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 |
Amazon
AMZN
|
+$309M |
| 2 |
Microsoft
MSFT
|
+$228M |
| 3 |
Exxon Mobil
XOM
|
+$90.9M |
| 4 |
Cameco
CCJ
|
+$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
+$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
+$289M |
| 2 |
Eli Lilly
LLY
|
+$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$151M |
| 4 |
Comcast
CMCSA
|
+$88.8M |
| 5 |
Procter & Gamble
PG
|
+$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
EXL Service
EXLS
$7.14B
| $6.01M | 0.03% |
191,763
-112,731
| -37% | -$3.54M |
|
327
Liberty Broadband Class C
LBRDK
$8.68B
| $6.01M | 0.03% |
109,578
-376,940
| -77% | -$20.7M |
|
328
NXP Semiconductors
NXPI
$56.9B
| $6M | 0.03% |
22,309
-90,788
| -80% | -$24.4M |
|
329
Agnico Eagle Mines
AEM
$76.7B
| $5.98M | 0.03% |
91,456
-130,457
| -59% | -$8.53M |
|
330
Gentex
GNTX
$6.3B
| $5.96M | 0.03% |
176,932
-3,166
| -2% | -$107K |
|
331
Emcor
EME
$27.8B
| $5.94M | 0.03% |
+16,261
| New | +$5.94M |
|
332
Domino's
DPZ
$15.8B
| $5.93M | 0.03% |
11,487
+8,296
| +260% | +$4.28M |
|
|
SGI
333
Somnigroup International Inc.
SGI
$18.1B
| $5.77M | 0.03% |
121,852
-1,537
| -1% | -$72.8K |
|
334
Louisiana-Pacific
LPX
$6.91B
| $5.73M | 0.03% |
69,639
-154,321
| -69% | -$12.7M |
|
335
Nexstar Media Group
NXST
$6.33B
| $5.69M | 0.03% |
34,251
-24,999
| -42% | -$4.15M |
|
336
Regeneron Pharmaceuticals
REGN
$59B
| $5.63M | 0.03% |
5,354
-55,792
| -91% | -$58.6M |
|
337
Cirrus Logic
CRUS
$6.03B
| $5.59M | 0.03% |
43,754
+9,273
| +27% | +$1.18M |
|
338
Vipshop
VIPS
$8.58B
| $5.56M | 0.03% |
426,853
-110,298
| -21% | -$1.44M |
|
339
Teradata
TDC
$2.01B
| $5.55M | 0.03% |
+160,598
| New | +$5.55M |
|
340
Canadian National Railway
CNI
$59.5B
| $5.54M | 0.03% |
46,925
+2,273
| +5% | +$269K |
|
341
Sherwin-Williams
SHW
$93.6B
| $5.52M | 0.03% |
18,491
+4,913
| +36% | +$1.47M |
|
342
Brown-Forman Class B
BF.B
$13B
| $5.51M | 0.03% |
127,650
-31,621
| -20% | -$1.37M |
|
343
Hanover Insurance
THG
$6.36B
| $5.51M | 0.03% |
43,896
+25,745
| +142% | +$3.23M |
|
344
Assured Guaranty
AGO
$3.9B
| $5.5M | 0.03% |
+71,230
| New | +$5.5M |
|
345
US Foods
USFD
$17.6B
| $5.45M | 0.03% |
+102,831
| New | +$5.45M |
|
346
Halliburton
HAL
$18.5B
| $5.41M | 0.03% |
160,233
-80,415
| -33% | -$2.72M |
|
347
FedEx
FDX
$53.1B
| $5.41M | 0.03% |
18,028
+3,289
| +22% | +$986K |
|
348
Lear
LEA
$5.91B
| $5.33M | 0.03% |
+46,657
| New | +$5.33M |
|
349
NewMarket
NEU
$7.8B
| $5.27M | 0.03% |
10,221
-4,613
| -31% | -$2.38M |
|
|
SWN
350
DELISTED
Southwestern Energy Company
SWN
| $5.19M | 0.03% |
771,809
-232,040
| -23% | -$1.56M |
|