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 | |
|---|---|---|---|---|---|---|
651
Capri Holdings
CPRI
$2.54B
| – | – |
-14,789
| Closed | -$292K |
|
652
Camden Property Trust
CPT
$11.9B
| – | – |
-4,114
| Closed | -$503K |
|
653
Cintas
CTAS
$81.4B
| – | – |
-1,148
| Closed | -$236K |
|
654
Cenovus Energy
CVE
$29.3B
| – | – |
-803,018
| Closed | -$11.2M |
|
655
Chevron
CVX
$312B
| – | – |
-483,055
| Closed | -$80.8M |
|
656
Delta Air Lines
DAL
$39.6B
| – | – |
-1,602,890
| Closed | -$69.9M |
|
657
DuPont de Nemours
DD
$32.1B
| – | – |
-6,561
| Closed | -$490K |
|
658
Datadog
DDOG
$49B
| – | – |
-57,523
| Closed | -$5.71M |
|
659
Deckers Outdoor
DECK
$17.1B
| – | – |
-390,252
| Closed | -$43.6M |
|
|
DFS
660
DELISTED
Discover Financial Services
DFS
| – | – |
-17,723
| Closed | -$3.03M |
|
661
Healthpeak Properties
DOC
$12.6B
| – | – |
-13,372
| Closed | -$270K |
|
662
Duolingo
DUOL
$12.5B
| – | – |
-70,357
| Closed | -$21.8M |
|
663
Equinox Gold
EQX
$7.78B
| – | – |
-23,108
| Closed | -$159K |
|
664
Evertec
EVTC
$2.18B
| – | – |
-6,063
| Closed | -$223K |
|
665
Eagle Materials
EXP
$7.42B
| – | – |
-1,709
| Closed | -$379K |
|
666
Expeditors International
EXPD
$16.4B
| – | – |
-1,817
| Closed | -$218K |
|
667
Diamondback Energy
FANG
$39.5B
| – | – |
-132,092
| Closed | -$21.1M |
|
668
First Citizens BancShares
FCNCA
$25.1B
| – | – |
-1,401
| Closed | -$2.6M |
|
669
FedEx
FDX
$53.3B
| – | – |
-7,392
| Closed | -$1.8M |
|
670
FirstEnergy
FE
$25B
| – | – |
-393,087
| Closed | -$15.9M |
|
671
Freshpet
FRPT
$2.78B
| – | – |
-3,614
| Closed | -$301K |
|
672
First Solar
FSLR
$21.8B
| – | – |
-2,820
| Closed | -$357K |
|
673
iShares China Large-Cap ETF
FXI
$6.83B
| – | – |
-691,242
| Closed | -$24.8M |
|
674
General Dynamics
GD
$86.4B
| – | – |
-15,912
| Closed | -$4.34M |
|
675
Glaukos
GKOS
$5.21B
| – | – |
-2,356
| Closed | -$232K |
|