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 |
Lam Research
LRCX
|
$171M |
| 2 |
Constellation Energy
CEG
|
$149M |
| 3 |
Apple
AAPL
|
$131M |
| 4 |
Qualcomm
QCOM
|
$129M |
| 5 |
Broadcom
AVGO
|
$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$345M |
| 2 |
Walmart
WMT
|
$296M |
| 3 |
Johnson & Johnson
JNJ
|
$281M |
| 4 |
McDonald's
MCD
|
$255M |
| 5 |
Costco
COST
|
$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Tri Pointe Homes
TPH
$3.25B
| $7.92M | 0.04% |
174,719
+144,403
| +476% | +$6.54M |
|
302
Autoliv
ALV
$9.63B
| $7.91M | 0.04% |
84,700
+14,635
| +21% | +$1.37M |
|
303
Fair Isaac
FICO
$36.8B
| $7.84M | 0.04% |
4,033
-13,306
| -77% | -$25.9M |
|
304
Robinhood
HOOD
$90B
| $7.75M | 0.04% |
330,956
+165,791
| +100% | +$3.88M |
|
305
Lantheus
LNTH
$3.72B
| $7.73M | 0.04% |
70,462
-38,671
| -35% | -$4.24M |
|
306
Corteva
CTVA
$49.1B
| $7.65M | 0.04% |
130,191
+103,928
| +396% | +$6.11M |
|
307
Insight Enterprises
NSIT
$4.02B
| $7.6M | 0.04% |
35,294
-38,858
| -52% | -$8.37M |
|
308
SentinelOne
S
$6.25B
| $7.59M | 0.04% |
317,438
+306,547
| +2,815% | +$7.33M |
|
309
Hershey
HSY
$37.6B
| $7.46M | 0.04% |
38,885
-111,550
| -74% | -$21.4M |
|
310
Wayfair
W
$11.6B
| $7.2M | 0.04% |
+128,207
| New | +$7.2M |
|
311
NiSource
NI
$19B
| $7.18M | 0.04% |
+207,121
| New | +$7.18M |
|
312
Chart Industries
GTLS
$8.96B
| $7.14M | 0.04% |
+57,494
| New | +$7.14M |
|
313
CenterPoint Energy
CNP
$24.7B
| $7.06M | 0.04% |
+240,033
| New | +$7.06M |
|
|
GAP
314
The Gap, Inc.
GAP
$8.83B
| $7.05M | 0.04% |
+319,825
| New | +$7.05M |
|
315
Owens Corning
OC
$13B
| $7.04M | 0.04% |
39,907
-32,935
| -45% | -$5.81M |
|
316
Hudbay
HBM
$5.03B
| $7.04M | 0.04% |
764,988
+423,748
| +124% | +$3.9M |
|
317
Huazhu Hotels Group
HTHT
$11.5B
| $7.03M | 0.04% |
188,850
-2,246
| -1% | -$83.6K |
|
318
Corning
GLW
$61B
| $6.94M | 0.04% |
+153,689
| New | +$6.94M |
|
319
Chubb
CB
$111B
| $6.88M | 0.04% |
23,845
-69,567
| -74% | -$20.1M |
|
320
FedEx
FDX
$53.7B
| $6.85M | 0.04% |
25,022
+6,994
| +39% | +$1.91M |
|
321
Noble Corp
NE
$4.54B
| $6.84M | 0.04% |
189,226
+74,111
| +64% | +$2.68M |
|
322
Kirby Corp
KEX
$4.97B
| $6.78M | 0.04% |
+55,405
| New | +$6.78M |
|
323
BILL Holdings
BILL
$5.24B
| $6.74M | 0.04% |
127,721
+106,576
| +504% | +$5.62M |
|
324
Voya Financial
VOYA
$7.38B
| $6.68M | 0.04% |
84,315
+62,232
| +282% | +$4.93M |
|
325
Reinsurance Group of America
RGA
$12.8B
| $6.68M | 0.04% |
30,638
+10,411
| +51% | +$2.27M |
|