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 |
Alphabet (Google) Class A
GOOGL
|
$502M |
| 2 |
NVIDIA
NVDA
|
$394M |
| 3 |
Apple
AAPL
|
$316M |
| 4 |
Amazon
AMZN
|
$189M |
| 5 |
Microsoft
MSFT
|
$161M |
Top Sells
| 1 |
Costco
COST
|
$112M |
| 2 |
Coca-Cola
KO
|
$105M |
| 3 |
Pinduoduo
PDD
|
$104M |
| 4 |
Cisco
CSCO
|
$90M |
| 5 |
Procter & Gamble
PG
|
$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Globe Life
GL
$11.3B
| $12.1M | 0.06% |
104,212
-1,240
| -1% | -$144K |
|
227
Walt Disney
DIS
$213B
| $12.1M | 0.06% |
+99,109
| New | +$12.1M |
|
228
Enphase Energy
ENPH
$5.03B
| $12.1M | 0.06% |
99,705
+77,232
| +344% | +$9.34M |
|
229
Group 1 Automotive
GPI
$6.23B
| $11.8M | 0.06% |
40,355
+7,525
| +23% | +$2.2M |
|
230
Legend Biotech
LEGN
$6.52B
| $11.7M | 0.06% |
208,900
-121,191
| -37% | -$6.8M |
|
231
Tencent Music
TME
$37.5B
| $11.7M | 0.06% |
1,045,990
-594,568
| -36% | -$6.65M |
|
232
Humana
HUM
$36.9B
| $11.7M | 0.06% |
33,706
-90,772
| -73% | -$31.5M |
|
233
Northern Oil and Gas
NOG
$2.4B
| $11.6M | 0.06% |
291,735
+89,284
| +44% | +$3.54M |
|
234
KE Holdings
BEKE
$22.6B
| $11.4M | 0.06% |
833,496
-514,279
| -38% | -$7.06M |
|
235
Omnicom Group
OMC
$15.2B
| $11.4M | 0.06% |
117,806
+15,482
| +15% | +$1.5M |
|
236
Kosmos Energy
KOS
$789M
| $11.4M | 0.06% |
1,910,911
+793,972
| +71% | +$4.73M |
|
237
Royalty Pharma
RPRX
$15.3B
| $11.3M | 0.06% |
371,462
+350,314
| +1,656% | +$10.6M |
|
238
Range Resources
RRC
$8.11B
| $11.3M | 0.06% |
326,882
-201,160
| -38% | -$6.93M |
|
239
AT&T
T
$208B
| $11M | 0.06% |
626,209
-2,127,612
| -77% | -$37.4M |
|
|
SWAV
240
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $11M | 0.06% |
33,699
-5,766
| -15% | -$1.88M |
|
241
ZTO Express
ZTO
$14.9B
| $11M | 0.06% |
523,693
-301,940
| -37% | -$6.32M |
|
242
Gulfport Energy Corp
GPOR
$3.03B
| $10.9M | 0.06% |
68,068
+30,780
| +83% | +$4.93M |
|
243
Dynatrace
DT
$14.8B
| $10.9M | 0.06% |
234,404
+76,231
| +48% | +$3.54M |
|
244
Eastman Chemical
EMN
$7.8B
| $10.8M | 0.05% |
107,555
+12,329
| +13% | +$1.24M |
|
245
State Street
STT
$32B
| $10.8M | 0.05% |
+139,109
| New | +$10.8M |
|
246
Valaris
VAL
$3.53B
| $10.6M | 0.05% |
140,390
+96,444
| +219% | +$7.26M |
|
247
Akamai
AKAM
$11.3B
| $10.4M | 0.05% |
+95,974
| New | +$10.4M |
|
|
WIRE
248
DELISTED
Encore Wire Corp
WIRE
| $10.4M | 0.05% |
39,538
-307
| -0.8% | -$80.7K |
|
249
Insight Enterprises
NSIT
$4.07B
| $10.4M | 0.05% |
56,000
+43,945
| +365% | +$8.15M |
|
250
Zoetis
ZTS
$67.5B
| $10.2M | 0.05% |
60,434
+39,979
| +195% | +$6.76M |
|