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 | |
|---|---|---|---|---|---|---|
126
Brookfield
BN
$99.5B
| $31.5M | 0.13% |
510,755
-61,040
| -11% | -$3.77M |
|
127
Sprouts Farmers Market
SFM
$13.6B
| $31.5M | 0.13% |
191,028
+130,057
| +213% | +$21.4M |
|
128
Marvell Technology
MRVL
$54.6B
| $31.1M | 0.13% |
401,538
+371,205
| +1,224% | +$28.7M |
|
129
Toast
TOST
$24B
| $30.7M | 0.12% |
694,076
-237,487
| -25% | -$10.5M |
|
130
UiPath
PATH
$6.15B
| $30.7M | 0.12% |
2,398,268
+58,934
| +3% | +$754K |
|
131
Carlisle Companies
CSL
$16.9B
| $30.3M | 0.12% |
81,205
+6,123
| +8% | +$2.29M |
|
132
Cognizant
CTSH
$35.1B
| $30.1M | 0.12% |
386,146
+347,464
| +898% | +$27.1M |
|
133
Hims & Hers Health
HIMS
$10.9B
| $29.8M | 0.12% |
598,029
-148,896
| -20% | -$7.42M |
|
134
Dynatrace
DT
$15.1B
| $29.8M | 0.12% |
539,810
-59,330
| -10% | -$3.28M |
|
135
Amdocs
DOX
$9.46B
| $29.1M | 0.12% |
318,668
+67,550
| +27% | +$6.16M |
|
136
Ovintiv
OVV
$10.6B
| $28.2M | 0.11% |
741,422
+253,309
| +52% | +$9.64M |
|
137
DT Midstream
DTM
$10.7B
| $28.1M | 0.11% |
255,907
-8,055
| -3% | -$885K |
|
138
Leidos
LDOS
$23B
| $28.1M | 0.11% |
178,191
+30,630
| +21% | +$4.83M |
|
139
TechnipFMC
FTI
$16B
| $28M | 0.11% |
812,545
+70,385
| +9% | +$2.42M |
|
140
Ulta Beauty
ULTA
$23.1B
| $27.4M | 0.11% |
+58,569
| New | +$27.4M |
|
141
AXIS Capital
AXS
$7.62B
| $27.4M | 0.11% |
263,737
+51,451
| +24% | +$5.34M |
|
142
Ryanair
RYAAY
$32.1B
| $27.2M | 0.11% |
471,291
+96,824
| +26% | +$5.58M |
|
143
Cameco
CCJ
$33B
| $27.2M | 0.11% |
366,148
-781,027
| -68% | -$57.9M |
|
144
Incyte
INCY
$16.9B
| $26.8M | 0.11% |
394,084
-233,647
| -37% | -$15.9M |
|
145
Globe Life
GL
$11.3B
| $26.5M | 0.11% |
213,320
+127,147
| +148% | +$15.8M |
|
146
Lennar Class A
LEN
$36.7B
| $26.4M | 0.11% |
238,744
+179,675
| +304% | +$19.9M |
|
147
T-Mobile US
TMUS
$284B
| $26.3M | 0.11% |
110,235
+92,812
| +533% | +$22.1M |
|
148
Gentex
GNTX
$6.25B
| $26.1M | 0.11% |
1,187,774
+320,230
| +37% | +$7.04M |
|
149
Globus Medical
GMED
$8.18B
| $25.8M | 0.1% |
436,639
+303,527
| +228% | +$17.9M |
|
150
Keysight
KEYS
$28.9B
| $25.4M | 0.1% |
+154,712
| New | +$25.4M |
|