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 | |
|---|---|---|---|---|---|---|
276
Cummins
CMI
$54.4B
| $8.3M | 0.05% |
34,629
+5,953
| +21% | +$1.43M |
|
277
Canadian Pacific Kansas City
CP
$68.6B
| $8.27M | 0.05% |
104,166
+7,436
| +8% | +$591K |
|
278
Sanmina
SANM
$6.27B
| $8.2M | 0.05% |
159,544
+1,832
| +1% | +$94.1K |
|
279
Gentex
GNTX
$6.19B
| $8.18M | 0.05% |
250,599
-569
| -0.2% | -$18.6K |
|
280
CNO Financial Group
CNO
$3.82B
| $8.18M | 0.05% |
293,339
-27,949
| -9% | -$780K |
|
281
Coca-Cola Consolidated
COKE
$10.7B
| $8.15M | 0.05% |
87,750
-9,360
| -10% | -$869K |
|
282
United Airlines
UAL
$34.2B
| $8.13M | 0.05% |
+196,976
| New | +$8.13M |
|
|
BECN
283
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $8.12M | 0.05% |
93,280
+50,161
| +116% | +$4.37M |
|
284
Wingstop
WING
$8.03B
| $8.1M | 0.05% |
31,587
-19,183
| -38% | -$4.92M |
|
285
NETSCOUT
NTCT
$1.8B
| $8.08M | 0.05% |
368,047
+123,556
| +51% | +$2.71M |
|
286
WisdomTree
WT
$2.01B
| $8.07M | 0.05% |
1,164,196
-184,756
| -14% | -$1.28M |
|
287
PACCAR
PCAR
$51.2B
| $7.99M | 0.04% |
81,848
-124,921
| -60% | -$12.2M |
|
288
KB Home
KBH
$4.49B
| $7.95M | 0.04% |
127,241
+18,347
| +17% | +$1.15M |
|
289
GSK
GSK
$82.1B
| $7.93M | 0.04% |
214,020
+35,982
| +20% | +$1.33M |
|
290
Matsons
MATX
$3.29B
| $7.9M | 0.04% |
72,110
+3,627
| +5% | +$398K |
|
291
Thomson Reuters
TRI
$79.2B
| $7.8M | 0.04% |
53,356
+943
| +2% | +$138K |
|
292
Ralph Lauren
RL
$18.8B
| $7.8M | 0.04% |
54,079
-2,047
| -4% | -$295K |
|
293
DocuSign
DOCU
$16B
| $7.78M | 0.04% |
130,793
+70,650
| +117% | +$4.2M |
|
294
Tyson Foods
TSN
$19.9B
| $7.77M | 0.04% |
144,556
-415,502
| -74% | -$22.3M |
|
295
ODP
ODP
$621M
| $7.77M | 0.04% |
137,995
+2,459
| +2% | +$138K |
|
296
HF Sinclair
DINO
$9.81B
| $7.7M | 0.04% |
138,639
-37,268
| -21% | -$2.07M |
|
297
Post Holdings
POST
$5.75B
| $7.68M | 0.04% |
87,195
-7,151
| -8% | -$630K |
|
298
American International
AIG
$43.5B
| $7.67M | 0.04% |
113,279
+48,116
| +74% | +$3.26M |
|
|
PXD
299
DELISTED
Pioneer Natural Resource Co.
PXD
| $7.64M | 0.04% |
33,962
-73,431
| -68% | -$16.5M |
|
300
Flowers Foods
FLO
$3.13B
| $7.59M | 0.04% |
337,048
+41,770
| +14% | +$940K |
|