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 | |
|---|---|---|---|---|---|---|
|
HES
751
DELISTED
Hess
HES
| – | – |
-89,517
| Closed | -$11.9M |
|
752
Herbalife
HLF
$986M
| – | – |
-18,806
| Closed | -$126K |
|
753
Houlihan Lokey
HLI
$14.4B
| – | – |
-6,237
| Closed | -$1.08M |
|
754
Hamilton Lane
HLNE
$6.53B
| – | – |
-5,285
| Closed | -$782K |
|
755
Herc Holdings
HRI
$4.2B
| – | – |
-7,556
| Closed | -$1.43M |
|
756
ICU Medical
ICUI
$3.22B
| – | – |
-2,415
| Closed | -$375K |
|
757
Interparfums
IPAR
$3.43B
| – | – |
-3,487
| Closed | -$459K |
|
758
Iron Mountain
IRM
$28.6B
| – | – |
-2,074
| Closed | -$218K |
|
759
iRhythm Technologies
IRTC
$5.78B
| – | – |
-3,364
| Closed | -$303K |
|
760
Integer Holdings
ITGR
$3.55B
| – | – |
-3,529
| Closed | -$468K |
|
761
J&J Snack Foods
JJSF
$2.02B
| – | – |
-2,897
| Closed | -$449K |
|
762
Kirby Corp
KEX
$4.8B
| – | – |
-148,700
| Closed | -$15.7M |
|
763
Kinsale Capital Group
KNSL
$10.1B
| – | – |
-3,960
| Closed | -$1.84M |
|
764
Lucid Motors
LCID
$5.92B
| – | – |
-17,620
| Closed | -$532K |
|
765
Linde
LIN
$226B
| – | – |
-1,166
| Closed | -$488K |
|
766
LeMaitre Vascular
LMAT
$2.09B
| – | – |
-2,353
| Closed | -$217K |
|
767
lululemon athletica
LULU
$19B
| – | – |
-38,643
| Closed | -$14.8M |
|
768
LyondellBasell Industries
LYB
$17.8B
| – | – |
-49,501
| Closed | -$3.68M |
|
769
Lyft
LYFT
$7.73B
| – | – |
-1,827,323
| Closed | -$23.6M |
|
770
MGM Resorts International
MGM
$9.4B
| – | – |
-419,332
| Closed | -$14.5M |
|
771
Mirion Technologies
MIR
$5.24B
| – | – |
-243,755
| Closed | -$4.25M |
|
772
3M
MMM
$84.1B
| – | – |
-1,585
| Closed | -$205K |
|
773
Moderna
MRNA
$9.15B
| – | – |
-605,782
| Closed | -$25.2M |
|
774
Murphy USA
MUSA
$7.53B
| – | – |
-407
| Closed | -$204K |
|
775
Noble Corp
NE
$4.81B
| – | – |
-26,355
| Closed | -$828K |
|