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 |
Lam Research
LRCX
|
$171M |
| 2 |
Constellation Energy
CEG
|
$149M |
| 3 |
Apple
AAPL
|
$131M |
| 4 |
Qualcomm
QCOM
|
$129M |
| 5 |
Broadcom
AVGO
|
$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$345M |
| 2 |
Walmart
WMT
|
$296M |
| 3 |
Johnson & Johnson
JNJ
|
$281M |
| 4 |
McDonald's
MCD
|
$255M |
| 5 |
Costco
COST
|
$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Lear
LEA
$5.91B
| $4.88M | 0.03% |
44,742
-1,915
| -4% | -$209K |
|
377
TAL Education Group
TAL
$6.17B
| $4.87M | 0.03% |
411,337
-37,005
| -8% | -$438K |
|
378
Ally Financial
ALLY
$12.7B
| $4.83M | 0.03% |
135,649
+102,736
| +312% | +$3.66M |
|
379
Royal Caribbean
RCL
$95.7B
| $4.78M | 0.03% |
+26,946
| New | +$4.78M |
|
380
Masco
MAS
$15.9B
| $4.76M | 0.03% |
56,766
-78,705
| -58% | -$6.61M |
|
381
NVR
NVR
$23.5B
| $4.73M | 0.03% |
482
-30
| -6% | -$294K |
|
382
Cirrus Logic
CRUS
$5.94B
| $4.68M | 0.03% |
37,716
-6,038
| -14% | -$750K |
|
383
Stride
LRN
$7.01B
| $4.67M | 0.03% |
54,694
-36,460
| -40% | -$3.11M |
|
384
American Eagle Outfitters
AEO
$3.26B
| $4.59M | 0.03% |
205,206
+123,850
| +152% | +$2.77M |
|
385
Sigma Lithium
SGML
$716M
| $4.58M | 0.03% |
+370,865
| New | +$4.58M |
|
386
Matador Resources
MTDR
$6.01B
| $4.55M | 0.03% |
91,969
+44,508
| +94% | +$2.2M |
|
387
Scotiabank
BNS
$78.8B
| $4.49M | 0.03% |
+82,229
| New | +$4.49M |
|
388
Western Union
WU
$2.86B
| $4.45M | 0.03% |
373,410
+88,498
| +31% | +$1.06M |
|
389
Brown-Forman Class B
BF.B
$13.7B
| $4.42M | 0.03% |
89,778
-37,872
| -30% | -$1.86M |
|
390
Group 1 Automotive
GPI
$6.26B
| $4.36M | 0.02% |
11,388
-10,140
| -47% | -$3.88M |
|
391
TEGNA Inc
TGNA
$3.38B
| $4.34M | 0.02% |
274,909
-72,535
| -21% | -$1.14M |
|
392
Henry Schein
HSIC
$8.42B
| $4.32M | 0.02% |
59,254
-93,492
| -61% | -$6.82M |
|
393
Louisiana-Pacific
LPX
$6.9B
| $4.29M | 0.02% |
39,920
-29,719
| -43% | -$3.19M |
|
394
Brink's
BCO
$4.78B
| $4.28M | 0.02% |
36,983
-11,387
| -24% | -$1.32M |
|
|
TLN
395
Talen Energy Corporation Common Stock
TLN
$17.8B
| $4.28M | 0.02% |
+23,993
| New | +$4.28M |
|
396
Atkore
ATKR
$1.99B
| $4.27M | 0.02% |
50,362
+47,383
| +1,591% | +$4.02M |
|
397
Garmin
GRMN
$45.7B
| $4.24M | 0.02% |
24,079
-76,002
| -76% | -$13.4M |
|
398
Terex
TEX
$3.47B
| $4.18M | 0.02% |
79,009
+50,389
| +176% | +$2.67M |
|
399
Canadian Natural Resources
CNQ
$63.2B
| $4.13M | 0.02% |
124,286
-3,433
| -3% | -$114K |
|
400
Unity
U
$18.5B
| $4.13M | 0.02% |
182,410
-321,553
| -64% | -$7.27M |
|