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 | |
|---|---|---|---|---|---|---|
501
Teleflex
TFX
$5.76B
| $625K | ﹤0.01% |
5,279
+3,263
| +162% | +$386K |
|
502
CAE Inc
CAE
$8.44B
| $602K | ﹤0.01% |
+20,577
| New | +$602K |
|
503
Popular Inc
BPOP
$8.45B
| $601K | ﹤0.01% |
5,449
-9,073
| -62% | -$1,000K |
|
504
Zimmer Biomet
ZBH
$20.3B
| $598K | ﹤0.01% |
6,561
-1,960
| -23% | -$179K |
|
505
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $591K | ﹤0.01% |
7,334
| – | – |
|
506
Performance Food Group
PFGC
$16.3B
| $577K | ﹤0.01% |
6,596
-687
| -9% | -$60.1K |
|
507
KB Home
KBH
$4.46B
| $573K | ﹤0.01% |
10,813
-107,470
| -91% | -$5.69M |
|
508
Royal Bank of Canada
RY
$203B
| $557K | ﹤0.01% |
4,233
-96,371
| -96% | -$12.7M |
|
509
McCormick & Company Non-Voting
MKC
$18.4B
| $556K | ﹤0.01% |
7,336
+989
| +16% | +$75K |
|
510
Brown-Forman Class B
BF.B
$12.9B
| $545K | ﹤0.01% |
20,264
-5,137
| -20% | -$138K |
|
511
Wingstop
WING
$7.84B
| $532K | ﹤0.01% |
1,581
-525
| -25% | -$177K |
|
512
Prologis
PLD
$103B
| $527K | ﹤0.01% |
5,014
-2,531
| -34% | -$266K |
|
513
CAVA Group
CAVA
$7.56B
| $526K | ﹤0.01% |
6,248
-1,683
| -21% | -$142K |
|
514
Brady Corp
BRC
$3.69B
| $516K | ﹤0.01% |
7,597
-8,043
| -51% | -$547K |
|
|
EU
515
enCore Energy
EU
$438M
| $515K | ﹤0.01% |
180,171
-99,083
| -35% | -$283K |
|
516
Baxter International
BAX
$12.3B
| $513K | ﹤0.01% |
16,940
-4,794
| -22% | -$145K |
|
517
Unilever
UL
$154B
| $512K | ﹤0.01% |
8,372
-11,487
| -58% | -$703K |
|
518
Hormel Foods
HRL
$13.7B
| $498K | ﹤0.01% |
16,450
-5,271
| -24% | -$159K |
|
519
Signet Jewelers
SIG
$3.75B
| $492K | ﹤0.01% |
6,184
-24,802
| -80% | -$1.97M |
|
520
KKR & Co
KKR
$124B
| $482K | ﹤0.01% |
3,624
-830
| -19% | -$110K |
|
521
Snap-on
SNA
$16.9B
| $477K | ﹤0.01% |
1,534
-45,479
| -97% | -$14.2M |
|
522
Hologic
HOLX
$14.6B
| $477K | ﹤0.01% |
7,314
-24,557
| -77% | -$1.6M |
|
523
PotlatchDeltic
PCH
$3.21B
| $476K | ﹤0.01% |
12,415
-140,221
| -92% | -$5.38M |
|
524
Conagra Brands
CAG
$9.27B
| $473K | ﹤0.01% |
23,094
-925
| -4% | -$18.9K |
|
525
Cooper Companies
COO
$13.5B
| $464K | ﹤0.01% |
6,516
-1,979
| -23% | -$141K |
|