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 | |
|---|---|---|---|---|---|---|
176
CVS Health
CVS
$93B
| $21M | 0.1% |
309,849
+148,345
| +92% | +$10.1M |
|
177
Ovintiv
OVV
$11B
| $20.9M | 0.1% |
488,113
+196,472
| +67% | +$8.41M |
|
178
TD Synnex
SNX
$12.4B
| $20.8M | 0.1% |
200,384
+16,633
| +9% | +$1.73M |
|
179
Coca-Cola
KO
$292B
| $20.7M | 0.1% |
288,762
-413,525
| -59% | -$29.6M |
|
180
PG&E
PCG
$33.7B
| $20.6M | 0.1% |
1,198,377
+456,766
| +62% | +$7.85M |
|
181
BorgWarner
BWA
$9.34B
| $20.5M | 0.1% |
716,439
+119,315
| +20% | +$3.42M |
|
182
JPMorgan Chase
JPM
$826B
| $20.2M | 0.09% |
+82,467
| New | +$20.2M |
|
183
Gentex
GNTX
$6.16B
| $20.2M | 0.09% |
867,544
+663,413
| +325% | +$15.5M |
|
184
KLA
KLAC
$123B
| $20.2M | 0.09% |
29,666
-86,175
| -74% | -$58.6M |
|
185
Leidos
LDOS
$23.1B
| $19.9M | 0.09% |
147,561
-38,911
| -21% | -$5.25M |
|
186
Taylor Morrison
TMHC
$6.89B
| $19.7M | 0.09% |
328,867
+250,743
| +321% | +$15.1M |
|
187
Kinross Gold
KGC
$27.9B
| $19.4M | 0.09% |
1,543,503
+473,131
| +44% | +$5.96M |
|
188
Global X Uranium ETF
URA
$4.32B
| $19.2M | 0.09% |
836,213
+168,252
| +25% | +$3.86M |
|
189
TransUnion
TRU
$17.7B
| $19M | 0.09% |
228,864
+19,075
| +9% | +$1.58M |
|
190
Fidelity National Information Services
FIS
$34.8B
| $18.7M | 0.09% |
249,789
-39,266
| -14% | -$2.93M |
|
191
KE Holdings
BEKE
$23.6B
| $17.7M | 0.08% |
881,219
+257,742
| +41% | +$5.18M |
|
192
TE Connectivity
TEL
$62B
| $17.5M | 0.08% |
124,081
+39,387
| +47% | +$5.57M |
|
193
Twilio
TWLO
$16.1B
| $17.2M | 0.08% |
176,025
+33,136
| +23% | +$3.24M |
|
194
Reinsurance Group of America
RGA
$12.7B
| $17.2M | 0.08% |
87,275
+69,192
| +383% | +$13.6M |
|
195
Lincoln National
LNC
$7.85B
| $17M | 0.08% |
473,633
+92,671
| +24% | +$3.33M |
|
196
Adtalem Global Education
ATGE
$4.82B
| $17M | 0.08% |
168,814
+101,707
| +152% | +$10.2M |
|
197
McDonald's
MCD
$218B
| $16.8M | 0.08% |
53,916
-75,418
| -58% | -$23.6M |
|
198
ATI
ATI
$10.5B
| $16.5M | 0.08% |
318,044
+241,312
| +314% | +$12.6M |
|
199
Raymond James Financial
RJF
$33.1B
| $16.4M | 0.08% |
+118,153
| New | +$16.4M |
|
200
Brighthouse Financial
BHF
$2.8B
| $16.4M | 0.08% |
282,616
+73,093
| +35% | +$4.24M |
|