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 | |
|---|---|---|---|---|---|---|
426
CNA Financial
CNA
$12.7B
| $2.4M | 0.01% |
49,565
+4,908
| +11% | +$237K |
|
427
Brown-Forman Class B
BF.B
$12.9B
| $2.34M | 0.01% |
61,652
-28,126
| -31% | -$1.07M |
|
428
Owens Corning
OC
$12.7B
| $2.33M | 0.01% |
13,693
-26,214
| -66% | -$4.46M |
|
429
BioNTech
BNTX
$24.3B
| $2.31M | 0.01% |
20,277
+14,604
| +257% | +$1.66M |
|
430
Magna International
MGA
$12.8B
| $2.26M | 0.01% |
54,169
+45,541
| +528% | +$1.9M |
|
431
TFI International
TFII
$7.53B
| $2.26M | 0.01% |
+16,712
| New | +$2.26M |
|
432
Steris
STE
$24.3B
| $2.25M | 0.01% |
10,968
-4,773
| -30% | -$981K |
|
433
Columbia Sportswear
COLM
$2.99B
| $2.22M | 0.01% |
26,496
-19,992
| -43% | -$1.68M |
|
434
Carter's
CRI
$1.05B
| $2.19M | 0.01% |
40,377
+12,948
| +47% | +$702K |
|
435
InterDigital
IDCC
$7.88B
| $2.18M | 0.01% |
11,251
-11,589
| -51% | -$2.25M |
|
436
Apollo Global Management
APO
$77.9B
| $2.15M | 0.01% |
13,029
+1,270
| +11% | +$210K |
|
437
Marriott Vacations Worldwide
VAC
$2.67B
| $2.13M | 0.01% |
23,717
-2,035
| -8% | -$183K |
|
438
Gartner
IT
$17.8B
| $2.12M | 0.01% |
+4,380
| New | +$2.12M |
|
439
BJs Wholesale Club
BJ
$12.8B
| $2.12M | 0.01% |
23,715
-52,075
| -69% | -$4.65M |
|
440
Insulet
PODD
$23.8B
| $2.02M | 0.01% |
7,730
-3,412
| -31% | -$891K |
|
441
Cooper Companies
COO
$13.5B
| $2.01M | 0.01% |
21,836
-8,813
| -29% | -$810K |
|
442
Nexstar Media Group
NXST
$5.97B
| $1.99M | 0.01% |
12,620
-3,583
| -22% | -$566K |
|
443
Snap-on
SNA
$16.9B
| $1.97M | 0.01% |
5,815
-24,894
| -81% | -$8.45M |
|
444
Assurant
AIZ
$10.5B
| $1.96M | 0.01% |
9,203
-70,096
| -88% | -$14.9M |
|
445
Masimo
MASI
$7.98B
| $1.88M | 0.01% |
11,391
+3,774
| +50% | +$624K |
|
446
Kinsale Capital Group
KNSL
$10.3B
| $1.84M | 0.01% |
3,960
-1,283
| -24% | -$597K |
|
447
TJX Companies
TJX
$155B
| $1.84M | 0.01% |
15,236
-110,795
| -88% | -$13.4M |
|
448
CF Industries
CF
$13.8B
| $1.81M | 0.01% |
21,194
+17,657
| +499% | +$1.51M |
|
449
Cheniere Energy
LNG
$51.9B
| $1.8M | 0.01% |
8,360
| – | – |
|
450
Rockwell Automation
ROK
$38.5B
| $1.78M | 0.01% |
+6,220
| New | +$1.78M |
|