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 |
Lam Research
LRCX
|
$171M |
| 2 |
Constellation Energy
CEG
|
$149M |
| 3 |
Apple
AAPL
|
$131M |
| 4 |
Qualcomm
QCOM
|
$129M |
| 5 |
Broadcom
AVGO
|
$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$345M |
| 2 |
Walmart
WMT
|
$296M |
| 3 |
Johnson & Johnson
JNJ
|
$281M |
| 4 |
McDonald's
MCD
|
$255M |
| 5 |
Costco
COST
|
$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Sprott Uranium Miners ETF
URNM
$1.68B
| $11M | 0.06% |
239,811
+18,864
| +9% | +$865K |
|
252
Edwards Lifesciences
EW
$47.5B
| $10.9M | 0.06% |
165,451
-354,361
| -68% | -$23.4M |
|
253
Wingstop
WING
$8.65B
| $10.9M | 0.06% |
26,181
-14,625
| -36% | -$6.09M |
|
254
TechnipFMC
FTI
$16B
| $10.9M | 0.06% |
415,223
-508,119
| -55% | -$13.3M |
|
255
Tyson Foods
TSN
$20B
| $10.8M | 0.06% |
180,963
+124,508
| +221% | +$7.42M |
|
256
Grand Canyon Education
LOPE
$5.74B
| $10.8M | 0.06% |
75,947
-19,221
| -20% | -$2.73M |
|
257
Everest Group
EG
$14.3B
| $10.7M | 0.06% |
27,297
+3,834
| +16% | +$1.5M |
|
258
Lennox International
LII
$20.3B
| $10.5M | 0.06% |
17,448
+11,024
| +172% | +$6.66M |
|
259
Kraft Heinz
KHC
$32.3B
| $10.5M | 0.06% |
298,413
-937,984
| -76% | -$32.9M |
|
260
Aflac
AFL
$57.2B
| $10.3M | 0.06% |
92,031
-68,599
| -43% | -$7.67M |
|
261
Zoetis
ZTS
$67.9B
| $10.1M | 0.06% |
51,789
-30,926
| -37% | -$6.04M |
|
262
BioMarin Pharmaceuticals
BMRN
$11.1B
| $10M | 0.06% |
142,314
+107,330
| +307% | +$7.54M |
|
263
DaVita
DVA
$9.86B
| $9.87M | 0.06% |
60,226
-20,472
| -25% | -$3.36M |
|
264
Simpson Manufacturing
SSD
$8.15B
| $9.85M | 0.06% |
51,496
-31,508
| -38% | -$6.03M |
|
265
Civitas Resources
CIVI
$3.19B
| $9.81M | 0.06% |
193,699
+165,567
| +589% | +$8.39M |
|
266
Lowe's Companies
LOW
$151B
| $9.79M | 0.06% |
36,130
-93,313
| -72% | -$25.3M |
|
267
Acuity Brands
AYI
$10.4B
| $9.78M | 0.06% |
35,499
+15,433
| +77% | +$4.25M |
|
268
MarketAxess Holdings
MKTX
$7.01B
| $9.75M | 0.06% |
38,037
-25,135
| -40% | -$6.44M |
|
269
Uber
UBER
$190B
| $9.62M | 0.05% |
128,042
-626,619
| -83% | -$47.1M |
|
270
Emcor
EME
$28B
| $9.54M | 0.05% |
22,163
+5,902
| +36% | +$2.54M |
|
271
Cactus
WHD
$2.93B
| $9.5M | 0.05% |
+159,225
| New | +$9.5M |
|
272
Devon Energy
DVN
$22.1B
| $9.43M | 0.05% |
+240,959
| New | +$9.43M |
|
273
Bath & Body Works
BBWI
$6.06B
| $9.41M | 0.05% |
294,827
+13,225
| +5% | +$422K |
|
274
TD Synnex
SNX
$12.3B
| $9.31M | 0.05% |
77,506
+64,452
| +494% | +$7.74M |
|
275
Royal Bank of Canada
RY
$204B
| $9.25M | 0.05% |
74,025
+44,494
| +151% | +$5.56M |
|