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 |
Alphabet (Google) Class A
GOOGL
|
+$502M |
| 2 |
NVIDIA
NVDA
|
+$394M |
| 3 |
Apple
AAPL
|
+$316M |
| 4 |
Amazon
AMZN
|
+$189M |
| 5 |
Microsoft
MSFT
|
+$161M |
Top Sells
| 1 |
Costco
COST
|
+$112M |
| 2 |
Coca-Cola
KO
|
+$105M |
| 3 |
Pinduoduo
PDD
|
+$104M |
| 4 |
Cisco
CSCO
|
+$90M |
| 5 |
Procter & Gamble
PG
|
+$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Verisk Analytics
VRSK
$38.1B
| $2.27M | 0.01% |
9,610
-16,547
| -63% | -$3.9M |
|
477
Newmont
NEM
$83.4B
| $2.26M | 0.01% |
63,110
+25,462
| +68% | +$913K |
|
478
LKQ Corp
LKQ
$8.39B
| $2.25M | 0.01% |
42,202
+21,720
| +106% | +$1.16M |
|
479
Century Aluminum
CENX
$2.03B
| $2.25M | 0.01% |
146,445
+48,195
| +49% | +$742K |
|
480
Cracker Barrel
CBRL
$1.13B
| $2.25M | 0.01% |
30,879
-9,211
| -23% | -$670K |
|
481
Guardant Health
GH
$7.41B
| $2.22M | 0.01% |
107,816
+72,699
| +207% | +$1.5M |
|
482
Worthington Enterprises
WOR
$3.23B
| $2.22M | 0.01% |
35,653
-39,038
| -52% | -$2.43M |
|
483
CorVel
CRVL
$4.64B
| $2.2M | 0.01% |
25,089
-3,903
| -13% | -$342K |
|
484
QuidelOrtho
QDEL
$1.93B
| $2.18M | 0.01% |
45,563
-7,777
| -15% | -$373K |
|
485
Autohome
ATHM
$3.38B
| $2.18M | 0.01% |
83,025
-51,538
| -38% | -$1.35M |
|
486
Equifax
EFX
$31.2B
| $2.17M | 0.01% |
8,107
+2,697
| +50% | +$722K |
|
487
LPL Financial
LPLA
$27.2B
| $2.15M | 0.01% |
8,122
-34,677
| -81% | -$9.16M |
|
488
Linde
LIN
$223B
| $2.14M | 0.01% |
4,619
-3,377
| -42% | -$1.57M |
|
489
Danaher
DHR
$142B
| $2.14M | 0.01% |
8,581
-4,475
| -34% | -$1.12M |
|
490
Pilgrim's Pride
PPC
$10.6B
| $2.14M | 0.01% |
62,413
-8,487
| -12% | -$291K |
|
491
Marvell Technology
MRVL
$57.6B
| $2.14M | 0.01% |
30,210
| – | – |
|
492
Tandem Diabetes Care
TNDM
$845M
| $2.11M | 0.01% |
59,600
-8,784
| -13% | -$311K |
|
493
Pfizer
PFE
$140B
| $2.1M | 0.01% |
75,606
-1,205,825
| -94% | -$33.5M |
|
|
PDCO
494
DELISTED
Patterson Companies, Inc.
PDCO
| $2.06M | 0.01% |
74,619
-14,840
| -17% | -$410K |
|
495
Masimo
MASI
$8.08B
| $2.04M | 0.01% |
13,887
-31,839
| -70% | -$4.68M |
|
496
Penske Automotive Group
PAG
$12.4B
| $2.03M | 0.01% |
12,560
-11,388
| -48% | -$1.84M |
|
497
HP
HPQ
$27.1B
| $2.02M | 0.01% |
66,889
-226,694
| -77% | -$6.85M |
|
498
Steven Madden
SHOO
$2.22B
| $2M | 0.01% |
47,366
-156,860
| -77% | -$6.63M |
|
499
Corteva
CTVA
$49.5B
| $1.98M | 0.01% |
+34,344
| New | +$1.98M |
|
500
Privia Health
PRVA
$2.9B
| $1.97M | 0.01% |
100,710
-14,580
| -13% | -$286K |
|