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 | |
|---|---|---|---|---|---|---|
376
Restaurant Brands International
QSR
$20.3B
| $3.94M | 0.02% |
60,507
-165,101
| -73% | -$10.8M |
|
377
Credit Acceptance
CACC
$5.77B
| $3.92M | 0.02% |
8,354
+6,085
| +268% | +$2.86M |
|
378
Hologic
HOLX
$14.8B
| $3.88M | 0.02% |
53,797
-111,030
| -67% | -$8M |
|
379
ADT
ADT
$7.05B
| $3.87M | 0.02% |
559,617
-6,460
| -1% | -$44.6K |
|
380
Reinsurance Group of America
RGA
$12.7B
| $3.86M | 0.02% |
18,083
-12,555
| -41% | -$2.68M |
|
381
Ingredion
INGR
$8.22B
| $3.74M | 0.02% |
+27,172
| New | +$3.74M |
|
382
LKQ Corp
LKQ
$8.39B
| $3.74M | 0.02% |
101,695
-29,967
| -23% | -$1.1M |
|
383
Wabtec
WAB
$32.6B
| $3.72M | 0.02% |
19,618
+17,623
| +883% | +$3.34M |
|
384
LyondellBasell Industries
LYB
$17.5B
| $3.68M | 0.02% |
49,501
+23,521
| +91% | +$1.75M |
|
385
Idexx Laboratories
IDXX
$52.2B
| $3.66M | 0.02% |
8,861
-3,888
| -30% | -$1.61M |
|
386
Clorox
CLX
$15.4B
| $3.63M | 0.02% |
22,321
-11,063
| -33% | -$1.8M |
|
387
Box
BOX
$4.86B
| $3.62M | 0.02% |
114,686
+1,414
| +1% | +$44.7K |
|
388
Popular Inc
BPOP
$8.39B
| $3.61M | 0.02% |
38,386
+24,744
| +181% | +$2.33M |
|
389
Best Buy
BBY
$16.2B
| $3.58M | 0.02% |
41,742
-91,187
| -69% | -$7.82M |
|
390
TKO Group
TKO
$16.5B
| $3.55M | 0.02% |
24,973
+5,282
| +27% | +$751K |
|
391
SEI Investments
SEIC
$10.8B
| $3.54M | 0.02% |
42,920
-10,166
| -19% | -$838K |
|
392
Primerica
PRI
$8.9B
| $3.51M | 0.02% |
12,916
-11,213
| -46% | -$3.04M |
|
393
Akamai
AKAM
$11.2B
| $3.5M | 0.02% |
36,577
-41,887
| -53% | -$4.01M |
|
394
Molson Coors Class B
TAP
$9.78B
| $3.46M | 0.02% |
60,396
-140,144
| -70% | -$8.03M |
|
395
M/I Homes
MHO
$4.04B
| $3.4M | 0.02% |
25,560
+9,094
| +55% | +$1.21M |
|
396
Travel + Leisure Co
TNL
$4.1B
| $3.4M | 0.02% |
67,346
+27,779
| +70% | +$1.4M |
|
397
Frontdoor
FTDR
$4.75B
| $3.36M | 0.02% |
61,542
-2,179
| -3% | -$119K |
|
398
Marvell Technology
MRVL
$57.6B
| $3.34M | 0.02% |
30,265
+55
| +0.2% | +$6.08K |
|
399
Group 1 Automotive
GPI
$6.14B
| $3.33M | 0.02% |
7,894
-3,494
| -31% | -$1.47M |
|
400
Quest Diagnostics
DGX
$20.4B
| $3.3M | 0.02% |
21,890
-66,849
| -75% | -$10.1M |
|