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 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
TEGNA Inc
TGNA
$3.38B
| $6.6M | 0.04% |
431,543
+53,989
| +14% | +$826K |
|
327
The Ensign Group
ENSG
$10B
| $6.6M | 0.04% |
58,835
+24,376
| +71% | +$2.74M |
|
328
Boyd Gaming
BYD
$6.92B
| $6.6M | 0.04% |
105,341
+11,750
| +13% | +$736K |
|
329
Copart
CPRT
$47.1B
| $6.54M | 0.04% |
133,446
-82,553
| -38% | -$4.05M |
|
330
Genpact
G
$7.71B
| $6.49M | 0.04% |
186,992
+5,059
| +3% | +$176K |
|
331
Primerica
PRI
$8.9B
| $6.47M | 0.04% |
31,462
+58
| +0.2% | +$11.9K |
|
332
Simply Good Foods
SMPL
$2.83B
| $6.33M | 0.04% |
159,963
-16,279
| -9% | -$645K |
|
333
Verisk Analytics
VRSK
$38.1B
| $6.25M | 0.04% |
26,157
+24,124
| +1,187% | +$5.76M |
|
334
Lennox International
LII
$20.4B
| $6.07M | 0.03% |
13,565
+6,252
| +85% | +$2.8M |
|
335
Simpson Manufacturing
SSD
$8.14B
| $6.03M | 0.03% |
30,450
-7,523
| -20% | -$1.49M |
|
336
Synopsys
SNPS
$113B
| $6M | 0.03% |
11,657
+10,025
| +614% | +$5.16M |
|
337
NVR
NVR
$23.6B
| $5.99M | 0.03% |
856
-612
| -42% | -$4.28M |
|
338
WD-40
WDFC
$2.94B
| $5.98M | 0.03% |
25,032
-2,441
| -9% | -$584K |
|
339
Antero Resources
AR
$9.92B
| $5.95M | 0.03% |
262,550
+207,384
| +376% | +$4.7M |
|
340
Edison International
EIX
$20.5B
| $5.93M | 0.03% |
82,890
+73,386
| +772% | +$5.25M |
|
|
341
Lam Research
LRCX
$133B
| $5.92M | 0.03% |
75,580
-651,090
| -90% | -$51M |
|
342
Doximity
DOCS
$13B
| $5.92M | 0.03% |
211,112
-43,097
| -17% | -$1.21M |
|
343
Polaris
PII
$3.35B
| $5.9M | 0.03% |
62,275
+10,435
| +20% | +$989K |
|
344
Paycom
PAYC
$12.6B
| $5.85M | 0.03% |
28,313
-21,823
| -44% | -$4.51M |
|
345
Globus Medical
GMED
$8.04B
| $5.82M | 0.03% |
109,289
-32,447
| -23% | -$1.73M |
|
346
Weyerhaeuser
WY
$18.7B
| $5.78M | 0.03% |
166,220
+118,709
| +250% | +$4.13M |
|
347
Tenet Healthcare
THC
$17B
| $5.77M | 0.03% |
76,344
-5,533
| -7% | -$418K |
|
348
Terex
TEX
$3.46B
| $5.72M | 0.03% |
+99,579
| New | +$5.72M |
|
349
Ventas
VTR
$30.9B
| $5.65M | 0.03% |
113,463
-64,358
| -36% | -$3.21M |
|
350
Chemours
CC
$2.43B
| $5.64M | 0.03% |
178,719
-80,216
| -31% | -$2.53M |
|