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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Energy Fuels
UUUU
$2.66B
| $4.76M | 0.02% |
928,544
-727,972
| -44% | -$3.73M |
|
352
Enviri
NVRI
$939M
| $4.72M | 0.02% |
612,997
+554,300
| +944% | +$4.27M |
|
353
Sable Offshore Corp
SOC
$2.25B
| $4.69M | 0.02% |
+204,946
| New | +$4.69M |
|
354
Church & Dwight Co
CHD
$23.2B
| $4.62M | 0.02% |
44,144
-36,680
| -45% | -$3.84M |
|
355
Federated Hermes
FHI
$4.09B
| $4.62M | 0.02% |
112,387
+38,194
| +51% | +$1.57M |
|
356
CrowdStrike
CRWD
$106B
| $4.6M | 0.02% |
+13,445
| New | +$4.6M |
|
357
American Eagle Outfitters
AEO
$3.1B
| $4.55M | 0.02% |
272,833
+67,627
| +33% | +$1.13M |
|
358
Hershey
HSY
$38B
| $4.49M | 0.02% |
26,523
-12,362
| -32% | -$2.09M |
|
359
Chemed
CHE
$6.82B
| $4.42M | 0.02% |
8,349
-12,207
| -59% | -$6.47M |
|
360
TransAlta
TAC
$3.64B
| $4.35M | 0.02% |
+307,847
| New | +$4.35M |
|
|
TLN
361
Talen Energy Corporation Common Stock
TLN
$17.8B
| $4.31M | 0.02% |
21,368
-2,625
| -11% | -$529K |
|
362
Garmin
GRMN
$45.9B
| $4.28M | 0.02% |
20,758
-3,321
| -14% | -$685K |
|
363
Dentsply Sirona
XRAY
$2.9B
| $4.28M | 0.02% |
225,523
+44,171
| +24% | +$838K |
|
364
Sprouts Farmers Market
SFM
$13.6B
| $4.27M | 0.02% |
33,611
-86,672
| -72% | -$11M |
|
365
Kanzhun
BZ
$10.9B
| $4.26M | 0.02% |
308,452
-12,701
| -4% | -$175K |
|
366
Mirion Technologies
MIR
$5.25B
| $4.25M | 0.02% |
+243,755
| New | +$4.25M |
|
367
ATI
ATI
$10.7B
| $4.22M | 0.02% |
+76,732
| New | +$4.22M |
|
368
Virtu Financial
VIRT
$3.27B
| $4.13M | 0.02% |
115,699
+61,914
| +115% | +$2.21M |
|
369
Keurig Dr Pepper
KDP
$37.5B
| $4.1M | 0.02% |
127,598
-330,372
| -72% | -$10.6M |
|
370
US Foods
USFD
$17.7B
| $4.1M | 0.02% |
60,748
+17,074
| +39% | +$1.15M |
|
371
Smith & Nephew
SNN
$16.6B
| $4.09M | 0.02% |
166,403
+73,794
| +80% | +$1.81M |
|
372
Matador Resources
MTDR
$5.88B
| $4.09M | 0.02% |
72,668
-19,301
| -21% | -$1.09M |
|
373
TAL Education Group
TAL
$6.23B
| $4.08M | 0.02% |
406,828
-4,509
| -1% | -$45.2K |
|
374
Kontoor Brands
KTB
$4.34B
| $4.07M | 0.02% |
47,606
+8,625
| +22% | +$737K |
|
375
Bausch Health
BHC
$2.71B
| $4.05M | 0.02% |
501,912
+267,089
| +114% | +$2.15M |
|