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 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Danaher
DHR
$138B
| $3.02M | 0.02% |
13,056
-2,990
| -19% | -$692K |
|
452
Matador Resources
MTDR
$6.16B
| $3.02M | 0.02% |
+53,092
| New | +$3.02M |
|
453
Valaris
VAL
$3.75B
| $3.01M | 0.02% |
43,946
-30,376
| -41% | -$2.08M |
|
454
Enphase Energy
ENPH
$4.85B
| $2.97M | 0.02% |
22,473
-70,482
| -76% | -$9.31M |
|
455
Cirrus Logic
CRUS
$5.78B
| $2.96M | 0.02% |
35,536
+672
| +2% | +$55.9K |
|
456
FedEx
FDX
$53.3B
| $2.93M | 0.02% |
+11,601
| New | +$2.93M |
|
457
Pinnacle West Capital
PNW
$10.5B
| $2.89M | 0.02% |
+40,287
| New | +$2.89M |
|
458
Premier
PINC
$2.21B
| $2.88M | 0.02% |
128,632
-14,412
| -10% | -$322K |
|
459
Palantir
PLTR
$396B
| $2.85M | 0.02% |
165,947
-183,218
| -52% | -$3.15M |
|
460
ManpowerGroup
MAN
$1.75B
| $2.84M | 0.02% |
35,770
+2,291
| +7% | +$182K |
|
461
FirstCash
FCFS
$6.46B
| $2.84M | 0.02% |
26,203
+13,336
| +104% | +$1.45M |
|
462
Travel + Leisure Co
TNL
$4B
| $2.82M | 0.02% |
72,100
-18,072
| -20% | -$706K |
|
463
Macy's
M
$4.56B
| $2.8M | 0.02% |
+139,351
| New | +$2.8M |
|
464
Synchrony
SYF
$27.8B
| $2.79M | 0.02% |
73,018
+45,185
| +162% | +$1.73M |
|
465
Brink's
BCO
$4.76B
| $2.78M | 0.02% |
31,628
-7,615
| -19% | -$670K |
|
466
AppFolio
APPF
$9.92B
| $2.77M | 0.02% |
15,967
+1,460
| +10% | +$253K |
|
467
Herbalife
HLF
$958M
| $2.75M | 0.02% |
179,887
-311,928
| -63% | -$4.76M |
|
468
Brown & Brown
BRO
$30.5B
| $2.74M | 0.02% |
+38,500
| New | +$2.74M |
|
469
Reynolds Consumer Products
REYN
$4.8B
| $2.72M | 0.02% |
101,350
-10,001
| -9% | -$268K |
|
470
Tri Pointe Homes
TPH
$3.07B
| $2.71M | 0.02% |
76,605
+6,208
| +9% | +$220K |
|
471
Cavco Industries
CVCO
$4.28B
| $2.7M | 0.02% |
7,778
-8,766
| -53% | -$3.04M |
|
472
Applied Materials
AMAT
$130B
| $2.69M | 0.02% |
16,605
+10,028
| +152% | +$1.63M |
|
473
American Water Works
AWK
$27B
| $2.69M | 0.02% |
20,355
-3,070
| -13% | -$405K |
|
474
Kinsale Capital Group
KNSL
$9.92B
| $2.66M | 0.01% |
7,953
+3,178
| +67% | +$1.06M |
|
475
Privia Health
PRVA
$2.78B
| $2.66M | 0.01% |
115,290
-11,826
| -9% | -$272K |
|