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 | |
|---|---|---|---|---|---|---|
601
Meritage Homes
MTH
$5.77B
| $331K | ﹤0.01% |
+4,667
| New | +$331K |
|
602
Genworth Financial
GNW
$3.62B
| $330K | ﹤0.01% |
+46,528
| New | +$330K |
|
603
Li Auto
LI
$24.7B
| $323K | ﹤0.01% |
12,826
-19,826
| -61% | -$500K |
|
604
NatWest
NWG
$58B
| $320K | ﹤0.01% |
26,858
-35,035
| -57% | -$418K |
|
605
Hewlett Packard
HPE
$32.8B
| $317K | ﹤0.01% |
20,565
+9,056
| +79% | +$140K |
|
606
Johnson Controls International
JCI
$70.6B
| $312K | ﹤0.01% |
3,898
-1,702
| -30% | -$136K |
|
607
Exelixis
EXEL
$10.5B
| $307K | ﹤0.01% |
+8,315
| New | +$307K |
|
608
The Ensign Group
ENSG
$9.75B
| $307K | ﹤0.01% |
2,370
-3,626
| -60% | -$469K |
|
609
Freshpet
FRPT
$2.6B
| $301K | ﹤0.01% |
3,614
-4,930
| -58% | -$410K |
|
610
ArcBest
ARCB
$1.67B
| $299K | ﹤0.01% |
4,230
+1,781
| +73% | +$126K |
|
611
Hubbell
HUBB
$24B
| $297K | ﹤0.01% |
898
+237
| +36% | +$78.4K |
|
612
Capri Holdings
CPRI
$2.6B
| $292K | ﹤0.01% |
14,789
-34,624
| -70% | -$683K |
|
613
Upwork
UPWK
$2.17B
| $289K | ﹤0.01% |
+22,175
| New | +$289K |
|
614
Solventum
SOLV
$12.8B
| $288K | ﹤0.01% |
3,781
-5,501
| -59% | -$418K |
|
615
Omega Healthcare
OHI
$12.5B
| $287K | ﹤0.01% |
+7,533
| New | +$287K |
|
616
Carrier Global
CARR
$53B
| $284K | ﹤0.01% |
4,478
+589
| +15% | +$37.3K |
|
617
Kilroy Realty
KRC
$5.08B
| $283K | ﹤0.01% |
+8,653
| New | +$283K |
|
618
Teleflex
TFX
$5.86B
| $279K | ﹤0.01% |
2,016
-3,240
| -62% | -$448K |
|
619
Cavco Industries
CVCO
$4.39B
| $275K | ﹤0.01% |
+529
| New | +$275K |
|
620
Healthpeak Properties
DOC
$12.6B
| $270K | ﹤0.01% |
13,372
-8,483
| -39% | -$172K |
|
621
TriNet
TNET
$3.48B
| $268K | ﹤0.01% |
3,387
-1,376
| -29% | -$109K |
|
622
Sealed Air
SEE
$4.99B
| $267K | ﹤0.01% |
+9,225
| New | +$267K |
|
|
MZTI
623
The Marzetti Company Common Stock
MZTI
$5.1B
| $259K | ﹤0.01% |
1,480
-2,032
| -58% | -$356K |
|
624
Merit Medical Systems
MMSI
$5.34B
| $258K | ﹤0.01% |
2,440
-4,195
| -63% | -$443K |
|
625
e.l.f. Beauty
ELF
$7.83B
| $257K | ﹤0.01% |
4,099
-5,755
| -58% | -$361K |
|