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Bridgewater Associates
Nir Bar Dea · Hedge Fund · Macro
Bridgewater Associates is a global leader in institutional asset management, founded by Ray Dalio in 1975. Headquartered in Westport, Connecticut, the firm is widely recognized as the world's largest hedge fund, managing capital for a sophisticated clientele including pension funds, endowments, foundations, and central banks. Bridgewater is distinguished by its pursuit of a timeless and universal understanding of how markets and economies work, which it translates into systematic investment strategies. The firm is a pioneer in the industry, having introduced innovative concepts such as risk parity, currency overlay, and the separation of alpha and beta. Its flagship strategies include the Pure Alpha fund, designed to generate uncorrelated absolute returns, and the All Weather fund, which focuses on balanced risk across various economic environments. Driven by a unique corporate culture of radical transparency and an idea meritocracy, Bridgewater remains a dominant influence in the global macro-investment landscape.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.9% |
| YTD return | +14.6% |
| Sharpe ratio | 4.21 |
| Win rate | 43% |
| AUM | $9.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bridgewater.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MU | Micron Technology Inc | 12.5% | +0.8% |
| AMZN | Amazon.com Inc | 12.1% | +4.3% |
| NVDA | NVIDIA Corporation | 9.4% | +7.3% |
| GOOGL | Alphabet Inc Class A | 8.6% | +36.1% |
| AVGO | Broadcom Inc | 7.2% | -6.9% |
| AMD | Advanced Micro Devices Inc | 6.4% | +156.7% |
| MSFT | Microsoft Corporation | 5.1% | -5.2% |
| LRCX | Lam Research Corp | 4.9% | +95.1% |
| TSM | Taiwan Semiconductor Manufacturing | 4.5% | -0.6% |
| GEV | GE Vernova LLC | 4.4% | +55.1% |
| MRVL | Marvell Technology Group Ltd | 3.8% | +20.0% |
| AMAT | Applied Materials Inc | 2.9% | +8.2% |
| STX | Seagate Technology PLC | 2.9% | -3.1% |
| ANET | Arista Networks | 2.4% | +14.7% |
| ALAB | Astera Labs, Inc. | 2.4% | -16.3% |
| NEM | Newmont Goldcorp Corp | 2.2% | +17.1% |
| CRDO | Credo Technology Group Holding Ltd | 2.2% | -2.3% |
| ORCL | Oracle Corporation | 2.1% | -35.6% |
| KLAC | KLA-Tencor Corporation | 2.1% | -27.6% |
| JNJ | Johnson & Johnson | 1.8% | +4.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | SELL | ANET | 2.3% → 2.4% |
| Aug 3, 2026 | SELL | MU | 13.4% → 12.5% |
| Aug 3, 2026 | SELL | AAPL | 1.9% → 0.0% |
| Aug 3, 2026 | SELL | MSFT | 4.4% → 5.1% |
| Aug 3, 2026 | BUY | AVGO | 7.0% → 7.2% |
Investment Style Analysis
Bridgewater Associates is widely recognized for employing a Macro strategy. As of Aug 20, 2026, the firm oversees approximately $9.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Bridgewater Associates made a significant move by reducing the position in ANET. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bridgewater’s investment philosophy is centered on a fundamental, systematic, and diversified approach to global macro investing. The firm aims to uncover the deep-seated cause-and-effect relationships that drive economic and market outcomes, codifying these insights into rules-based systems that eliminate human bias and ensure consistency. A core tenet of their strategy is the 'Holy Grail of Investing,' which emphasizes the combination of uncorrelated return streams to maximize risk-adjusted performance. This approach is reflected in their 'Pure Alpha' strategy, which aggressively manages tactical moves across hundreds of global markets, and their 'All Weather' strategy, a risk-parity pioneer designed to perform reliably across different economic regimes of growth and inflation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bridgewater Associates.
Similar Investment Style
Based on Macro.
- U.S. Global Investors, Inc. — Frank Holmes · 3M +5.7%
- Soros Fund Management LLC — Dawn Fitzpatrick · 3M -0.7%
- Caxton Associates (USA) LLC — Andrew Law · 3M +3.1%
- The People's Bank of China — Pan Gongsheng · 3M -8.4%
Frequently asked questions
How is the simulated portfolio for Bridgewater Associates constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bridgewater Associates's largest holding?
As of the latest filing, Bridgewater Associates's top position is Micron Technology Inc (MU), representing 12.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bridgewater Associates's historical performance and risk profile?
Our simulation indicates a total return of +22.9% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 4.21, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Bridgewater Associates primarily invest in?
Bridgewater Associates has a strong preference for the Semiconductors sector, which makes up 48.4% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Bridgewater Associates's portfolio concentrated or diversified?
Bridgewater Associates runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bridgewater Associates performed in 2026?
Our AI-simulated model portfolio for Bridgewater Associates tracks a Year-to-Date (YTD) return of +14.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nir Bar Dea manage Bridgewater Associates directly?
Yes, Nir Bar Dea serves as the key portfolio manager for Bridgewater Associates, overseeing the investment strategy and final capital allocation decisions.