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 | |
|---|---|---|---|---|---|---|
101
Suncor Energy
SU
$50.1B
| $43.5M | 0.2% |
1,123,184
+388,474
| +53% | +$15M |
|
102
Uber
UBER
$196B
| $43.1M | 0.2% |
591,582
-20,726
| -3% | -$1.51M |
|
103
Unum
UNM
$11.9B
| $42.5M | 0.2% |
522,259
+182,628
| +54% | +$14.9M |
|
104
EOG Resources
EOG
$68.2B
| $42.2M | 0.2% |
328,957
+134,816
| +69% | +$17.3M |
|
105
Match Group
MTCH
$8.98B
| $42M | 0.19% |
1,345,534
+708,536
| +111% | +$22.1M |
|
106
Pfizer
PFE
$141B
| $41.9M | 0.19% |
1,653,544
+1,379,705
| +504% | +$35M |
|
107
VeriSign
VRSN
$25.5B
| $41.3M | 0.19% |
162,570
-4,516
| -3% | -$1.15M |
|
108
Comfort Systems
FIX
$24.8B
| $41.1M | 0.19% |
127,479
+26,546
| +26% | +$8.56M |
|
109
Principal Financial Group
PFG
$17.9B
| $38.3M | 0.18% |
454,436
+200,684
| +79% | +$16.9M |
|
110
Incyte
INCY
$16.5B
| $38M | 0.18% |
627,731
-44,046
| -7% | -$2.67M |
|
111
Rio Tinto
RIO
$102B
| $37.9M | 0.18% |
630,873
+136,126
| +28% | +$8.18M |
|
112
Builders FirstSource
BLDR
$15.3B
| $37.2M | 0.17% |
+297,758
| New | +$37.2M |
|
113
Synopsys
SNPS
$112B
| $36.6M | 0.17% |
85,396
+51,160
| +149% | +$21.9M |
|
114
Kroger
KR
$44.9B
| $36.5M | 0.17% |
539,696
+302,126
| +127% | +$20.5M |
|
115
Elevance Health
ELV
$71.8B
| $36.3M | 0.17% |
83,341
-70,557
| -46% | -$30.7M |
|
116
BP
BP
$90.8B
| $35.9M | 0.17% |
1,063,411
-212,624
| -17% | -$7.18M |
|
117
Genpact
G
$7.9B
| $35.4M | 0.16% |
701,899
+439,299
| +167% | +$22.1M |
|
118
Nutanix
NTNX
$18B
| $34.9M | 0.16% |
500,480
+277,783
| +125% | +$19.4M |
|
119
DaVita
DVA
$9.85B
| $34.9M | 0.16% |
228,272
-11,698
| -5% | -$1.79M |
|
120
Everest Group
EG
$14.3B
| $34.1M | 0.16% |
93,772
+49,574
| +112% | +$18M |
|
121
Alaska Air
ALK
$7.24B
| $33.8M | 0.16% |
+687,449
| New | +$33.8M |
|
122
Omnicom Group
OMC
$15.2B
| $33.6M | 0.16% |
404,945
+175,396
| +76% | +$14.5M |
|
123
Synchrony
SYF
$28.4B
| $33.4M | 0.15% |
630,839
+44,161
| +8% | +$2.34M |
|
124
Gen Digital
GEN
$18.6B
| $32.4M | 0.15% |
1,219,316
+915,068
| +301% | +$24.3M |
|
125
Procter & Gamble
PG
$368B
| $31.5M | 0.15% |
184,716
-254,890
| -58% | -$43.4M |
|