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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Flex
FLEX
$20.8B
| $10.4M | 0.05% |
271,838
-103,614
| -28% | -$3.98M |
|
252
AXIS Capital
AXS
$7.62B
| $10.4M | 0.05% |
117,700
+37,577
| +47% | +$3.33M |
|
253
CSX Corp
CSX
$60.6B
| $10.2M | 0.05% |
316,844
-122,803
| -28% | -$3.96M |
|
254
KB Home
KBH
$4.63B
| $10.2M | 0.05% |
155,418
+25,490
| +20% | +$1.68M |
|
255
Brighthouse Financial
BHF
$2.48B
| $10.1M | 0.05% |
209,523
+139,356
| +199% | +$6.69M |
|
256
Kinross Gold
KGC
$26.9B
| $9.94M | 0.05% |
1,070,372
+519,169
| +94% | +$4.82M |
|
257
Duolingo
DUOL
$12.4B
| $9.93M | 0.05% |
30,613
+27,732
| +963% | +$8.99M |
|
258
Eastman Chemical
EMN
$7.93B
| $9.92M | 0.05% |
108,590
-9,655
| -8% | -$882K |
|
259
Devon Energy
DVN
$22.1B
| $9.84M | 0.05% |
300,789
+59,830
| +25% | +$1.96M |
|
260
Denison Mines
DNN
$2.11B
| $9.83M | 0.05% |
5,461,324
-2,898,491
| -35% | -$5.22M |
|
261
Lantheus
LNTH
$3.72B
| $9.81M | 0.05% |
109,678
+39,216
| +56% | +$3.51M |
|
262
ASML
ASML
$307B
| $9.78M | 0.04% |
14,109
-2,517
| -15% | -$1.74M |
|
263
Digital Realty Trust
DLR
$55.7B
| $9.57M | 0.04% |
53,979
+51,971
| +2,588% | +$9.22M |
|
264
Sun Life Financial
SLF
$32.4B
| $9.42M | 0.04% |
158,802
+139,455
| +721% | +$8.28M |
|
265
Molina Healthcare
MOH
$9.47B
| $9.34M | 0.04% |
32,076
+16,077
| +100% | +$4.68M |
|
266
Par Pacific Holdings
PARR
$1.72B
| $9.29M | 0.04% |
+566,991
| New | +$9.29M |
|
267
Dollar General
DG
$24.1B
| $9.25M | 0.04% |
121,967
-109,678
| -47% | -$8.32M |
|
268
Evercore
EVR
$12.3B
| $9.22M | 0.04% |
33,255
+8,492
| +34% | +$2.35M |
|
269
AngloGold Ashanti
AU
$30.2B
| $9.16M | 0.04% |
396,976
+211,008
| +113% | +$4.87M |
|
270
Tractor Supply
TSCO
$32.1B
| $9.02M | 0.04% |
+170,075
| New | +$9.02M |
|
271
Uranium Energy
UEC
$4.96B
| $9M | 0.04% |
1,345,352
-2,189,184
| -62% | -$14.6M |
|
272
TEGNA Inc
TGNA
$3.38B
| $8.93M | 0.04% |
488,006
+213,097
| +78% | +$3.9M |
|
273
Booz Allen Hamilton
BAH
$12.6B
| $8.92M | 0.04% |
+69,282
| New | +$8.92M |
|
274
Globe Life
GL
$11.3B
| $8.84M | 0.04% |
79,225
-3,335
| -4% | -$372K |
|
275
Assured Guaranty
AGO
$3.91B
| $8.83M | 0.04% |
98,102
+31,634
| +48% | +$2.85M |
|