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 | |
|---|---|---|---|---|---|---|
326
Vipshop
VIPS
$8.45B
| $6.61M | 0.04% |
419,984
-6,869
| -2% | -$108K |
|
327
CNO Financial Group
CNO
$3.85B
| $6.57M | 0.04% |
187,210
-38,411
| -17% | -$1.35M |
|
328
APA Corp
APA
$8.14B
| $6.51M | 0.04% |
266,067
+253,276
| +1,980% | +$6.2M |
|
329
Cabot Corp
CBT
$4.31B
| $6.49M | 0.04% |
58,063
+5,881
| +11% | +$657K |
|
330
Idexx Laboratories
IDXX
$51.4B
| $6.44M | 0.04% |
12,749
-19,677
| -61% | -$9.94M |
|
331
Lincoln National
LNC
$7.98B
| $6.4M | 0.04% |
203,239
+65,384
| +47% | +$2.06M |
|
332
Primerica
PRI
$8.85B
| $6.4M | 0.04% |
24,129
-4,774
| -17% | -$1.27M |
|
333
AXIS Capital
AXS
$7.62B
| $6.38M | 0.04% |
80,123
+38,577
| +93% | +$3.07M |
|
334
Yelp
YELP
$2.02B
| $6.37M | 0.04% |
181,622
+104,839
| +137% | +$3.68M |
|
335
Jacobs Solutions
J
$17.4B
| $6.35M | 0.04% |
49,017
-105,048
| -68% | -$13.6M |
|
336
Gold Fields
GFI
$30.8B
| $6.35M | 0.04% |
413,546
-33,901
| -8% | -$520K |
|
337
Evercore
EVR
$12.3B
| $6.27M | 0.04% |
24,763
+6,872
| +38% | +$1.74M |
|
338
Estee Lauder
EL
$32.1B
| $6.27M | 0.04% |
62,890
-254,071
| -80% | -$25.3M |
|
339
BJs Wholesale Club
BJ
$12.8B
| $6.25M | 0.04% |
75,790
-111,317
| -59% | -$9.18M |
|
340
Curtiss-Wright
CW
$18.1B
| $6.22M | 0.04% |
18,911
+17,574
| +1,314% | +$5.78M |
|
341
Ashland
ASH
$2.51B
| $6.21M | 0.04% |
71,380
+33,271
| +87% | +$2.89M |
|
342
UiPath
PATH
$6.15B
| $6.2M | 0.04% |
484,266
-70,018
| -13% | -$896K |
|
343
NIO
NIO
$13.4B
| $6.16M | 0.03% |
922,336
-66,636
| -7% | -$445K |
|
344
Comfort Systems
FIX
$24.9B
| $6.14M | 0.03% |
15,718
+5,442
| +53% | +$2.12M |
|
345
Dynatrace
DT
$15.1B
| $6.13M | 0.03% |
114,628
-30,611
| -21% | -$1.64M |
|
346
Darden Restaurants
DRI
$24.5B
| $6.13M | 0.03% |
37,330
-73,547
| -66% | -$12.1M |
|
347
Canadian National Railway
CNI
$60.3B
| $6.06M | 0.03% |
51,720
+4,795
| +10% | +$562K |
|
348
Casey's General Stores
CASY
$18.8B
| $6.06M | 0.03% |
16,121
-33,995
| -68% | -$12.8M |
|
349
Twilio
TWLO
$16.7B
| $6.04M | 0.03% |
92,629
-57,926
| -38% | -$3.78M |
|
350
Eagle Materials
EXP
$7.86B
| $5.98M | 0.03% |
20,785
-15,114
| -42% | -$4.35M |
|