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 | |
|---|---|---|---|---|---|---|
151
Carlisle Companies
CSL
$16.4B
| $25.6M | 0.12% |
75,082
+20,558
| +38% | +$7M |
|
152
DT Midstream
DTM
$10.8B
| $25.5M | 0.12% |
263,962
-30,304
| -10% | -$2.92M |
|
153
Exxon Mobil
XOM
$475B
| $25.3M | 0.12% |
212,864
-263,617
| -55% | -$31.4M |
|
154
iShares China Large-Cap ETF
FXI
$6.8B
| $24.8M | 0.11% |
691,242
-390,646
| -36% | -$14M |
|
155
ASML
ASML
$314B
| $24.5M | 0.11% |
37,023
+22,914
| +162% | +$15.2M |
|
156
UiPath
PATH
$6.29B
| $24.1M | 0.11% |
2,339,334
+1,192,280
| +104% | +$12.3M |
|
157
Arch Capital
ACGL
$33.5B
| $24M | 0.11% |
249,182
+71,148
| +40% | +$6.84M |
|
158
Zoetis
ZTS
$66.5B
| $23.7M | 0.11% |
144,034
+45,642
| +46% | +$7.51M |
|
159
Gold Fields
GFI
$33.4B
| $23.7M | 0.11% |
1,072,064
+256,951
| +32% | +$5.68M |
|
160
Yum China
YUMC
$16.2B
| $23.6M | 0.11% |
453,156
+128,201
| +39% | +$6.67M |
|
161
TechnipFMC
FTI
$16.8B
| $23.5M | 0.11% |
742,160
+462,492
| +165% | +$14.7M |
|
162
D.R. Horton
DHI
$52.2B
| $23.5M | 0.11% |
184,954
+180,173
| +3,769% | +$22.9M |
|
163
Sun Life Financial
SLF
$32.8B
| $23M | 0.11% |
402,095
+243,293
| +153% | +$13.9M |
|
164
AngloGold Ashanti
AU
$32.3B
| $23M | 0.11% |
619,079
+222,103
| +56% | +$8.24M |
|
165
Amdocs
DOX
$9.25B
| $23M | 0.11% |
251,118
+9,627
| +4% | +$881K |
|
166
Hims & Hers Health
HIMS
$11.5B
| $22.1M | 0.1% |
746,925
+735,345
| +6,350% | +$21.7M |
|
167
Crocs
CROX
$4.44B
| $22M | 0.1% |
207,577
-3,534
| -2% | -$375K |
|
168
AbbVie
ABBV
$370B
| $22M | 0.1% |
104,952
-181,411
| -63% | -$38M |
|
169
Duolingo
DUOL
$12.9B
| $21.8M | 0.1% |
70,357
+39,744
| +130% | +$12.3M |
|
170
CSX Corp
CSX
$59.4B
| $21.6M | 0.1% |
734,910
+418,066
| +132% | +$12.3M |
|
171
Robinhood
HOOD
$107B
| $21.5M | 0.1% |
516,823
-1,950,526
| -79% | -$81.2M |
|
172
Thomson Reuters
TRI
$77.5B
| $21.5M | 0.1% |
124,453
+48,812
| +65% | +$8.42M |
|
173
AXIS Capital
AXS
$7.53B
| $21.3M | 0.1% |
212,286
+94,586
| +80% | +$9.48M |
|
174
Booz Allen Hamilton
BAH
$12.6B
| $21.2M | 0.1% |
202,381
+133,099
| +192% | +$13.9M |
|
175
Diamondback Energy
FANG
$39.9B
| $21.1M | 0.1% |
+132,092
| New | +$21.1M |
|