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 |
Alphabet (Google) Class A
GOOGL
|
+$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$161M |
| 3 |
Meta Platforms (Facebook)
META
|
+$98.7M |
| 4 |
Microsoft
MSFT
|
+$69.4M |
| 5 |
AbbVie
ABBV
|
+$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$216M |
| 2 |
Pinduoduo
PDD
|
+$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$111M |
| 4 |
Walmart
WMT
|
+$108M |
| 5 |
Bank of America
BAC
|
+$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Teradata
TDC
$2.01B
| – | – |
-8,123
| Closed | -$273K |
|
752
Telephone and Data Systems
TDS
$4.41B
| – | – |
-34,158
| Closed | -$358K |
|
753
Atlassian
TEAM
$47.8B
| – | – |
-2,686
| Closed | -$346K |
|
754
Truist Financial
TFC
$58.4B
| – | – |
-560,962
| Closed | -$24.1M |
|
755
TFS Financial
TFSL
$3.79B
| – | – |
-122,201
| Closed | -$1.76M |
|
756
TriNet
TNET
$3.38B
| – | – |
-8,030
| Closed | -$544K |
|
757
Tri Pointe Homes
TPH
$3.23B
| – | – |
-12,269
| Closed | -$228K |
|
758
Targa Resources
TRGP
$34.5B
| – | – |
-25,740
| Closed | -$1.89M |
|
759
T Rowe Price
TROW
$23.8B
| – | – |
-22,588
| Closed | -$2.46M |
|
760
Tronox
TROX
$755M
| – | – |
-73,838
| Closed | -$1.01M |
|
761
Trade Desk
TTD
$25.6B
| – | – |
-109,073
| Closed | -$4.89M |
|
762
TTEC Holdings
TTEC
$183M
| – | – |
-17,768
| Closed | -$784K |
|
763
Take-Two Interactive
TTWO
$45.7B
| – | – |
-72,124
| Closed | -$7.51M |
|
764
Twilio
TWLO
$16.4B
| – | – |
-10,378
| Closed | -$508K |
|
765
10x Genomics
TXG
$1.68B
| – | – |
-13,044
| Closed | -$475K |
|
766
UGI
UGI
$7.37B
| – | – |
-49,478
| Closed | -$1.83M |
|
767
Upstart Holdings
UPST
$6.63B
| – | – |
-10,069
| Closed | -$133K |
|
768
US Foods
USFD
$17.6B
| – | – |
-82,229
| Closed | -$2.8M |
|
|
AD
769
Array Digital Infrastructure, Inc.
AD
$4.43B
| – | – |
-25,883
| Closed | -$540K |
|
770
Universal Corp
UVV
$1.38B
| – | – |
-6,291
| Closed | -$332K |
|
771
Vanguard FTSE Developed Markets ETF
VEA
$172B
| – | – |
-249,733
| Closed | -$10.5M |
|
772
Valley National Bancorp
VLY
$6B
| – | – |
-185,204
| Closed | -$2.09M |
|
773
Voya Financial
VOYA
$7.3B
| – | – |
-35,480
| Closed | -$2.18M |
|
774
NCR Voyix
VYX
$1.79B
| – | – |
-89,150
| Closed | -$1.28M |
|
775
WaFd
WAFD
$2.48B
| – | – |
-64,949
| Closed | -$2.18M |
|