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 | |
|---|---|---|---|---|---|---|
76
Kroger
KR
$44.8B
| $64.4M | 0.26% |
897,125
+357,429
| +66% | +$25.6M |
|
77
State Street
STT
$31.7B
| $63.4M | 0.26% |
595,949
-159,743
| -21% | -$17M |
|
78
Universal Health Services
UHS
$11.5B
| $59.7M | 0.24% |
329,651
-3,007
| -0.9% | -$545K |
|
79
Atlassian
TEAM
$44.7B
| $59.3M | 0.24% |
291,824
+271,159
| +1,312% | +$55.1M |
|
80
CVS Health
CVS
$92.8B
| $57.7M | 0.23% |
836,588
+526,739
| +170% | +$36.3M |
|
81
Tapestry
TPR
$21.6B
| $56.2M | 0.23% |
639,529
-220,972
| -26% | -$19.4M |
|
82
United Therapeutics
UTHR
$17.8B
| $56.1M | 0.23% |
195,118
+1,334
| +0.7% | +$383K |
|
83
Match Group
MTCH
$9B
| $55.2M | 0.22% |
1,786,936
+441,402
| +33% | +$13.6M |
|
84
Grab
GRAB
$19.9B
| $53.2M | 0.21% |
10,581,592
+3,938,869
| +59% | +$19.8M |
|
85
Prudential Financial
PRU
$37.5B
| $52.6M | 0.21% |
489,520
-140,586
| -22% | -$15.1M |
|
86
GSK
GSK
$79.4B
| $51.6M | 0.21% |
1,344,042
+140,947
| +12% | +$5.41M |
|
87
Equinix
EQIX
$73.9B
| $50.4M | 0.2% |
63,346
+62,134
| +5,127% | +$49.4M |
|
88
Bank of New York Mellon
BK
$73.1B
| $50.3M | 0.2% |
551,977
-495,228
| -47% | -$45.1M |
|
89
Toll Brothers
TOL
$13.6B
| $49.4M | 0.2% |
432,926
+155,102
| +56% | +$17.7M |
|
90
Twilio
TWLO
$16B
| $46.8M | 0.19% |
376,378
+200,353
| +114% | +$24.9M |
|
|
91
Constellation Energy
CEG
$95.9B
| $46.8M | 0.19% |
145,003
-796,656
| -85% | -$257M |
|
92
Regeneron Pharmaceuticals
REGN
$60.6B
| $46.7M | 0.19% |
89,047
+68,056
| +324% | +$35.7M |
|
93
Intuit
INTU
$184B
| $46.3M | 0.19% |
+58,838
| New | +$46.3M |
|
94
EQT Corp
EQT
$32B
| $45.9M | 0.19% |
+787,156
| New | +$45.9M |
|
95
Unum
UNM
$12.3B
| $45.4M | 0.18% |
561,884
+39,625
| +8% | +$3.2M |
|
96
Zillow
Z
$20.3B
| $45.3M | 0.18% |
646,856
-45,761
| -7% | -$3.21M |
|
97
Newmont
NEM
$83.5B
| $44.6M | 0.18% |
764,822
-700,667
| -48% | -$40.8M |
|
|
TLN
98
Talen Energy Corporation Common Stock
TLN
$17.3B
| $44.5M | 0.18% |
152,997
+100,939
| +194% | +$29.4M |
|
99
Cardinal Health
CAH
$35.8B
| $43.5M | 0.18% |
258,755
+186,472
| +258% | +$31.3M |
|
100
AstraZeneca
AZN
$253B
| $43.4M | 0.18% |
620,904
-70,196
| -10% | -$4.91M |
|