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 |
NVIDIA
NVDA
|
+$693M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$451M |
| 3 |
Microsoft
MSFT
|
+$450M |
| 4 |
Johnson & Johnson
JNJ
|
+$303M |
| 5 |
Uber
UBER
|
+$293M |
Top Sells
| 1 |
Alibaba
BABA
|
+$748M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$452M |
| 3 |
Constellation Energy
CEG
|
+$257M |
| 4 |
Pinduoduo
PDD
|
+$206M |
| 5 |
Baidu
BIDU
|
+$191M |
Sector Composition
| 1 | Technology | 28.87% |
| 2 | Communication Services | 11.52% |
| 3 | Financials | 9.89% |
| 4 | Healthcare | 8.37% |
| 5 | Consumer Discretionary | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Church & Dwight Co
CHD
$22.7B
| $1.34M | 0.01% |
13,952
-4,368
| -24% | -$420K |
|
452
Constellation Brands
STZ
$25.2B
| $1.34M | 0.01% |
8,233
-3,213
| -28% | -$523K |
|
453
UGI
UGI
$7.38B
| $1.32M | 0.01% |
36,252
-98,044
| -73% | -$3.57M |
|
454
Mister Car Wash
MCW
$1.77B
| $1.31M | 0.01% |
+217,205
| New | +$1.31M |
|
455
Teradata
TDC
$1.99B
| $1.29M | 0.01% |
+57,747
| New | +$1.29M |
|
456
Evercore
EVR
$12.8B
| $1.28M | 0.01% |
4,743
-40,543
| -90% | -$10.9M |
|
457
Kraft Heinz
KHC
$31.5B
| $1.25M | 0.01% |
48,439
-16,078
| -25% | -$415K |
|
458
TransAlta
TAC
$3.76B
| $1.23M | ﹤0.01% |
+113,815
| New | +$1.23M |
|
459
Crown Holdings
CCK
$11B
| $1.21M | ﹤0.01% |
11,740
-6,476
| -36% | -$667K |
|
460
Emerson Electric
EMR
$75.2B
| $1.18M | ﹤0.01% |
+8,872
| New | +$1.18M |
|
461
Dollar Tree
DLTR
$20.2B
| $1.17M | ﹤0.01% |
11,790
-4,280
| -27% | -$424K |
|
462
Meritage Homes
MTH
$5.59B
| $1.16M | ﹤0.01% |
17,306
+12,639
| +271% | +$846K |
|
463
Neurocrine Biosciences
NBIX
$14B
| $1.12M | ﹤0.01% |
8,943
-78,295
| -90% | -$9.84M |
|
464
J.M. Smucker
SJM
$11.7B
| $1.12M | ﹤0.01% |
11,404
-124,545
| -92% | -$12.2M |
|
465
GE HealthCare
GEHC
$34.7B
| $1.12M | ﹤0.01% |
15,066
-111,996
| -88% | -$8.3M |
|
466
NVR
NVR
$23B
| $1.09M | ﹤0.01% |
147
-1,385
| -90% | -$10.2M |
|
467
Janus Henderson
JHG
$6.96B
| $1.08M | ﹤0.01% |
27,926
-22,606
| -45% | -$878K |
|
468
Estee Lauder
EL
$31.5B
| $1.06M | ﹤0.01% |
13,180
-4,351
| -25% | -$352K |
|
469
Casey's General Stores
CASY
$20B
| $1.06M | ﹤0.01% |
2,086
-669
| -24% | -$341K |
|
470
Nextracker
NXT
$10B
| $1.06M | ﹤0.01% |
19,416
-96,066
| -83% | -$5.22M |
|
471
Scotiabank
BNS
$79.4B
| $1.03M | ﹤0.01% |
18,739
-133,317
| -88% | -$7.36M |
|
472
Cavco Industries
CVCO
$4.28B
| $1.02M | ﹤0.01% |
2,348
+1,819
| +344% | +$790K |
|
473
Korn Ferry
KFY
$3.81B
| $968K | ﹤0.01% |
13,194
-17,337
| -57% | -$1.27M |
|
474
ASGN Inc
ASGN
$2.23B
| $964K | ﹤0.01% |
19,316
-21,514
| -53% | -$1.07M |
|
475
FirstCash
FCFS
$6.46B
| $952K | ﹤0.01% |
+7,044
| New | +$952K |
|