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 | |
|---|---|---|---|---|---|---|
176
Marathon Petroleum
MPC
$54.8B
| $21M | 0.08% |
+126,493
| New | +$21M |
|
177
BorgWarner
BWA
$9.53B
| $21M | 0.08% |
626,889
-89,550
| -12% | -$3M |
|
178
Ameriprise Financial
AMP
$46.1B
| $20.9M | 0.08% |
39,197
-61,991
| -61% | -$33.1M |
|
179
Reinsurance Group of America
RGA
$12.8B
| $20.3M | 0.08% |
102,134
+14,859
| +17% | +$2.95M |
|
180
OGE Energy
OGE
$8.89B
| $19.6M | 0.08% |
440,979
+245,714
| +126% | +$10.9M |
|
181
Euronet Worldwide
EEFT
$3.74B
| $19.4M | 0.08% |
191,085
+49,073
| +35% | +$4.98M |
|
182
Onto Innovation
ONTO
$5.1B
| $19.2M | 0.08% |
190,614
-21,080
| -10% | -$2.13M |
|
183
Airbnb
ABNB
$75.8B
| $18.8M | 0.08% |
141,808
+126,333
| +816% | +$16.7M |
|
184
National Fuel Gas
NFG
$7.82B
| $18.7M | 0.08% |
220,775
+205,634
| +1,358% | +$17.4M |
|
185
Citizens Financial Group
CFG
$22.3B
| $18.6M | 0.08% |
416,134
+371,714
| +837% | +$16.6M |
|
186
Suncor Energy
SU
$48.5B
| $18.6M | 0.08% |
497,618
-625,566
| -56% | -$23.4M |
|
187
Canadian National Railway
CNI
$60.3B
| $18.5M | 0.07% |
178,290
-105,170
| -37% | -$10.9M |
|
188
Inspire Medical Systems
INSP
$2.56B
| $18.4M | 0.07% |
141,647
+68,796
| +94% | +$8.93M |
|
189
Allison Transmission
ALSN
$7.53B
| $18.2M | 0.07% |
191,591
+43,736
| +30% | +$4.15M |
|
190
Arch Capital
ACGL
$34.1B
| $17.7M | 0.07% |
194,325
-54,857
| -22% | -$4.99M |
|
191
Medtronic
MDT
$119B
| $17.6M | 0.07% |
202,166
+32,570
| +19% | +$2.84M |
|
192
DraftKings
DKNG
$23.1B
| $17.4M | 0.07% |
405,810
-54,509
| -12% | -$2.34M |
|
193
Freshworks
FRSH
$3.74B
| $17.2M | 0.07% |
1,151,495
+223,623
| +24% | +$3.33M |
|
194
Lincoln National
LNC
$7.98B
| $17.1M | 0.07% |
493,884
+20,251
| +4% | +$701K |
|
195
Kinross Gold
KGC
$26.9B
| $17M | 0.07% |
1,091,451
-452,052
| -29% | -$7.05M |
|
196
WillScot Mobile Mini Holdings
WSC
$4.32B
| $16.8M | 0.07% |
612,461
+157,183
| +35% | +$4.31M |
|
197
EOG Resources
EOG
$64.4B
| $16.6M | 0.07% |
138,699
-190,258
| -58% | -$22.8M |
|
198
M&T Bank
MTB
$31.2B
| $16.6M | 0.07% |
85,508
+77,083
| +915% | +$15M |
|
199
Brighthouse Financial
BHF
$2.48B
| $16.5M | 0.07% |
307,340
+24,724
| +9% | +$1.33M |
|
200
Synchrony
SYF
$28.1B
| $16.5M | 0.07% |
247,253
-383,586
| -61% | -$25.6M |
|