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 | |
|---|---|---|---|---|---|---|
701
Apollo Global Management
APO
$79B
| – | – |
-13,029
| Closed | -$2.15M |
|
702
Aptiv
APTV
$18B
| – | – |
-40,791
| Closed | -$2.47M |
|
703
Atkore
ATKR
$2.06B
| – | – |
-72,760
| Closed | -$6.07M |
|
704
AvalonBay Communities
AVB
$27.8B
| – | – |
-1,600
| Closed | -$352K |
|
705
Avery Dennison
AVY
$12.9B
| – | – |
-3,425
| Closed | -$641K |
|
706
Best Buy
BBY
$15.9B
| – | – |
-41,742
| Closed | -$3.58M |
|
707
BCE
BCE
$22.5B
| – | – |
-13,655
| Closed | -$316K |
|
708
Brink's
BCO
$4.83B
| – | – |
-17,507
| Closed | -$1.62M |
|
709
Biogen
BIIB
$21.2B
| – | – |
-70,033
| Closed | -$10.7M |
|
710
BlackLine
BL
$3.36B
| – | – |
-4,018
| Closed | -$244K |
|
711
Box
BOX
$4.7B
| – | – |
-114,686
| Closed | -$3.62M |
|
712
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-1,505
| Closed | -$682K |
|
713
Bentley Systems
BSY
$16.1B
| – | – |
-460,289
| Closed | -$21.5M |
|
714
CCC Intelligent Solutions
CCCS
$6.37B
| – | – |
-79,167
| Closed | -$929K |
|
715
Central Garden & Pet Class A
CENTA
$2.03B
| – | – |
-13,614
| Closed | -$450K |
|
716
CF Industries
CF
$13.9B
| – | – |
-21,194
| Closed | -$1.81M |
|
717
Confluent
CFLT
$6.63B
| – | – |
-93,040
| Closed | -$2.6M |
|
718
Carlyle Group
CG
$24.1B
| – | – |
-14,308
| Closed | -$722K |
|
719
Chewy
CHWY
$14.4B
| – | – |
-650,708
| Closed | -$21.8M |
|
720
Clean Harbors
CLH
$12.7B
| – | – |
-25,012
| Closed | -$5.76M |
|
721
Cinemark Holdings
CNK
$3.25B
| – | – |
-43,276
| Closed | -$1.34M |
|
722
CNX Resources
CNX
$4.25B
| – | – |
-366,232
| Closed | -$13.4M |
|
723
Columbia Sportswear
COLM
$2.99B
| – | – |
-26,496
| Closed | -$2.22M |
|
724
Carter's
CRI
$1.08B
| – | – |
-40,377
| Closed | -$2.19M |
|
725
Cirrus Logic
CRUS
$6B
| – | – |
-69,765
| Closed | -$6.95M |
|