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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cenovus Energy
CVE
$28.7B
| $18.7M | 0.09% |
1,231,400
-798,936
| -39% | -$12.1M |
|
177
Starbucks
SBUX
$97.1B
| $18.3M | 0.08% |
200,057
-166,250
| -45% | -$15.2M |
|
178
Global X Uranium ETF
URA
$4.17B
| $17.9M | 0.08% |
667,961
-581,615
| -47% | -$15.6M |
|
179
Imperial Oil
IMO
$44.4B
| $17.3M | 0.08% |
281,033
+79,907
| +40% | +$4.92M |
|
180
Planet Fitness
PLNT
$8.77B
| $17.3M | 0.08% |
174,936
+235
| +0.1% | +$23.2K |
|
181
First Solar
FSLR
$22B
| $16.7M | 0.08% |
94,963
+4,974
| +6% | +$877K |
|
182
Synopsys
SNPS
$111B
| $16.6M | 0.08% |
+34,236
| New | +$16.6M |
|
183
Baidu
BIDU
$35.1B
| $16.6M | 0.08% |
196,590
+82,306
| +72% | +$6.94M |
|
184
Arch Capital
ACGL
$34.1B
| $16.4M | 0.08% |
178,034
-29,885
| -14% | -$2.76M |
|
185
Corteva
CTVA
$49.1B
| $16.4M | 0.08% |
288,630
+158,439
| +122% | +$9.02M |
|
|
TXNM
186
TXNM Energy, Inc.
TXNM
$5.99B
| $16.2M | 0.07% |
328,454
+283,147
| +625% | +$13.9M |
|
187
Zoetis
ZTS
$67.9B
| $16M | 0.07% |
98,392
+46,603
| +90% | +$7.59M |
|
188
Everest Group
EG
$14.3B
| $16M | 0.07% |
44,198
+16,901
| +62% | +$6.13M |
|
189
Gulfport Energy Corp
GPOR
$3.08B
| $15.9M | 0.07% |
86,386
-30,530
| -26% | -$5.62M |
|
190
Kirby Corp
KEX
$4.97B
| $15.7M | 0.07% |
148,700
+93,295
| +168% | +$9.87M |
|
191
Yum China
YUMC
$16.5B
| $15.7M | 0.07% |
324,955
-12,518
| -4% | -$603K |
|
192
Twilio
TWLO
$16.7B
| $15.4M | 0.07% |
142,889
+50,260
| +54% | +$5.43M |
|
193
AutoNation
AN
$8.55B
| $15.3M | 0.07% |
90,373
+27,140
| +43% | +$4.61M |
|
194
FirstEnergy
FE
$25.1B
| $15.3M | 0.07% |
+384,527
| New | +$15.3M |
|
195
Mohawk Industries
MHK
$8.65B
| $15.3M | 0.07% |
128,014
+58,636
| +85% | +$6.99M |
|
196
PG&E
PCG
$33.2B
| $15M | 0.07% |
741,611
-631,080
| -46% | -$12.7M |
|
197
Schlumberger
SLB
$53.4B
| $14.8M | 0.07% |
387,238
-768,522
| -66% | -$29.5M |
|
198
lululemon athletica
LULU
$19.9B
| $14.8M | 0.07% |
38,643
-101,390
| -72% | -$38.8M |
|
199
Dynatrace
DT
$15.1B
| $14.8M | 0.07% |
271,877
+157,249
| +137% | +$8.55M |
|
200
Oracle
ORCL
$654B
| $14.7M | 0.07% |
+88,484
| New | +$14.7M |
|