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 | |
|---|---|---|---|---|---|---|
376
RPM International
RPM
$16B
| $4.57M | 0.02% |
42,407
+37,226
| +719% | +$4.01M |
|
377
Canadian Natural Resources
CNQ
$64.6B
| $4.55M | 0.02% |
127,719
-274,199
| -68% | -$9.76M |
|
378
WillScot Mobile Mini Holdings
WSC
$4.13B
| $4.44M | 0.02% |
+117,851
| New | +$4.44M |
|
379
Academy Sports + Outdoors
ASO
$3.2B
| $4.38M | 0.02% |
+82,313
| New | +$4.38M |
|
380
Ryanair
RYAAY
$31.1B
| $4.37M | 0.02% |
+93,893
| New | +$4.37M |
|
381
The Ensign Group
ENSG
$9.59B
| $4.33M | 0.02% |
35,044
-15,462
| -31% | -$1.91M |
|
382
TriNet
TNET
$3.31B
| $4.31M | 0.02% |
43,129
-28,863
| -40% | -$2.89M |
|
383
First Citizens BancShares
FCNCA
$25.1B
| $4.31M | 0.02% |
+2,561
| New | +$4.31M |
|
384
Lincoln National
LNC
$7.83B
| $4.29M | 0.02% |
+137,855
| New | +$4.29M |
|
385
Verisk Analytics
VRSK
$36.7B
| $4.27M | 0.02% |
15,834
+6,224
| +65% | +$1.68M |
|
386
Ralph Lauren
RL
$18.8B
| $4.27M | 0.02% |
24,377
+4,138
| +20% | +$724K |
|
387
Ziff Davis
ZD
$1.49B
| $4.24M | 0.02% |
+77,094
| New | +$4.24M |
|
388
Axcelis
ACLS
$2.61B
| $4.19M | 0.02% |
+29,493
| New | +$4.19M |
|
389
Reinsurance Group of America
RGA
$12.6B
| $4.15M | 0.02% |
+20,227
| New | +$4.15M |
|
390
Merit Medical Systems
MMSI
$5.26B
| $4.15M | 0.02% |
48,265
-6,645
| -12% | -$571K |
|
391
NIO
NIO
$12.7B
| $4.11M | 0.02% |
988,972
-378,918
| -28% | -$1.58M |
|
392
Progress Software
PRGS
$1.84B
| $4.09M | 0.02% |
75,344
-67,997
| -47% | -$3.69M |
|
393
Vertiv
VRT
$53.2B
| $4.09M | 0.02% |
47,221
-60,217
| -56% | -$5.21M |
|
394
Brady Corp
BRC
$3.69B
| $4.08M | 0.02% |
61,809
-14,550
| -19% | -$961K |
|
395
United Therapeutics
UTHR
$18B
| $4.06M | 0.02% |
12,752
+4,802
| +60% | +$1.53M |
|
396
Viatris
VTRS
$12B
| $4.02M | 0.02% |
378,619
-143,842
| -28% | -$1.53M |
|
397
Sea Limited
SE
$114B
| $4.01M | 0.02% |
56,215
+34,440
| +158% | +$2.46M |
|
398
AMN Healthcare
AMN
$747M
| $3.98M | 0.02% |
77,783
-137,713
| -64% | -$7.06M |
|
399
Harley-Davidson
HOG
$3.65B
| $3.98M | 0.02% |
118,770
-425,494
| -78% | -$14.3M |
|
400
Sweetgreen
SG
$1.03B
| $3.98M | 0.02% |
132,045
-6,436
| -5% | -$194K |
|