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 | |
|---|---|---|---|---|---|---|
626
Shake Shack
SHAK
$4.18B
| $253K | ﹤0.01% |
2,873
-3,900
| -58% | -$344K |
|
627
SSR Mining
SSRM
$4.62B
| $253K | ﹤0.01% |
+25,255
| New | +$253K |
|
628
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $248K | ﹤0.01% |
2,598
| – | – |
|
629
WD-40
WDFC
$2.88B
| $245K | ﹤0.01% |
1,003
-1,447
| -59% | -$353K |
|
630
Simply Good Foods
SMPL
$2.78B
| $239K | ﹤0.01% |
6,927
-9,728
| -58% | -$336K |
|
631
Pentair
PNR
$18.5B
| $237K | ﹤0.01% |
2,707
+330
| +14% | +$28.9K |
|
632
Cintas
CTAS
$82.4B
| $236K | ﹤0.01% |
1,148
+10
| +0.9% | +$2.06K |
|
633
Xylem
XYL
$34.5B
| $235K | ﹤0.01% |
1,968
-514
| -21% | -$61.4K |
|
634
TPG
TPG
$9.17B
| $233K | ﹤0.01% |
+4,903
| New | +$233K |
|
635
Glaukos
GKOS
$5.02B
| $232K | ﹤0.01% |
2,356
-3,464
| -60% | -$341K |
|
636
Plexus
PLXS
$3.8B
| $232K | ﹤0.01% |
+1,807
| New | +$232K |
|
637
Evertec
EVTC
$2.19B
| $223K | ﹤0.01% |
6,063
-396
| -6% | -$14.6K |
|
638
Nordson
NDSN
$12.8B
| $221K | ﹤0.01% |
1,097
+116
| +12% | +$23.4K |
|
639
Expeditors International
EXPD
$16.7B
| $218K | ﹤0.01% |
+1,817
| New | +$218K |
|
640
Sweetgreen
SG
$1.03B
| $218K | ﹤0.01% |
8,724
-9,966
| -53% | -$249K |
|
641
Ametek
AME
$44.4B
| $218K | ﹤0.01% |
1,266
+134
| +12% | +$23.1K |
|
642
Guardant Health
GH
$7.08B
| $216K | ﹤0.01% |
5,070
-7,474
| -60% | -$318K |
|
643
Lennox International
LII
$19.9B
| $215K | ﹤0.01% |
383
-10,600
| -97% | -$5.94M |
|
644
Realty Income
O
$55B
| $214K | ﹤0.01% |
+3,687
| New | +$214K |
|
645
C3.ai
AI
$2.26B
| $213K | ﹤0.01% |
+10,136
| New | +$213K |
|
|
ONC
646
BeOne Medicines Ltd. American Depositary Shares
ONC
$36.9B
| $210K | ﹤0.01% |
772
-838
| -52% | -$228K |
|
647
Huntington Ingalls Industries
HII
$10.8B
| $209K | ﹤0.01% |
+1,026
| New | +$209K |
|
648
Pricesmart
PSMT
$3.63B
| $209K | ﹤0.01% |
2,377
-3,167
| -57% | -$278K |
|
649
Huntington Bancshares
HBAN
$25.9B
| $205K | ﹤0.01% |
+13,670
| New | +$205K |
|
650
Otter Tail
OTTR
$3.52B
| $203K | ﹤0.01% |
+2,526
| New | +$203K |
|