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 | |
|---|---|---|---|---|---|---|
326
Cheniere Energy
LNG
$51.5B
| $6.85M | 0.03% |
42,458
-25,381
| -37% | -$4.09M |
|
327
AstraZeneca
AZN
$252B
| $6.73M | 0.03% |
99,262
-60,788
| -38% | -$4.12M |
|
328
Hudbay
HBM
$5.15B
| $6.61M | 0.03% |
943,445
+573,799
| +155% | +$4.02M |
|
329
M/I Homes
MHO
$4.04B
| $6.61M | 0.03% |
48,465
+37,981
| +362% | +$5.18M |
|
330
Acadia Healthcare
ACHC
$2.15B
| $6.6M | 0.03% |
83,351
-13,529
| -14% | -$1.07M |
|
331
Nextracker
NXT
$9.52B
| $6.6M | 0.03% |
117,311
+91,779
| +359% | +$5.16M |
|
332
TAL Education Group
TAL
$6.47B
| $6.56M | 0.03% |
577,987
-346,666
| -37% | -$3.93M |
|
333
TEGNA Inc
TGNA
$3.38B
| $6.52M | 0.03% |
436,720
+5,177
| +1% | +$77.3K |
|
334
Gentex
GNTX
$6.19B
| $6.51M | 0.03% |
180,098
-70,501
| -28% | -$2.55M |
|
335
Etsy
ETSY
$5.55B
| $6.49M | 0.03% |
94,454
+80,916
| +598% | +$5.56M |
|
336
SEI Investments
SEIC
$10.7B
| $6.43M | 0.03% |
89,395
-43,441
| -33% | -$3.12M |
|
337
Apollo Global Management
APO
$76.9B
| $6.35M | 0.03% |
56,482
-133,070
| -70% | -$15M |
|
338
Toll Brothers
TOL
$14B
| $6.35M | 0.03% |
49,072
-23,495
| -32% | -$3.04M |
|
339
Chemours
CC
$2.5B
| $6.31M | 0.03% |
240,115
+61,396
| +34% | +$1.61M |
|
340
Flowers Foods
FLO
$3.13B
| $6.3M | 0.03% |
265,185
-71,863
| -21% | -$1.71M |
|
341
CenterPoint Energy
CNP
$24.5B
| $6.29M | 0.03% |
220,772
+191,447
| +653% | +$5.45M |
|
|
MZTI
342
The Marzetti Company Common Stock
MZTI
$5.02B
| $6.29M | 0.03% |
30,285
-1,767
| -6% | -$367K |
|
343
The Ensign Group
ENSG
$9.78B
| $6.28M | 0.03% |
50,506
-8,329
| -14% | -$1.04M |
|
344
Viatris
VTRS
$12.2B
| $6.24M | 0.03% |
522,461
+366,474
| +235% | +$4.38M |
|
345
BorgWarner
BWA
$9.45B
| $6.24M | 0.03% |
179,539
+75,590
| +73% | +$2.63M |
|
346
Goldman Sachs
GS
$231B
| $6.21M | 0.03% |
14,879
+14,025
| +1,642% | +$5.86M |
|
347
Fluence Energy
FLNC
$888M
| $6.19M | 0.03% |
356,720
+319,673
| +863% | +$5.54M |
|
348
NIO
NIO
$14.1B
| $6.16M | 0.03% |
1,367,890
-1,265,008
| -48% | -$5.69M |
|
349
Genpact
G
$7.61B
| $6.15M | 0.03% |
186,697
-295
| -0.2% | -$9.72K |
|
350
Synchrony
SYF
$28.3B
| $6.12M | 0.03% |
142,044
+69,026
| +95% | +$2.98M |
|