Ray Dalio’s Bridgewater Associates has made a bold move by significantly increasing its stake in Alibaba Group (BABA). According to the latest 13F filing, Bridgewater’s position in Alibaba grew by over 3,360% in the first quarter of 2025, rising from approximately $21.6 million at the end of 2024 to about $727 million by March 31, 2025. This dramatic shift has placed Alibaba among Bridgewater’s largest holdings and is a clear sign of Dalio’s confidence in the Chinese tech giant.
The trade is particularly interesting given the ongoing U.S.-China trade war that’s left both U.S. and Chinese stocks experiencing a period of near-unprecedented volatility. Given President Donald Trump’s active stance against U.S. companies manufacturing in China, it’s a bold play by the legendary hedge fund.
