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 | |
|---|---|---|---|---|---|---|
376
Carter's
CRI
$1.04B
| $5.07M | 0.03% |
59,884
+25,619
| +75% | +$2.17M |
|
377
Encompass Health
EHC
$12.6B
| $5.03M | 0.03% |
60,963
-42,923
| -41% | -$3.54M |
|
378
Unity
U
$18.2B
| $4.84M | 0.02% |
+181,438
| New | +$4.84M |
|
379
Flex
FLEX
$21.7B
| $4.8M | 0.02% |
167,764
-252,178
| -60% | -$7.21M |
|
380
Zillow
Z
$20.8B
| $4.79M | 0.02% |
+98,269
| New | +$4.79M |
|
381
Simply Good Foods
SMPL
$2.73B
| $4.78M | 0.02% |
140,560
-19,403
| -12% | -$660K |
|
382
Lantheus
LNTH
$3.57B
| $4.75M | 0.02% |
76,370
+4,699
| +7% | +$292K |
|
383
Travel + Leisure Co
TNL
$4B
| $4.72M | 0.02% |
96,499
+24,399
| +34% | +$1.19M |
|
384
Sherwin-Williams
SHW
$89.1B
| $4.72M | 0.02% |
13,578
+10,102
| +291% | +$3.51M |
|
385
Amgen
AMGN
$150B
| $4.67M | 0.02% |
16,418
-128,065
| -89% | -$36.4M |
|
386
Chemed
CHE
$6.57B
| $4.62M | 0.02% |
7,202
-7,400
| -51% | -$4.75M |
|
387
Crown Holdings
CCK
$11B
| $4.59M | 0.02% |
+57,906
| New | +$4.59M |
|
388
Penumbra
PEN
$10.6B
| $4.54M | 0.02% |
20,364
-18,577
| -48% | -$4.15M |
|
389
Jefferies Financial Group
JEF
$13.5B
| $4.54M | 0.02% |
102,874
+71,181
| +225% | +$3.14M |
|
390
Brady Corp
BRC
$3.69B
| $4.53M | 0.02% |
+76,359
| New | +$4.53M |
|
391
Hormel Foods
HRL
$13.7B
| $4.52M | 0.02% |
129,648
-207,117
| -62% | -$7.23M |
|
392
RELX
RELX
$82.4B
| $4.51M | 0.02% |
104,260
-121,168
| -54% | -$5.25M |
|
393
Exelon
EXC
$43.8B
| $4.51M | 0.02% |
120,021
+73,170
| +156% | +$2.75M |
|
|
PXD
394
DELISTED
Pioneer Natural Resource Co.
PXD
| $4.5M | 0.02% |
17,153
-16,809
| -49% | -$4.41M |
|
395
Avnet
AVT
$4.5B
| $4.5M | 0.02% |
90,718
-436
| -0.5% | -$21.6K |
|
396
AngloGold Ashanti
AU
$32.6B
| $4.45M | 0.02% |
+200,383
| New | +$4.45M |
|
397
Asbury Automotive
ABG
$4.86B
| $4.43M | 0.02% |
18,807
+4,689
| +33% | +$1.11M |
|
398
Helen of Troy
HELE
$550M
| $4.41M | 0.02% |
38,273
-5,539
| -13% | -$638K |
|
399
FedEx
FDX
$53.3B
| $4.27M | 0.02% |
14,739
+3,138
| +27% | +$909K |
|
400
Stride
LRN
$6.89B
| $4.22M | 0.02% |
66,997
-10,322
| -13% | -$651K |
|