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 | |
|---|---|---|---|---|---|---|
601
Weyerhaeuser
WY
$18.4B
| – | – |
-206,391
| Closed | -$6.04M |
|
602
Xylem
XYL
$33.3B
| – | – |
-1,968
| Closed | -$235K |
|
603
Yeti Holdings
YETI
$2.9B
| – | – |
-50,082
| Closed | -$1.66M |
|
604
Yum China
YUMC
$16.3B
| – | – |
-453,156
| Closed | -$23.6M |
|
605
Ziff Davis
ZD
$1.58B
| – | – |
-10,150
| Closed | -$381K |
|
606
Zegna
ZGN
$2.25B
| – | – |
-76,042
| Closed | -$563K |
|
607
Solventum
SOLV
$12.8B
| – | – |
-3,781
| Closed | -$288K |
|
|
ONC
608
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.3B
| – | – |
-772
| Closed | -$210K |
|
|
JBTM
609
JBT Marel Corporation
JBTM
$7.26B
| – | – |
-20,327
| Closed | -$2.48M |
|
|
BERY
610
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-33,974
| Closed | -$2.37M |
|
611
TransUnion
TRU
$18.1B
| – | – |
-228,864
| Closed | -$19M |
|
612
Textron
TXT
$14.4B
| – | – |
-18,254
| Closed | -$1.32M |
|
613
Union Pacific
UNP
$129B
| – | – |
-18,676
| Closed | -$4.41M |
|
614
Upwork
UPWK
$2.12B
| – | – |
-22,175
| Closed | -$289K |
|
615
US Bancorp
USB
$77.7B
| – | – |
-122,009
| Closed | -$5.15M |
|
616
Valaris
VAL
$3.63B
| – | – |
-11,491
| Closed | -$451K |
|
617
Vipshop
VIPS
$8.63B
| – | – |
-544,665
| Closed | -$8.54M |
|
618
Vanguard S&P 500 ETF
VOO
$730B
| – | – |
-7,605
| Closed | -$3.91M |
|
619
Verra Mobility
VRRM
$3.88B
| – | – |
-17,144
| Closed | -$386K |
|
620
Verisk Analytics
VRSK
$37.7B
| – | – |
-40,890
| Closed | -$12.2M |
|
621
Asbury Automotive
ABG
$4.96B
| – | – |
-2,829
| Closed | -$625K |
|
622
Accenture
ACN
$157B
| – | – |
-3,420
| Closed | -$1.07M |
|
623
C3.ai
AI
$2.14B
| – | – |
-10,136
| Closed | -$213K |
|
624
Assurant
AIZ
$10.7B
| – | – |
-24,945
| Closed | -$5.23M |
|
625
Applied Materials
AMAT
$131B
| – | – |
-6,320
| Closed | -$917K |
|