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 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Par Pacific Holdings
PARR
$1.71B
| $4.03M | 0.02% |
110,834
-33,655
| -23% | -$1.22M |
|
402
Emerson Electric
EMR
$75.2B
| $4.01M | 0.02% |
41,228
+35,952
| +681% | +$3.5M |
|
403
Treehouse Foods
THS
$878M
| $3.98M | 0.02% |
95,933
+58,949
| +159% | +$2.44M |
|
404
Cal-Maine
CALM
$5.23B
| $3.96M | 0.02% |
68,968
-7,851
| -10% | -$451K |
|
405
First Solar
FSLR
$21.9B
| $3.96M | 0.02% |
22,967
+3,363
| +17% | +$579K |
|
406
QuidelOrtho
QDEL
$1.92B
| $3.93M | 0.02% |
53,340
-5,635
| -10% | -$415K |
|
407
Robert Half
RHI
$3.57B
| $3.85M | 0.02% |
43,845
-135,279
| -76% | -$11.9M |
|
408
GoDaddy
GDDY
$20.3B
| $3.85M | 0.02% |
36,309
+28,750
| +380% | +$3.05M |
|
409
Certara
CERT
$1.72B
| $3.85M | 0.02% |
218,624
-24,952
| -10% | -$439K |
|
410
Penske Automotive Group
PAG
$12.2B
| $3.84M | 0.02% |
23,948
+8,209
| +52% | +$1.32M |
|
411
NXP Semiconductors
NXPI
$56B
| $3.82M | 0.02% |
16,645
-22,510
| -57% | -$5.17M |
|
412
Warner Bros
WBD
$30.3B
| $3.81M | 0.02% |
+335,126
| New | +$3.81M |
|
413
Bunge Global
BG
$16.2B
| $3.78M | 0.02% |
+37,438
| New | +$3.78M |
|
414
Autohome
ATHM
$3.4B
| $3.78M | 0.02% |
134,563
-17,444
| -11% | -$489K |
|
415
BorgWarner
BWA
$9.35B
| $3.73M | 0.02% |
103,949
-62,765
| -38% | -$2.25M |
|
416
Adobe
ADBE
$148B
| $3.7M | 0.02% |
6,206
-89
| -1% | -$53.1K |
|
417
Pricesmart
PSMT
$3.39B
| $3.7M | 0.02% |
48,825
-4,673
| -9% | -$354K |
|
418
Qorvo
QRVO
$8.17B
| $3.66M | 0.02% |
32,509
+22,526
| +226% | +$2.54M |
|
419
Public Service Enterprise Group
PEG
$40.6B
| $3.65M | 0.02% |
59,673
+31,813
| +114% | +$1.95M |
|
|
NARI
420
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.63M | 0.02% |
55,910
-5,109
| -8% | -$332K |
|
421
Papa John's
PZZA
$1.63B
| $3.61M | 0.02% |
47,294
-2,070
| -4% | -$158K |
|
|
DQ
422
Daqo New Energy
DQ
$1.79B
| $3.57M | 0.02% |
134,055
-15,407
| -10% | -$410K |
|
423
Marriott Vacations Worldwide
VAC
$2.69B
| $3.51M | 0.02% |
41,361
-15,089
| -27% | -$1.28M |
|
424
Glaukos
GKOS
$5.05B
| $3.49M | 0.02% |
43,932
+23,830
| +119% | +$1.89M |
|
|
JOYY
425
JOYY Inc. American Depositary Shares
JOYY
$3.23B
| $3.49M | 0.02% |
87,960
-18,824
| -18% | -$747K |
|