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 | |
|---|---|---|---|---|---|---|
201
Arrow Electronics
ARW
$6.57B
| $16.3M | 0.07% |
127,823
-13,873
| -10% | -$1.77M |
|
202
ADT
ADT
$7.13B
| $16.2M | 0.07% |
1,914,762
+1,297,926
| +210% | +$11M |
|
203
Synopsys
SNPS
$111B
| $16.2M | 0.07% |
31,574
-53,822
| -63% | -$27.6M |
|
204
Gulfport Energy Corp
GPOR
$3.08B
| $16.1M | 0.07% |
80,098
+1,589
| +2% | +$320K |
|
205
Regions Financial
RF
$24.1B
| $16.1M | 0.06% |
682,886
+637,551
| +1,406% | +$15M |
|
206
DaVita
DVA
$9.86B
| $16M | 0.06% |
112,107
-116,165
| -51% | -$16.5M |
|
207
BP
BP
$87.4B
| $15.7M | 0.06% |
523,719
-539,692
| -51% | -$16.2M |
|
208
Remitly
RELY
$4.02B
| $15.6M | 0.06% |
829,617
+201,657
| +32% | +$3.79M |
|
209
Coca-Cola
KO
$292B
| $15.6M | 0.06% |
219,907
-68,855
| -24% | -$4.87M |
|
210
Flex
FLEX
$20.8B
| $15.4M | 0.06% |
307,742
-148,378
| -33% | -$7.41M |
|
211
Tenet Healthcare
THC
$17.3B
| $15.3M | 0.06% |
87,163
-112,813
| -56% | -$19.9M |
|
212
Vertex Pharmaceuticals
VRTX
$102B
| $15.3M | 0.06% |
+34,390
| New | +$15.3M |
|
213
Carpenter Technology
CRS
$12.3B
| $15M | 0.06% |
54,388
-88,862
| -62% | -$24.6M |
|
214
Brinker International
EAT
$7.04B
| $14.9M | 0.06% |
82,638
+61,308
| +287% | +$11.1M |
|
215
JPMorgan Chase
JPM
$809B
| $14.9M | 0.06% |
51,287
-31,180
| -38% | -$9.04M |
|
216
ConocoPhillips
COP
$116B
| $14.9M | 0.06% |
165,634
+154,755
| +1,423% | +$13.9M |
|
217
Huntington Bancshares
HBAN
$25.7B
| $14.6M | 0.06% |
872,177
+858,507
| +6,280% | +$14.4M |
|
218
Devon Energy
DVN
$22.1B
| $14.6M | 0.06% |
459,327
+73,659
| +19% | +$2.34M |
|
219
Rambus
RMBS
$8.05B
| $14.5M | 0.06% |
226,869
+148,790
| +191% | +$9.53M |
|
220
Jabil
JBL
$22.5B
| $14.3M | 0.06% |
+65,595
| New | +$14.3M |
|
221
Open Text
OTEX
$8.45B
| $14.3M | 0.06% |
488,866
-2,377
| -0.5% | -$69.3K |
|
222
Cal-Maine
CALM
$5.52B
| $13.7M | 0.06% |
137,840
+74,443
| +117% | +$7.42M |
|
|
SARO
223
StandardAero, Inc.
SARO
$8.88B
| $13.6M | 0.06% |
+430,528
| New | +$13.6M |
|
224
Paycom
PAYC
$12.6B
| $13.3M | 0.05% |
57,552
+37,702
| +190% | +$8.72M |
|
225
KeyCorp
KEY
$20.8B
| $13.3M | 0.05% |
+763,030
| New | +$13.3M |
|