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 | |
|---|---|---|---|---|---|---|
401
Array Technologies
ARRY
$1.34B
| $3.95M | 0.02% |
+385,102
| New | +$3.95M |
|
402
EOG Resources
EOG
$64.2B
| $3.91M | 0.02% |
31,096
-92,264
| -75% | -$11.6M |
|
403
Interparfums
IPAR
$3.65B
| $3.9M | 0.02% |
33,608
+4,000
| +14% | +$464K |
|
404
NVR
NVR
$23.6B
| $3.89M | 0.02% |
512
+472
| +1,180% | +$3.58M |
|
405
Sanmina
SANM
$6.34B
| $3.88M | 0.02% |
58,593
-95,547
| -62% | -$6.33M |
|
406
Pinnacle West Capital
PNW
$10.5B
| $3.81M | 0.02% |
49,875
+9,836
| +25% | +$751K |
|
407
Biogen
BIIB
$20.7B
| $3.81M | 0.02% |
16,416
-28,536
| -63% | -$6.62M |
|
408
Liberty Energy
LBRT
$1.64B
| $3.8M | 0.02% |
181,984
-99,837
| -35% | -$2.09M |
|
409
Robinhood
HOOD
$105B
| $3.75M | 0.02% |
+165,165
| New | +$3.75M |
|
410
Graham Holdings Company
GHC
$4.97B
| $3.74M | 0.02% |
5,347
+314
| +6% | +$220K |
|
411
Moody's
MCO
$91B
| $3.74M | 0.02% |
8,878
-9,378
| -51% | -$3.95M |
|
412
Central Garden & Pet Class A
CENTA
$2.14B
| $3.74M | 0.02% |
113,080
+9,439
| +9% | +$312K |
|
413
Campbell Soup
CPB
$10.1B
| $3.73M | 0.02% |
82,534
-79,664
| -49% | -$3.6M |
|
414
Evercore
EVR
$12.5B
| $3.73M | 0.02% |
17,891
-55,618
| -76% | -$11.6M |
|
415
Hims & Hers Health
HIMS
$10.8B
| $3.71M | 0.02% |
183,821
+81,128
| +79% | +$1.64M |
|
416
Cooper Companies
COO
$13.7B
| $3.66M | 0.02% |
41,968
-106,443
| -72% | -$9.29M |
|
417
United Rentals
URI
$62.4B
| $3.65M | 0.02% |
+5,644
| New | +$3.65M |
|
418
KKR & Co
KKR
$124B
| $3.64M | 0.02% |
34,606
+10,196
| +42% | +$1.07M |
|
419
Haemonetics
HAE
$2.61B
| $3.6M | 0.02% |
43,573
-3,206
| -7% | -$265K |
|
420
Ashland
ASH
$2.49B
| $3.6M | 0.02% |
+38,109
| New | +$3.6M |
|
421
Columbia Sportswear
COLM
$3.1B
| $3.56M | 0.02% |
45,078
+26,486
| +142% | +$2.09M |
|
|
GTM
422
ZoomInfo Technologies
GTM
$3.39B
| $3.56M | 0.02% |
279,044
+208,252
| +294% | +$2.66M |
|
423
ASGN Inc
ASGN
$2.3B
| $3.54M | 0.02% |
+40,153
| New | +$3.54M |
|
424
Pricesmart
PSMT
$3.44B
| $3.54M | 0.02% |
43,555
+757
| +2% | +$61.5K |
|
425
Celsius Holdings
CELH
$14.4B
| $3.52M | 0.02% |
61,710
-3,957
| -6% | -$226K |
|