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 | |
|---|---|---|---|---|---|---|
401
Interparfums
IPAR
$3.65B
| $4.16M | 0.02% |
29,608
-4,065
| -12% | -$571K |
|
402
Merit Medical Systems
MMSI
$5.47B
| $4.16M | 0.02% |
54,910
-12,912
| -19% | -$978K |
|
403
Teladoc Health
TDOC
$1.38B
| $4.15M | 0.02% |
274,576
-37,273
| -12% | -$563K |
|
404
Murphy USA
MUSA
$7.55B
| $4.06M | 0.02% |
9,677
-4,723
| -33% | -$1.98M |
|
405
Strategic Education
STRA
$1.99B
| $4.01M | 0.02% |
38,490
-5,840
| -13% | -$608K |
|
406
Polaris
PII
$3.35B
| $3.99M | 0.02% |
39,882
-22,393
| -36% | -$2.24M |
|
407
Haemonetics
HAE
$2.61B
| $3.99M | 0.02% |
46,779
-7,960
| -15% | -$679K |
|
408
Euronet Worldwide
EEFT
$3.59B
| $3.93M | 0.02% |
35,735
+3,548
| +11% | +$390K |
|
409
Boston Beer
SAM
$2.45B
| $3.92M | 0.02% |
12,867
-3,225
| -20% | -$982K |
|
410
Graham Holdings Company
GHC
$4.97B
| $3.86M | 0.02% |
5,033
-832
| -14% | -$639K |
|
411
Enviri
NVRI
$943M
| $3.86M | 0.02% |
421,689
+273,230
| +184% | +$2.5M |
|
412
American Express
AXP
$226B
| $3.83M | 0.02% |
16,806
+7,079
| +73% | +$1.61M |
|
413
Central Garden & Pet Class A
CENTA
$2.14B
| $3.83M | 0.02% |
103,641
-13,180
| -11% | -$487K |
|
414
Ralph Lauren
RL
$18.7B
| $3.8M | 0.02% |
20,239
-33,840
| -63% | -$6.35M |
|
415
Wabtec
WAB
$32.6B
| $3.77M | 0.02% |
+25,862
| New | +$3.77M |
|
416
Performance Food Group
PFGC
$16.3B
| $3.68M | 0.02% |
+49,237
| New | +$3.68M |
|
417
Pricesmart
PSMT
$3.44B
| $3.6M | 0.02% |
42,798
-6,027
| -12% | -$506K |
|
418
Chart Industries
GTLS
$8.98B
| $3.57M | 0.02% |
+21,675
| New | +$3.57M |
|
419
Cal-Maine
CALM
$5.41B
| $3.55M | 0.02% |
60,344
-8,624
| -13% | -$508K |
|
420
Truist Financial
TFC
$58.4B
| $3.53M | 0.02% |
+90,614
| New | +$3.53M |
|
421
FirstCash
FCFS
$6.56B
| $3.52M | 0.02% |
27,594
+1,391
| +5% | +$177K |
|
422
Sweetgreen
SG
$1.03B
| $3.5M | 0.02% |
138,481
-32,342
| -19% | -$817K |
|
423
Canadian Pacific Kansas City
CP
$69.9B
| $3.47M | 0.02% |
39,348
-64,818
| -62% | -$5.72M |
|
424
Certara
CERT
$1.72B
| $3.46M | 0.02% |
193,551
-25,073
| -11% | -$448K |
|
425
Envista
NVST
$3.51B
| $3.39M | 0.02% |
158,417
-24,060
| -13% | -$514K |
|