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 | |
|---|---|---|---|---|---|---|
101
Coterra Energy
CTRA
$18.3B
| $41.6M | 0.17% |
1,638,229
-337,536
| -17% | -$8.57M |
|
102
Capital One
COF
$141B
| $41M | 0.17% |
192,576
+23,924
| +14% | +$5.09M |
|
103
Everest Group
EG
$14.6B
| $39.7M | 0.16% |
116,792
+23,020
| +25% | +$7.82M |
|
104
Lyft
LYFT
$7B
| $39.1M | 0.16% |
+2,478,837
| New | +$39.1M |
|
105
D.R. Horton
DHI
$51.5B
| $38.9M | 0.16% |
301,366
+116,412
| +63% | +$15M |
|
106
Super Micro Computer
SMCI
$23.7B
| $38.2M | 0.15% |
778,794
+418,372
| +116% | +$20.5M |
|
107
Gen Digital
GEN
$18.1B
| $37.9M | 0.15% |
1,289,190
+69,874
| +6% | +$2.05M |
|
108
Agnico Eagle Mines
AEM
$74.4B
| $37.8M | 0.15% |
317,717
-172,281
| -35% | -$20.5M |
|
109
GE Aerospace
GE
$293B
| $37.1M | 0.15% |
144,001
-74,837
| -34% | -$19.3M |
|
110
Vale
VALE
$43.6B
| $36.7M | 0.15% |
3,781,404
+2,857,074
| +309% | +$27.7M |
|
111
TE Connectivity
TEL
$60.6B
| $36.6M | 0.15% |
216,821
+92,740
| +75% | +$15.6M |
|
112
NXP Semiconductors
NXPI
$57.5B
| $36.1M | 0.15% |
165,250
+123,183
| +293% | +$26.9M |
|
113
Rio Tinto
RIO
$101B
| $36M | 0.15% |
617,885
-12,988
| -2% | -$758K |
|
114
Principal Financial Group
PFG
$17.8B
| $35.9M | 0.14% |
451,548
-2,888
| -0.6% | -$229K |
|
|
B
115
Barrick Mining Corporation
B
$46.2B
| $35.3M | 0.14% |
1,693,808
+359,279
| +27% | +$7.48M |
|
116
Philip Morris
PM
$253B
| $35.3M | 0.14% |
193,594
+96,346
| +99% | +$17.5M |
|
117
Edwards Lifesciences
EW
$47.6B
| $34.8M | 0.14% |
444,924
+382,402
| +612% | +$29.9M |
|
118
CoStar Group
CSGP
$37.1B
| $34.8M | 0.14% |
432,708
-553,285
| -56% | -$44.5M |
|
119
H&R Block
HRB
$6.81B
| $34.7M | 0.14% |
632,818
+108,375
| +21% | +$5.95M |
|
120
American International
AIG
$45.1B
| $34.6M | 0.14% |
404,596
+306,681
| +313% | +$26.2M |
|
121
Omnicom Group
OMC
$15B
| $33.9M | 0.14% |
470,806
+65,861
| +16% | +$4.74M |
|
122
Cencora
COR
$57.1B
| $33.9M | 0.14% |
112,906
+99,233
| +726% | +$29.8M |
|
123
S&P Global
SPGI
$164B
| $33.8M | 0.14% |
64,153
-80,328
| -56% | -$42.4M |
|
124
NetApp
NTAP
$23.2B
| $32.8M | 0.13% |
308,128
+291,201
| +1,720% | +$31M |
|
125
Lantheus
LNTH
$3.74B
| $32.6M | 0.13% |
397,852
+94,700
| +31% | +$7.75M |
|