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 | |
|---|---|---|---|---|---|---|
301
Becton Dickinson
BDX
$55.1B
| $7.26M | 0.03% |
32,011
-14,689
| -31% | -$3.33M |
|
302
CVS Health
CVS
$93.6B
| $7.25M | 0.03% |
161,504
-592,648
| -79% | -$26.6M |
|
303
Tyson Foods
TSN
$20B
| $7.06M | 0.03% |
122,845
-58,118
| -32% | -$3.34M |
|
304
DuPont de Nemours
DD
$32.6B
| $7.04M | 0.03% |
+92,350
| New | +$7.04M |
|
305
Cirrus Logic
CRUS
$5.94B
| $6.95M | 0.03% |
69,765
+32,049
| +85% | +$3.19M |
|
306
Sysco
SYY
$39.4B
| $6.95M | 0.03% |
90,840
-218,584
| -71% | -$16.7M |
|
307
Lennox International
LII
$20.3B
| $6.69M | 0.03% |
10,983
-6,465
| -37% | -$3.94M |
|
308
Tri Pointe Homes
TPH
$3.25B
| $6.49M | 0.03% |
179,012
+4,293
| +2% | +$156K |
|
309
Etsy
ETSY
$5.36B
| $6.46M | 0.03% |
122,197
-185,198
| -60% | -$9.8M |
|
310
O'Reilly Automotive
ORLY
$89B
| $6.37M | 0.03% |
80,580
-141,615
| -64% | -$11.2M |
|
311
Seadrill
SDRL
$2.04B
| $6.35M | 0.03% |
163,024
+90,795
| +126% | +$3.53M |
|
312
Kraft Heinz
KHC
$32.3B
| $6.34M | 0.03% |
206,437
-91,976
| -31% | -$2.82M |
|
313
Moody's
MCO
$89.5B
| $6.34M | 0.03% |
+13,385
| New | +$6.34M |
|
314
Darden Restaurants
DRI
$24.5B
| $6.31M | 0.03% |
33,784
-3,546
| -9% | -$662K |
|
315
Onto Innovation
ONTO
$5.1B
| $6.28M | 0.03% |
37,666
-5,679
| -13% | -$947K |
|
|
LB
316
LandBridge Company LLC
LB
$1.32B
| $6.26M | 0.03% |
+96,928
| New | +$6.26M |
|
317
Sprott Uranium Miners ETF
URNM
$1.68B
| $6.23M | 0.03% |
154,533
-85,278
| -36% | -$3.44M |
|
318
Carnival Corp
CCL
$42.8B
| $6.22M | 0.03% |
+249,722
| New | +$6.22M |
|
319
Yelp
YELP
$2.02B
| $6.2M | 0.03% |
160,129
-21,493
| -12% | -$832K |
|
320
DXC Technology
DXC
$2.65B
| $6.13M | 0.03% |
306,988
+115,351
| +60% | +$2.3M |
|
321
Huazhu Hotels Group
HTHT
$11.5B
| $6.12M | 0.03% |
185,368
-3,482
| -2% | -$115K |
|
322
Adtalem Global Education
ATGE
$4.83B
| $6.1M | 0.03% |
67,107
-41,751
| -38% | -$3.79M |
|
323
Atkore
ATKR
$1.99B
| $6.07M | 0.03% |
72,760
+22,398
| +44% | +$1.87M |
|
324
Sigma Lithium
SGML
$716M
| $5.89M | 0.03% |
524,713
+153,848
| +41% | +$1.73M |
|
325
Gentex
GNTX
$6.25B
| $5.86M | 0.03% |
204,131
-413,526
| -67% | -$11.9M |
|