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 | |
|---|---|---|---|---|---|---|
276
Hudbay
HBM
$5.03B
| $8.83M | 0.04% |
1,088,562
+323,574
| +42% | +$2.62M |
|
277
Quanta Services
PWR
$55.5B
| $8.79M | 0.04% |
27,797
-11,285
| -29% | -$3.57M |
|
278
Texas Roadhouse
TXRH
$11.2B
| $8.75M | 0.04% |
48,481
-35,347
| -42% | -$6.38M |
|
279
Labcorp
LH
$23.2B
| $8.36M | 0.04% |
36,452
-113,426
| -76% | -$26M |
|
280
Gen Digital
GEN
$18.2B
| $8.33M | 0.04% |
304,248
-213,343
| -41% | -$5.84M |
|
281
Simpson Manufacturing
SSD
$8.15B
| $8.25M | 0.04% |
49,776
-1,720
| -3% | -$285K |
|
282
TechnipFMC
FTI
$16B
| $8.09M | 0.04% |
279,668
-135,555
| -33% | -$3.92M |
|
283
Edwards Lifesciences
EW
$47.5B
| $8.02M | 0.04% |
108,285
-57,166
| -35% | -$4.23M |
|
284
CRH
CRH
$75.4B
| $7.88M | 0.04% |
85,155
+60,974
| +252% | +$5.64M |
|
285
Century Aluminum
CENX
$2.06B
| $7.86M | 0.04% |
431,279
+183,875
| +74% | +$3.35M |
|
286
J.M. Smucker
SJM
$12B
| $7.72M | 0.04% |
70,074
-27,244
| -28% | -$3M |
|
287
Nextracker
NXT
$10.4B
| $7.71M | 0.04% |
210,996
-117,717
| -36% | -$4.3M |
|
288
Ally Financial
ALLY
$12.7B
| $7.64M | 0.04% |
212,301
+76,652
| +57% | +$2.76M |
|
289
DexCom
DXCM
$31.6B
| $7.62M | 0.03% |
97,938
-221,691
| -69% | -$17.2M |
|
290
Rivian
RIVN
$17.2B
| $7.58M | 0.03% |
+570,260
| New | +$7.58M |
|
291
Teradata
TDC
$1.99B
| $7.57M | 0.03% |
242,973
+72,082
| +42% | +$2.25M |
|
292
Idacorp
IDA
$6.77B
| $7.55M | 0.03% |
+69,061
| New | +$7.55M |
|
293
Tencent Music
TME
$37.7B
| $7.51M | 0.03% |
661,441
-105,706
| -14% | -$1.2M |
|
294
Coca-Cola Consolidated
COKE
$10.5B
| $7.41M | 0.03% |
58,780
-34,560
| -37% | -$4.35M |
|
295
Scotiabank
BNS
$78.8B
| $7.38M | 0.03% |
137,431
+55,202
| +67% | +$2.96M |
|
296
Sibanye-Stillwater
SBSW
$6.08B
| $7.36M | 0.03% |
2,229,536
-1,047,118
| -32% | -$3.46M |
|
297
Civitas Resources
CIVI
$3.19B
| $7.34M | 0.03% |
160,053
-33,646
| -17% | -$1.54M |
|
298
CNO Financial Group
CNO
$3.85B
| $7.34M | 0.03% |
197,191
+9,981
| +5% | +$371K |
|
299
Grab
GRAB
$21B
| $7.29M | 0.03% |
+1,545,359
| New | +$7.29M |
|
300
Pfizer
PFE
$141B
| $7.26M | 0.03% |
273,839
+261,992
| +2,211% | +$6.95M |
|