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 | |
|---|---|---|---|---|---|---|
301
Jabil
JBL
$22.5B
| $8.05M | 0.04% |
60,064
-6,236
| -9% | -$835K |
|
302
Primerica
PRI
$8.79B
| $7.9M | 0.04% |
31,243
-219
| -0.7% | -$55.4K |
|
303
Taylor Morrison
TMHC
$6.92B
| $7.86M | 0.04% |
126,438
+68,645
| +119% | +$4.27M |
|
304
Deckers Outdoor
DECK
$17.1B
| $7.85M | 0.04% |
+50,070
| New | +$7.85M |
|
305
Ero Copper
ERO
$1.63B
| $7.82M | 0.04% |
405,157
+136,494
| +51% | +$2.63M |
|
306
Progress Software
PRGS
$1.85B
| $7.64M | 0.04% |
+143,341
| New | +$7.64M |
|
|
SWN
307
DELISTED
Southwestern Energy Company
SWN
| $7.61M | 0.04% |
1,003,849
-409,878
| -29% | -$3.11M |
|
308
ODP
ODP
$621M
| $7.53M | 0.04% |
142,026
+4,031
| +3% | +$214K |
|
309
Bath & Body Works
BBWI
$5.82B
| $7.49M | 0.04% |
+149,826
| New | +$7.49M |
|
310
CNX Resources
CNX
$4.12B
| $7.43M | 0.04% |
313,135
+258,913
| +478% | +$6.14M |
|
311
Element Solutions
ESI
$6.22B
| $7.34M | 0.04% |
293,693
-67,496
| -19% | -$1.69M |
|
312
Kanzhun
BZ
$11.1B
| $7.32M | 0.04% |
417,725
-267,565
| -39% | -$4.69M |
|
313
MACOM Technology Solutions
MTSI
$9.67B
| $7.31M | 0.04% |
+76,466
| New | +$7.31M |
|
314
Imperial Oil
IMO
$45.6B
| $7.31M | 0.04% |
105,824
-46,206
| -30% | -$3.19M |
|
315
MarketAxess Holdings
MKTX
$7.03B
| $7.29M | 0.04% |
33,244
-34,207
| -51% | -$7.5M |
|
316
Campbell Soup
CPB
$10.1B
| $7.21M | 0.04% |
162,198
-180,530
| -53% | -$8.02M |
|
317
InterDigital
IDCC
$7.89B
| $7.19M | 0.04% |
+67,538
| New | +$7.19M |
|
318
Moody's
MCO
$91.1B
| $7.18M | 0.04% |
+18,256
| New | +$7.18M |
|
319
Coca-Cola Consolidated
COKE
$10.7B
| $7.14M | 0.04% |
84,350
-3,400
| -4% | -$288K |
|
|
SGI
320
Somnigroup International Inc.
SGI
$17.7B
| $7.01M | 0.04% |
123,389
-135,259
| -52% | -$7.69M |
|
321
Textron
TXT
$14.4B
| $6.99M | 0.04% |
72,917
+5,990
| +9% | +$575K |
|
322
Federated Hermes
FHI
$4.08B
| $6.95M | 0.04% |
192,333
-29,665
| -13% | -$1.07M |
|
323
Planet Fitness
PLNT
$8.61B
| $6.93M | 0.04% |
110,703
+67,608
| +157% | +$4.23M |
|
324
Tenet Healthcare
THC
$17.4B
| $6.93M | 0.04% |
65,895
-10,449
| -14% | -$1.1M |
|
325
Interpublic Group of Companies
IPG
$9.74B
| $6.91M | 0.04% |
211,916
+139,177
| +191% | +$4.54M |
|