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 | |
|---|---|---|---|---|---|---|
401
Harmony Gold Mining
HMY
$8.78B
| $4.1M | 0.02% |
403,178
+103,608
| +35% | +$1.05M |
|
402
ZTO Express
ZTO
$14.7B
| $4.09M | 0.02% |
165,275
-248,589
| -60% | -$6.16M |
|
403
ADT
ADT
$7.13B
| $4.09M | 0.02% |
566,077
+389,442
| +220% | +$2.82M |
|
404
NewMarket
NEU
$7.64B
| $4.08M | 0.02% |
7,401
-2,820
| -28% | -$1.56M |
|
405
Dollar Tree
DLTR
$20.6B
| $4.05M | 0.02% |
57,567
-266,769
| -82% | -$18.8M |
|
406
Century Aluminum
CENX
$2.06B
| $4.02M | 0.02% |
247,404
+172,903
| +232% | +$2.81M |
|
|
SW
407
Smurfit Westrock plc
SW
$24.5B
| $3.98M | 0.02% |
+80,596
| New | +$3.98M |
|
408
Sanmina
SANM
$6.44B
| $3.98M | 0.02% |
58,146
-447
| -0.8% | -$30.6K |
|
409
DXC Technology
DXC
$2.65B
| $3.98M | 0.02% |
191,637
-129,358
| -40% | -$2.68M |
|
410
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $3.96M | 0.02% |
132,898
+2,881
| +2% | +$85.9K |
|
411
Murphy USA
MUSA
$7.47B
| $3.92M | 0.02% |
7,958
-4,946
| -38% | -$2.44M |
|
412
Boyd Gaming
BYD
$6.93B
| $3.89M | 0.02% |
60,152
-62,867
| -51% | -$4.06M |
|
413
Organon & Co
OGN
$2.7B
| $3.89M | 0.02% |
+203,196
| New | +$3.89M |
|
414
Kyndryl
KD
$7.57B
| $3.89M | 0.02% |
169,066
+46,326
| +38% | +$1.06M |
|
415
Columbia Sportswear
COLM
$3.09B
| $3.87M | 0.02% |
46,488
+1,410
| +3% | +$117K |
|
416
e.l.f. Beauty
ELF
$7.6B
| $3.86M | 0.02% |
35,436
-101,687
| -74% | -$11.1M |
|
417
Interactive Brokers
IBKR
$26.8B
| $3.84M | 0.02% |
110,184
+27,800
| +34% | +$969K |
|
418
Steris
STE
$24.2B
| $3.82M | 0.02% |
15,741
-6,212
| -28% | -$1.51M |
|
419
Herc Holdings
HRI
$4.6B
| $3.81M | 0.02% |
23,922
+19,659
| +461% | +$3.13M |
|
420
Brady Corp
BRC
$3.86B
| $3.79M | 0.02% |
49,405
-12,404
| -20% | -$951K |
|
421
Mercado Libre
MELI
$123B
| $3.77M | 0.02% |
1,837
+267
| +17% | +$548K |
|
422
Charter Communications
CHTR
$35.7B
| $3.72M | 0.02% |
11,488
-29,911
| -72% | -$9.69M |
|
423
Cognizant
CTSH
$35.1B
| $3.72M | 0.02% |
48,201
-24,538
| -34% | -$1.89M |
|
424
Dolby
DLB
$6.96B
| $3.71M | 0.02% |
48,491
+20,004
| +70% | +$1.53M |
|
425
Box
BOX
$4.75B
| $3.71M | 0.02% |
113,272
+15,119
| +15% | +$495K |
|