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 | |
|---|---|---|---|---|---|---|
676
Goldman Sachs
GS
$223B
| – | – |
-95,072
| Closed | -$51.9M |
|
677
W.W. Grainger
GWW
$47.5B
| – | – |
-203
| Closed | -$201K |
|
|
HEES
678
DELISTED
H&E Equipment Services
HEES
| – | – |
-21,311
| Closed | -$2.02M |
|
679
Huntington Ingalls Industries
HII
$10.6B
| – | – |
-1,026
| Closed | -$209K |
|
680
Honeywell
HON
$136B
| – | – |
-2,750
| Closed | -$582K |
|
681
Robinhood
HOOD
$90B
| – | – |
-516,823
| Closed | -$21.5M |
|
682
Helmerich & Payne
HP
$2.01B
| – | – |
-125,341
| Closed | -$3.27M |
|
683
HP
HPQ
$27.4B
| – | – |
-201,776
| Closed | -$5.59M |
|
684
Host Hotels & Resorts
HST
$12B
| – | – |
-10,716
| Closed | -$152K |
|
685
Huazhu Hotels Group
HTHT
$11.5B
| – | – |
-257,259
| Closed | -$9.52M |
|
686
Interactive Brokers
IBKR
$26.8B
| – | – |
-185,216
| Closed | -$7.67M |
|
687
Imperial Oil
IMO
$44.4B
| – | – |
-6,591
| Closed | -$476K |
|
688
Samsara
IOT
$24B
| – | – |
-30,118
| Closed | -$1.15M |
|
689
Interpublic Group of Companies
IPG
$9.94B
| – | – |
-107,923
| Closed | -$2.93M |
|
690
iQIYI
IQ
$2.61B
| – | – |
-15,858
| Closed | -$35.8K |
|
691
Iridium Communications
IRDM
$2.67B
| – | – |
-81,731
| Closed | -$2.23M |
|
692
Gartner
IT
$18.6B
| – | – |
-10,900
| Closed | -$4.58M |
|
693
Invesco
IVZ
$9.81B
| – | – |
-70,921
| Closed | -$1.08M |
|
694
Jazz Pharmaceuticals
JAZZ
$7.86B
| – | – |
-250,947
| Closed | -$31.2M |
|
695
JB Hunt Transport Services
JBHT
$13.9B
| – | – |
-40,674
| Closed | -$6.02M |
|
696
JD.com
JD
$44.6B
| – | – |
-2,786,833
| Closed | -$115M |
|
697
Jefferies Financial Group
JEF
$13.1B
| – | – |
-120,103
| Closed | -$6.43M |
|
698
KBR
KBR
$6.4B
| – | – |
-28,115
| Closed | -$1.4M |
|
699
Kyndryl
KD
$7.57B
| – | – |
-13,201
| Closed | -$415K |
|
700
Kennametal
KMT
$1.67B
| – | – |
-142,348
| Closed | -$3.03M |
|