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 |
Lam Research
LRCX
|
$171M |
| 2 |
Constellation Energy
CEG
|
$149M |
| 3 |
Apple
AAPL
|
$131M |
| 4 |
Qualcomm
QCOM
|
$129M |
| 5 |
Broadcom
AVGO
|
$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$345M |
| 2 |
Walmart
WMT
|
$296M |
| 3 |
Johnson & Johnson
JNJ
|
$281M |
| 4 |
McDonald's
MCD
|
$255M |
| 5 |
Costco
COST
|
$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Centrus Energy
LEU
$3.74B
| $3.15M | 0.02% |
57,400
-5,312
| -8% | -$291K |
|
452
Central Garden & Pet Class A
CENTA
$2.15B
| $3.08M | 0.02% |
98,072
-15,008
| -13% | -$471K |
|
453
Array Technologies
ARRY
$1.37B
| $3.08M | 0.02% |
465,925
+80,823
| +21% | +$533K |
|
454
Mueller Industries
MLI
$10.8B
| $3.07M | 0.02% |
41,381
-15,159
| -27% | -$1.12M |
|
455
Frontdoor
FTDR
$4.59B
| $3.06M | 0.02% |
63,721
+37,881
| +147% | +$1.82M |
|
456
Genpact
G
$7.82B
| $3.01M | 0.02% |
76,821
-74,798
| -49% | -$2.93M |
|
457
BHP
BHP
$138B
| $2.98M | 0.02% |
+47,980
| New | +$2.98M |
|
458
PBF Energy
PBF
$3.3B
| $2.9M | 0.02% |
93,566
+26,952
| +40% | +$834K |
|
459
Smith & Nephew
SNN
$16.5B
| $2.88M | 0.02% |
92,609
-46,058
| -33% | -$1.43M |
|
460
Seadrill
SDRL
$2.04B
| $2.87M | 0.02% |
72,229
+40,912
| +131% | +$1.63M |
|
461
M/I Homes
MHO
$4.14B
| $2.82M | 0.02% |
16,466
-9,397
| -36% | -$1.61M |
|
462
RPM International
RPM
$16.2B
| $2.8M | 0.02% |
23,111
-19,296
| -46% | -$2.33M |
|
463
Minerals Technologies
MTX
$2.01B
| $2.78M | 0.02% |
35,938
+13,630
| +61% | +$1.05M |
|
464
Alamos Gold
AGI
$13.5B
| $2.78M | 0.02% |
139,191
+37,574
| +37% | +$749K |
|
465
Helmerich & Payne
HP
$2.01B
| $2.77M | 0.02% |
+91,097
| New | +$2.77M |
|
466
Federated Hermes
FHI
$4.1B
| $2.73M | 0.02% |
74,193
-9,267
| -11% | -$341K |
|
467
US Foods
USFD
$17.5B
| $2.69M | 0.02% |
43,674
-59,157
| -58% | -$3.64M |
|
468
Nexstar Media Group
NXST
$6.31B
| $2.68M | 0.02% |
16,203
-18,048
| -53% | -$2.98M |
|
469
Sweetgreen
SG
$1.06B
| $2.67M | 0.02% |
75,433
-56,612
| -43% | -$2.01M |
|
470
CorVel
CRVL
$4.39B
| $2.66M | 0.02% |
24,453
-9,249
| -27% | -$1.01M |
|
471
Olin
OLN
$2.9B
| $2.66M | 0.02% |
55,424
+41,078
| +286% | +$1.97M |
|
472
TC Energy
TRP
$53.9B
| $2.63M | 0.01% |
+55,339
| New | +$2.63M |
|
473
Campbell Soup
CPB
$10.1B
| $2.6M | 0.01% |
53,250
-29,284
| -35% | -$1.43M |
|
474
Insulet
PODD
$24.5B
| $2.59M | 0.01% |
11,142
-3,270
| -23% | -$761K |
|
475
Rambus
RMBS
$8.05B
| $2.58M | 0.01% |
61,148
+56,259
| +1,151% | +$2.38M |
|