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 |
Eli Lilly
LLY
|
$149M |
| 2 |
NVIDIA
NVDA
|
$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$96.2M |
| 4 |
Comcast
CMCSA
|
$72.7M |
| 5 |
Progressive
PGR
|
$70.4M |
Top Sells
| 1 |
Costco
COST
|
$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$82.1M |
| 3 |
Coca-Cola
KO
|
$58.5M |
| 4 |
Broadcom
AVGO
|
$58.3M |
| 5 |
Lam Research
LRCX
|
$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kanzhun
BZ
$11.1B
| $11.4M | 0.06% |
685,290
-89,853
| -12% | -$1.49M |
|
227
Steel Dynamics
STLD
$19.7B
| $11.3M | 0.06% |
95,441
-64,232
| -40% | -$7.59M |
|
228
PVH
PVH
$4.05B
| $11.2M | 0.06% |
92,027
-33,305
| -27% | -$4.07M |
|
229
Arrow Electronics
ARW
$6.48B
| $11.2M | 0.06% |
91,757
+13,729
| +18% | +$1.68M |
|
230
Jazz Pharmaceuticals
JAZZ
$7.87B
| $11.1M | 0.06% |
90,416
+2,640
| +3% | +$325K |
|
231
Cameco
CCJ
$33.6B
| $10.9M | 0.06% |
252,707
-51,492
| -17% | -$2.23M |
|
232
Qualcomm
QCOM
$172B
| $10.9M | 0.06% |
75,595
-303,161
| -80% | -$43.8M |
|
233
Canadian Natural Resources
CNQ
$63B
| $10.9M | 0.06% |
+330,888
| New | +$10.9M |
|
234
Fox Class A
FOXA
$27.8B
| $10.9M | 0.06% |
366,231
+52,767
| +17% | +$1.57M |
|
235
Realty Income
O
$53.8B
| $10.8M | 0.06% |
+188,865
| New | +$10.8M |
|
236
Hormel Foods
HRL
$14B
| $10.8M | 0.06% |
336,765
-83,350
| -20% | -$2.68M |
|
237
AstraZeneca
AZN
$252B
| $10.8M | 0.06% |
160,050
+46,241
| +41% | +$3.11M |
|
238
TechnipFMC
FTI
$16.2B
| $10.7M | 0.06% |
530,475
-15,815
| -3% | -$319K |
|
239
Cohen & Steers
CNS
$3.69B
| $10.6M | 0.06% |
140,544
+12,693
| +10% | +$961K |
|
240
Crocs
CROX
$4.75B
| $10.6M | 0.06% |
113,083
-12,873
| -10% | -$1.2M |
|
241
Electronic Arts
EA
$41.8B
| $10.1M | 0.06% |
74,128
-33,324
| -31% | -$4.56M |
|
242
DXC Technology
DXC
$2.63B
| $10.1M | 0.06% |
442,396
-111,390
| -20% | -$2.55M |
|
243
Group 1 Automotive
GPI
$6.17B
| $10M | 0.06% |
32,830
-1,262
| -4% | -$385K |
|
244
Travelers Companies
TRV
$61.7B
| $9.95M | 0.06% |
52,248
+44,955
| +616% | +$8.56M |
|
245
EXL Service
EXLS
$7.14B
| $9.94M | 0.06% |
322,113
+166,550
| +107% | +$5.14M |
|
246
Penumbra
PEN
$11.1B
| $9.8M | 0.05% |
38,941
+21,800
| +127% | +$5.48M |
|
247
LPL Financial
LPLA
$27.2B
| $9.74M | 0.05% |
42,799
+10,105
| +31% | +$2.3M |
|
248
Flex
FLEX
$20.8B
| $9.64M | 0.05% |
419,942
+255,804
| +156% | +$5.87M |
|
249
Hewlett Packard
HPE
$31B
| $9.55M | 0.05% |
562,336
+122,438
| +28% | +$2.08M |
|
250
Marsh & McLennan
MMC
$99.6B
| $9.34M | 0.05% |
49,271
+34,281
| +229% | +$6.5M |
|