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 | |
|---|---|---|---|---|---|---|
276
KB Home
KBH
$4.46B
| $9.08M | 0.05% |
128,136
+895
| +0.7% | +$63.4K |
|
277
CNO Financial Group
CNO
$3.8B
| $9.07M | 0.05% |
329,963
+36,624
| +12% | +$1.01M |
|
278
Yum! Brands
YUM
$40.5B
| $8.97M | 0.05% |
64,718
+8,795
| +16% | +$1.22M |
|
279
Robert Half
RHI
$3.56B
| $8.95M | 0.05% |
112,833
+68,988
| +157% | +$5.47M |
|
280
Henry Schein
HSIC
$8.17B
| $8.92M | 0.05% |
118,150
-140,752
| -54% | -$10.6M |
|
281
Vipshop
VIPS
$8.85B
| $8.89M | 0.05% |
537,151
-332,554
| -38% | -$5.5M |
|
282
BP
BP
$89.5B
| $8.85M | 0.04% |
234,927
+146,768
| +166% | +$5.53M |
|
283
Vertiv
VRT
$52.2B
| $8.77M | 0.04% |
107,438
+96,731
| +903% | +$7.9M |
|
284
Dentsply Sirona
XRAY
$2.73B
| $8.76M | 0.04% |
263,939
-62,549
| -19% | -$2.08M |
|
285
Assurant
AIZ
$10.6B
| $8.67M | 0.04% |
46,073
+2,989
| +7% | +$563K |
|
286
PBF Energy
PBF
$3.26B
| $8.65M | 0.04% |
150,224
-43,257
| -22% | -$2.49M |
|
287
Gold Fields
GFI
$33.1B
| $8.54M | 0.04% |
+537,642
| New | +$8.54M |
|
288
Brink's
BCO
$4.76B
| $8.39M | 0.04% |
90,836
+59,208
| +187% | +$5.47M |
|
289
Pinterest
PINS
$24B
| $8.37M | 0.04% |
241,375
-130,531
| -35% | -$4.53M |
|
290
Principal Financial Group
PFG
$17.8B
| $8.36M | 0.04% |
96,876
+91,229
| +1,616% | +$7.87M |
|
|
GMS
291
DELISTED
GMS Inc
GMS
| $8.33M | 0.04% |
85,563
+4,340
| +5% | +$422K |
|
292
Freshpet
FRPT
$2.61B
| $8.31M | 0.04% |
71,731
-10,646
| -13% | -$1.23M |
|
293
DaVita
DVA
$9.46B
| $8.23M | 0.04% |
59,651
-51,204
| -46% | -$7.07M |
|
294
Brown-Forman Class B
BF.B
$12.9B
| $8.22M | 0.04% |
159,271
-280,915
| -64% | -$14.5M |
|
295
Boyd Gaming
BYD
$6.84B
| $8.21M | 0.04% |
121,998
+16,657
| +16% | +$1.12M |
|
296
Terex
TEX
$3.45B
| $8.11M | 0.04% |
126,009
+26,430
| +27% | +$1.7M |
|
297
Global X Uranium ETF
URA
$4.31B
| $8.09M | 0.04% |
+280,641
| New | +$8.09M |
|
298
United Parks & Resorts
PRKS
$2.77B
| $8.09M | 0.04% |
143,915
+12,275
| +9% | +$690K |
|
299
Post Holdings
POST
$5.69B
| $8.08M | 0.04% |
76,025
-11,170
| -13% | -$1.19M |
|
300
Everest Group
EG
$14.3B
| $8.08M | 0.04% |
20,317
-50
| -0.2% | -$19.9K |
|