG
$58.6B
| – | – |
-2,059
| Closed | -$342K |
|
587
Sarepta Therapeutics
SRPT
$1.85B
| – | – |
-19,820
| Closed | -$1.26M |
|
588
TAL Education Group
TAL
$6.47B
| – | – |
-575,553
| Closed | -$7.6M |
|
589
Trip.com Group
TCOM
$47.3B
| – | – |
-881,804
| Closed | -$56.1M |
|
590
Terex
TEX
$3.36B
| – | – |
-238,032
| Closed | -$8.99M |
|
591
TriNet
TNET
$3.32B
| – | – |
-3,387
| Closed | -$268K |
|
592
TPG
TPG
$8.7B
| – | – |
-4,903
| Closed | -$233K |
|
593
Targa Resources
TRGP
$34.7B
| – | – |
-143,826
| Closed | -$28.8M |
|
594
Trimble
TRMB
$19.1B
| – | – |
-5,660
| Closed | -$372K |
|
595
Ventas
VTR
$31B
| – | – |
-21,374
| Closed | -$1.47M |
|
596
WD-40
WDFC
$2.91B
| – | – |
-1,003
| Closed | -$245K |
|
597
West Fraser Timber
WFG
$5.85B
| – | – |
-5,826
| Closed | -$447K |
|
598
Cactus
WHD
$2.8B
| – | – |
-168,406
| Closed | -$7.72M |
|
599
W.R. Berkley
WRB
$27.4B
| – | – |
-11,459
| Closed | -$815K |
|
600
Williams-Sonoma
WSM
$24.7B
| – | – |
-2,816
| Closed | -$445K |
|