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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fortinet
FTNT
$60.4B
| $9.02M | 0.05% |
+153,688
| New | +$9.02M |
|
|
HZNP
252
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $8.94M | 0.05% |
77,311
+6,567
| +9% | +$760K |
|
253
Consolidated Edison
ED
$35.4B
| $8.91M | 0.05% |
104,174
+77,115
| +285% | +$6.6M |
|
254
Permian Resources
PR
$9.75B
| $8.79M | 0.05% |
+629,653
| New | +$8.79M |
|
255
NVR
NVR
$23.5B
| $8.75M | 0.05% |
1,468
+442
| +43% | +$2.64M |
|
|
SWAV
256
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $8.67M | 0.05% |
43,528
+3,736
| +9% | +$744K |
|
257
Nexstar Media Group
NXST
$6.31B
| $8.66M | 0.05% |
60,386
+44,482
| +280% | +$6.38M |
|
258
Ross Stores
ROST
$49.4B
| $8.66M | 0.05% |
76,639
+42,030
| +121% | +$4.75M |
|
|
EXE
259
Expand Energy Corporation Common Stock
EXE
$22.7B
| $8.62M | 0.05% |
+99,960
| New | +$8.62M |
|
260
Sanmina
SANM
$6.44B
| $8.56M | 0.05% |
157,712
+92,614
| +142% | +$5.03M |
|
261
Constellation Energy
CEG
$94.2B
| $8.53M | 0.05% |
+78,197
| New | +$8.53M |
|
262
Exelon
EXC
$43.9B
| $8.5M | 0.05% |
224,855
+205,976
| +1,091% | +$7.78M |
|
|
TWNK
263
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $8.46M | 0.05% |
253,837
+11,920
| +5% | +$397K |
|
264
NextEra Energy, Inc.
NEE
$146B
| $8.39M | 0.05% |
146,496
+88,250
| +152% | +$5.06M |
|
265
Suncor Energy
SU
$48.5B
| $8.34M | 0.05% |
241,411
+133,231
| +123% | +$4.6M |
|
|
WIRE
266
DELISTED
Encore Wire Corp
WIRE
| $8.25M | 0.05% |
45,188
+38,155
| +543% | +$6.96M |
|
267
Deckers Outdoor
DECK
$17.9B
| $8.24M | 0.05% |
+96,210
| New | +$8.24M |
|
268
Evercore
EVR
$12.3B
| $8.18M | 0.05% |
59,354
+41,438
| +231% | +$5.71M |
|
269
Gentex
GNTX
$6.25B
| $8.17M | 0.05% |
251,168
+68,631
| +38% | +$2.23M |
|
270
Post Holdings
POST
$5.88B
| $8.09M | 0.05% |
94,346
+2,443
| +3% | +$209K |
|
271
Cohen & Steers
CNS
$3.7B
| $8.01M | 0.05% |
127,851
+14,549
| +13% | +$912K |
|
272
NXP Semiconductors
NXPI
$57.2B
| $7.83M | 0.05% |
39,155
-74,284
| -65% | -$14.9M |
|
273
RELX
RELX
$85.9B
| $7.82M | 0.05% |
231,958
-5,629
| -2% | -$190K |
|
274
Sealed Air
SEE
$4.82B
| $7.8M | 0.05% |
237,272
+204,890
| +633% | +$6.73M |
|
275
LPL Financial
LPLA
$26.6B
| $7.77M | 0.05% |
32,694
+26,734
| +449% | +$6.35M |
|