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 | |
|---|---|---|---|---|---|---|
726
CACI
CACI
$10.3B
| – | – |
-42,642
| Closed | -$15.6M |
|
727
Carnival Corp
CCL
$42.5B
| – | – |
-87,572
| Closed | -$1.71M |
|
728
Century Aluminum
CENX
$2.07B
| – | – |
-73,514
| Closed | -$1.36M |
|
729
Certara
CERT
$1.69B
| – | – |
-10,270
| Closed | -$102K |
|
730
Choice Hotels
CHH
$5.42B
| – | – |
-4,100
| Closed | -$544K |
|
731
Civitas Resources
CIVI
$3.22B
| – | – |
-94,018
| Closed | -$3.28M |
|
732
Canadian Natural Resources
CNQ
$65B
| – | – |
-363,211
| Closed | -$11.2M |
|
733
Coursera
COUR
$1.83B
| – | – |
-11,341
| Closed | -$75.5K |
|
734
Capri Holdings
CPRI
$2.51B
| – | – |
-14,789
| Closed | -$292K |
|
735
Camden Property Trust
CPT
$11.7B
| – | – |
-4,114
| Closed | -$503K |
|
736
Cintas
CTAS
$82.9B
| – | – |
-1,148
| Closed | -$236K |
|
737
Cenovus Energy
CVE
$29.7B
| – | – |
-803,018
| Closed | -$11.2M |
|
738
Chevron
CVX
$318B
| – | – |
-483,055
| Closed | -$80.8M |
|
739
Delta Air Lines
DAL
$40B
| – | – |
-1,602,890
| Closed | -$69.9M |
|
740
DuPont de Nemours
DD
$31.6B
| – | – |
-6,561
| Closed | -$490K |
|
741
Datadog
DDOG
$46.2B
| – | – |
-57,523
| Closed | -$5.71M |
|
742
Deckers Outdoor
DECK
$18.3B
| – | – |
-390,252
| Closed | -$43.6M |
|
|
DFS
743
DELISTED
Discover Financial Services
DFS
| – | – |
-17,723
| Closed | -$3.03M |
|
744
Healthpeak Properties
DOC
$12.3B
| – | – |
-13,372
| Closed | -$270K |
|
745
Duolingo
DUOL
$12.9B
| – | – |
-70,357
| Closed | -$21.8M |
|
746
Equinox Gold
EQX
$7.12B
| – | – |
-23,108
| Closed | -$159K |
|
747
Evertec
EVTC
$2.2B
| – | – |
-6,063
| Closed | -$223K |
|
748
Eagle Materials
EXP
$7.27B
| – | – |
-1,709
| Closed | -$379K |
|
749
Expeditors International
EXPD
$16.3B
| – | – |
-1,817
| Closed | -$218K |
|