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 | |
|---|---|---|---|---|---|---|
426
Ross Stores
ROST
$48.8B
| $3.52M | 0.02% |
24,242
-38,489
| -61% | -$5.59M |
|
427
Strategic Education
STRA
$1.93B
| $3.51M | 0.02% |
31,727
-6,763
| -18% | -$748K |
|
428
Penumbra
PEN
$10.9B
| $3.49M | 0.02% |
19,402
-962
| -5% | -$173K |
|
429
Western Union
WU
$2.73B
| $3.48M | 0.02% |
284,912
+191,599
| +205% | +$2.34M |
|
430
NetApp
NTAP
$24.7B
| $3.48M | 0.02% |
26,985
-278,081
| -91% | -$35.8M |
|
431
Avery Dennison
AVY
$12.9B
| $3.47M | 0.02% |
15,866
+10,957
| +223% | +$2.4M |
|
432
Lennox International
LII
$19.8B
| $3.44M | 0.02% |
+6,424
| New | +$3.44M |
|
433
Smith & Nephew
SNN
$16.6B
| $3.44M | 0.02% |
138,667
+75,628
| +120% | +$1.87M |
|
434
ManpowerGroup
MAN
$1.74B
| $3.4M | 0.02% |
48,740
+13,021
| +36% | +$909K |
|
435
Abercrombie & Fitch
ANF
$4.6B
| $3.37M | 0.02% |
+18,973
| New | +$3.37M |
|
436
Transmedics
TMDX
$3.61B
| $3.34M | 0.02% |
22,196
+15,907
| +253% | +$2.4M |
|
437
Cal-Maine
CALM
$5.18B
| $3.32M | 0.02% |
54,318
-6,026
| -10% | -$368K |
|
438
Integra LifeSciences
IART
$1.17B
| $3.3M | 0.02% |
113,340
+46,720
| +70% | +$1.36M |
|
439
Nike
NKE
$109B
| $3.28M | 0.02% |
43,476
-20,569
| -32% | -$1.55M |
|
440
Kyndryl
KD
$7.62B
| $3.23M | 0.02% |
+122,740
| New | +$3.23M |
|
441
Kinsale Capital Group
KNSL
$10.3B
| $3.23M | 0.02% |
+8,375
| New | +$3.23M |
|
442
Tyson Foods
TSN
$19.6B
| $3.23M | 0.02% |
56,455
+7,794
| +16% | +$445K |
|
443
Mueller Industries
MLI
$10.7B
| $3.22M | 0.02% |
+56,540
| New | +$3.22M |
|
444
Papa John's
PZZA
$1.61B
| $3.21M | 0.02% |
68,396
+20,901
| +44% | +$982K |
|
445
Cisco
CSCO
$269B
| $3.18M | 0.02% |
66,904
-51,493
| -43% | -$2.45M |
|
446
M/I Homes
MHO
$3.97B
| $3.16M | 0.02% |
25,863
-22,602
| -47% | -$2.76M |
|
447
Royal Bank of Canada
RY
$204B
| $3.14M | 0.02% |
+29,531
| New | +$3.14M |
|
448
Comfort Systems
FIX
$26.3B
| $3.13M | 0.02% |
+10,276
| New | +$3.13M |
|
449
Hudbay
HBM
$5.27B
| $3.09M | 0.02% |
341,240
-602,205
| -64% | -$5.45M |
|
450
PBF Energy
PBF
$3.28B
| $3.07M | 0.02% |
66,614
-83,610
| -56% | -$3.85M |
|