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 | |
|---|---|---|---|---|---|---|
351
Celestica
CLS
$28.1B
| $5.16M | 0.03% |
90,064
+60,709
| +207% | +$3.48M |
|
352
Noble Corp
NE
$4.75B
| $5.14M | 0.03% |
+115,115
| New | +$5.14M |
|
353
Applovin
APP
$189B
| $5.05M | 0.03% |
+60,647
| New | +$5.05M |
|
354
Zoom
ZM
$25.6B
| $4.98M | 0.03% |
+84,212
| New | +$4.98M |
|
355
AutoNation
AN
$8.48B
| $4.96M | 0.03% |
31,123
-51,345
| -62% | -$8.18M |
|
356
Brink's
BCO
$4.82B
| $4.95M | 0.03% |
48,370
-42,466
| -47% | -$4.35M |
|
357
Encompass Health
EHC
$12.6B
| $4.95M | 0.03% |
57,677
-3,286
| -5% | -$282K |
|
358
Cognizant
CTSH
$34.6B
| $4.95M | 0.03% |
72,739
-214,205
| -75% | -$14.6M |
|
359
Genpact
G
$7.61B
| $4.88M | 0.03% |
151,619
-35,078
| -19% | -$1.13M |
|
360
Crown Holdings
CCK
$11B
| $4.85M | 0.03% |
65,232
+7,326
| +13% | +$545K |
|
361
Acuity Brands
AYI
$10.1B
| $4.84M | 0.03% |
20,066
-26,560
| -57% | -$6.41M |
|
362
TEGNA Inc
TGNA
$3.38B
| $4.84M | 0.03% |
347,444
-89,276
| -20% | -$1.24M |
|
363
Steris
STE
$24.5B
| $4.82M | 0.03% |
21,953
-67,161
| -75% | -$14.7M |
|
364
SS&C Technologies
SSNC
$21.7B
| $4.81M | 0.03% |
76,743
+39,122
| +104% | +$2.45M |
|
365
United Parks & Resorts
PRKS
$2.86B
| $4.8M | 0.03% |
88,406
-55,509
| -39% | -$3.01M |
|
366
Cabot Corp
CBT
$4.28B
| $4.8M | 0.03% |
+52,182
| New | +$4.8M |
|
367
Dell
DELL
$82B
| $4.79M | 0.03% |
+34,720
| New | +$4.79M |
|
368
Fluence Energy
FLNC
$888M
| $4.78M | 0.03% |
275,949
-80,771
| -23% | -$1.4M |
|
369
TAL Education Group
TAL
$6.47B
| $4.78M | 0.03% |
448,342
-129,645
| -22% | -$1.38M |
|
370
Graphic Packaging
GPK
$6.08B
| $4.73M | 0.02% |
180,654
+85,782
| +90% | +$2.25M |
|
371
Simply Good Foods
SMPL
$2.83B
| $4.67M | 0.02% |
129,208
-11,352
| -8% | -$410K |
|
372
Apollo Global Management
APO
$76.9B
| $4.65M | 0.02% |
39,402
-17,080
| -30% | -$2.02M |
|
373
Zillow
Z
$21.1B
| $4.6M | 0.02% |
99,157
+888
| +0.9% | +$41.2K |
|
374
Doximity
DOCS
$13B
| $4.59M | 0.02% |
164,176
-25,300
| -13% | -$708K |
|
375
Avnet
AVT
$4.43B
| $4.58M | 0.02% |
88,994
-1,724
| -2% | -$88.8K |
|