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 | |
|---|---|---|---|---|---|---|
401
Chart Industries
GTLS
$8.96B
| $3.29M | 0.02% |
17,236
-40,258
| -70% | -$7.68M |
|
402
CGI
GIB
$21.3B
| $3.27M | 0.02% |
29,892
+14,948
| +100% | +$1.63M |
|
403
Aon
AON
$79.1B
| $3.26M | 0.02% |
9,087
-41,403
| -82% | -$14.9M |
|
404
Textron
TXT
$14.3B
| $3.22M | 0.01% |
42,111
-94,544
| -69% | -$7.23M |
|
405
Synovus
SNV
$7.13B
| $3.21M | 0.01% |
+62,575
| New | +$3.21M |
|
406
NorthWestern Energy
NWE
$3.48B
| $3.2M | 0.01% |
+59,839
| New | +$3.2M |
|
407
Estee Lauder
EL
$31.9B
| $3.16M | 0.01% |
42,148
-20,742
| -33% | -$1.56M |
|
408
Mercado Libre
MELI
$120B
| $2.99M | 0.01% |
1,758
-79
| -4% | -$134K |
|
409
Wingstop
WING
$8.03B
| $2.94M | 0.01% |
10,344
-15,837
| -60% | -$4.5M |
|
410
Citizens Financial Group
CFG
$22.3B
| $2.88M | 0.01% |
+65,813
| New | +$2.88M |
|
411
Dollar Tree
DLTR
$19.6B
| $2.82M | 0.01% |
37,663
-19,904
| -35% | -$1.49M |
|
|
DNB
412
DELISTED
Dun & Bradstreet
DNB
| $2.78M | 0.01% |
+223,337
| New | +$2.78M |
|
413
Centrus Energy
LEU
$4.01B
| $2.78M | 0.01% |
41,767
-15,633
| -27% | -$1.04M |
|
414
Strategic Education
STRA
$1.98B
| $2.78M | 0.01% |
29,708
+3,368
| +13% | +$315K |
|
415
OneMain Financial
OMF
$7.23B
| $2.7M | 0.01% |
51,713
+25,297
| +96% | +$1.32M |
|
416
Applied Materials
AMAT
$130B
| $2.69M | 0.01% |
16,548
-564,369
| -97% | -$91.8M |
|
417
Commault Systems
CVLT
$8.23B
| $2.68M | 0.01% |
17,736
-3,866
| -18% | -$583K |
|
418
Casey's General Stores
CASY
$20B
| $2.65M | 0.01% |
6,693
-9,428
| -58% | -$3.74M |
|
419
Confluent
CFLT
$6.82B
| $2.6M | 0.01% |
93,040
-188,053
| -67% | -$5.26M |
|
420
Boyd Gaming
BYD
$6.85B
| $2.6M | 0.01% |
35,838
-24,314
| -40% | -$1.76M |
|
421
Qualys
QLYS
$4.81B
| $2.59M | 0.01% |
18,485
-20,349
| -52% | -$2.85M |
|
422
GE HealthCare
GEHC
$35.9B
| $2.5M | 0.01% |
32,019
-24,558
| -43% | -$1.92M |
|
423
Aptiv
APTV
$17.8B
| $2.47M | 0.01% |
40,791
+25,858
| +173% | +$1.56M |
|
424
Seagate
STX
$40.8B
| $2.47M | 0.01% |
+28,582
| New | +$2.47M |
|
425
Autoliv
ALV
$9.65B
| $2.46M | 0.01% |
26,223
-58,477
| -69% | -$5.48M |
|