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 | |
|---|---|---|---|---|---|---|
351
Nike
NKE
$109B
| $6.02M | 0.03% |
+64,045
| New | +$6.02M |
|
|
352
Cisco
CSCO
$266B
| $5.91M | 0.03% |
118,397
-1,803,321
| -94% | -$90M |
|
353
Par Pacific Holdings
PARR
$1.84B
| $5.91M | 0.03% |
159,443
+48,609
| +44% | +$1.8M |
|
354
Arch Capital
ACGL
$33.4B
| $5.9M | 0.03% |
63,869
+2,089
| +3% | +$193K |
|
355
Canadian National Railway
CNI
$58.2B
| $5.89M | 0.03% |
44,652
-26,941
| -38% | -$3.55M |
|
356
Liberty Energy
LBRT
$1.62B
| $5.84M | 0.03% |
281,821
+44,757
| +19% | +$927K |
|
357
GSK
GSK
$82.1B
| $5.8M | 0.03% |
135,294
-78,726
| -37% | -$3.37M |
|
358
Evolent Health
EVH
$1.16B
| $5.76M | 0.03% |
175,739
-28,638
| -14% | -$939K |
|
359
Unum
UNM
$12.5B
| $5.7M | 0.03% |
106,201
-1,154
| -1% | -$61.9K |
|
360
Permian Resources
PR
$9.66B
| $5.6M | 0.03% |
317,186
-21,971
| -6% | -$388K |
|
361
NETSCOUT
NTCT
$1.8B
| $5.58M | 0.03% |
255,419
-112,628
| -31% | -$2.46M |
|
362
Civitas Resources
CIVI
$3.01B
| $5.57M | 0.03% |
73,365
+11,365
| +18% | +$863K |
|
363
WD-40
WDFC
$2.91B
| $5.53M | 0.03% |
21,818
-3,214
| -13% | -$814K |
|
364
Patterson-UTI
PTEN
$2.12B
| $5.52M | 0.03% |
+462,727
| New | +$5.52M |
|
365
CF Industries
CF
$13.7B
| $5.48M | 0.03% |
65,915
-43,678
| -40% | -$3.63M |
|
366
Clean Harbors
CLH
$12.7B
| $5.48M | 0.03% |
27,230
+19,081
| +234% | +$3.84M |
|
367
Celsius Holdings
CELH
$14.4B
| $5.45M | 0.03% |
65,667
-144,625
| -69% | -$12M |
|
368
Lockheed Martin
LMT
$107B
| $5.44M | 0.03% |
+11,958
| New | +$5.44M |
|
369
Option Care Health
OPCH
$4.75B
| $5.39M | 0.03% |
160,794
-45,037
| -22% | -$1.51M |
|
370
Keurig Dr Pepper
KDP
$37.5B
| $5.25M | 0.03% |
171,255
+114,022
| +199% | +$3.5M |
|
371
Vale
VALE
$44.2B
| $5.22M | 0.03% |
+427,998
| New | +$5.22M |
|
372
Fortinet
FTNT
$61.2B
| $5.18M | 0.03% |
75,819
+69,433
| +1,087% | +$4.74M |
|
373
Marriott Vacations Worldwide
VAC
$2.71B
| $5.15M | 0.03% |
47,836
+6,475
| +16% | +$698K |
|
|
EXE
374
Expand Energy Corporation Common Stock
EXE
$22.6B
| $5.13M | 0.03% |
57,804
-40,777
| -41% | -$3.62M |
|
375
Doximity
DOCS
$13B
| $5.1M | 0.03% |
189,476
-21,636
| -10% | -$582K |
|