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 | |
|---|---|---|---|---|---|---|
576
Bright Horizons
BFAM
$6.49B
| $450K | ﹤0.01% |
3,543
-579
| -14% | -$73.6K |
|
577
West Fraser Timber
WFG
$6.05B
| $447K | ﹤0.01% |
+5,826
| New | +$447K |
|
578
Williams-Sonoma
WSM
$24.8B
| $445K | ﹤0.01% |
2,816
-58,622
| -95% | -$9.27M |
|
579
SharkNinja
SN
$16.3B
| $440K | ﹤0.01% |
5,277
-1,759
| -25% | -$147K |
|
580
Magnolia Oil & Gas
MGY
$4.47B
| $440K | ﹤0.01% |
17,424
-967
| -5% | -$24.4K |
|
581
Post Holdings
POST
$5.76B
| $433K | ﹤0.01% |
3,718
-4,726
| -56% | -$550K |
|
582
Encompass Health
EHC
$12.8B
| $429K | ﹤0.01% |
4,233
-6,545
| -61% | -$663K |
|
583
Celsius Holdings
CELH
$14.9B
| $427K | ﹤0.01% |
11,986
-29,882
| -71% | -$1.06M |
|
584
Penumbra
PEN
$10.8B
| $424K | ﹤0.01% |
1,586
-2,404
| -60% | -$643K |
|
585
Flowers Foods
FLO
$3.01B
| $416K | ﹤0.01% |
21,895
-26,793
| -55% | -$509K |
|
586
Kyndryl
KD
$7.57B
| $415K | ﹤0.01% |
+13,201
| New | +$415K |
|
587
Sensata Technologies
ST
$4.69B
| $395K | ﹤0.01% |
16,267
-17,698
| -52% | -$430K |
|
588
Option Care Health
OPCH
$4.77B
| $393K | ﹤0.01% |
11,253
-7,272
| -39% | -$254K |
|
589
Verra Mobility
VRRM
$4B
| $386K | ﹤0.01% |
17,144
-5,531
| -24% | -$125K |
|
|
EU
590
enCore Energy
EU
$438M
| $383K | ﹤0.01% |
279,254
+135,926
| +95% | +$186K |
|
591
Ziff Davis
ZD
$1.54B
| $381K | ﹤0.01% |
10,150
+5,159
| +103% | +$194K |
|
592
Eagle Materials
EXP
$7.7B
| $379K | ﹤0.01% |
1,709
-2,770
| -62% | -$615K |
|
593
Aecom
ACM
$16.9B
| $377K | ﹤0.01% |
+4,063
| New | +$377K |
|
594
Trimble
TRMB
$19.7B
| $372K | ﹤0.01% |
+5,660
| New | +$372K |
|
595
LiveRamp
RAMP
$1.77B
| $368K | ﹤0.01% |
+14,085
| New | +$368K |
|
596
Boise Cascade
BCC
$3.32B
| $365K | ﹤0.01% |
+3,719
| New | +$365K |
|
597
Henry Schein
HSIC
$8.43B
| $360K | ﹤0.01% |
5,249
-8,118
| -61% | -$556K |
|
598
First Solar
FSLR
$21.8B
| $357K | ﹤0.01% |
2,820
-92,143
| -97% | -$11.6M |
|
599
Masimo
MASI
$7.94B
| $353K | ﹤0.01% |
2,118
-9,273
| -81% | -$1.54M |
|
600
Simon Property Group
SPG
$60B
| $342K | ﹤0.01% |
2,059
+880
| +75% | +$146K |
|