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 | |
|---|---|---|---|---|---|---|
501
National Beverage
FIZZ
$3.66B
| $2.18M | 0.01% |
43,861
-4,734
| -10% | -$235K |
|
502
Insight Enterprises
NSIT
$3.92B
| $2.14M | 0.01% |
+12,055
| New | +$2.14M |
|
503
Tootsie Roll Industries
TR
$2.9B
| $2.14M | 0.01% |
68,143
-9,015
| -12% | -$282K |
|
504
Perdoceo Education
PRDO
$2.15B
| $2.12M | 0.01% |
120,822
-12,216
| -9% | -$215K |
|
505
Wheaton Precious Metals
WPM
$47.7B
| $2.1M | 0.01% |
42,634
+950
| +2% | +$46.9K |
|
506
lululemon athletica
LULU
$19.5B
| $2.08M | 0.01% |
4,070
| – | – |
|
507
Uranium Energy
UEC
$5.66B
| $2.05M | 0.01% |
+320,925
| New | +$2.05M |
|
508
Consolidated Edison
ED
$34.9B
| $2.05M | 0.01% |
22,571
-81,603
| -78% | -$7.42M |
|
509
TopBuild
BLD
$11.7B
| $2.05M | 0.01% |
5,479
+196
| +4% | +$73.4K |
|
510
Airbnb
ABNB
$75.5B
| $2.05M | 0.01% |
15,037
-255,912
| -94% | -$34.8M |
|
511
Hudbay
HBM
$5.28B
| $2.04M | 0.01% |
369,646
-247,785
| -40% | -$1.37M |
|
512
Tandem Diabetes Care
TNDM
$849M
| $2.02M | 0.01% |
68,384
-9,175
| -12% | -$271K |
|
513
KKR & Co
KKR
$124B
| $2.02M | 0.01% |
24,410
| – | – |
|
514
Green Plains
GPRE
$643M
| $2.01M | 0.01% |
79,573
-54,011
| -40% | -$1.36M |
|
|
515
Broadcom
AVGO
$1.71T
| $2M | 0.01% |
17,900
-522,510
| -97% | -$58.3M |
|
516
CrowdStrike
CRWD
$106B
| $1.99M | 0.01% |
7,805
-1,063
| -12% | -$271K |
|
517
Essent Group
ESNT
$6.25B
| $1.99M | 0.01% |
37,723
-14,903
| -28% | -$786K |
|
518
United Therapeutics
UTHR
$18B
| $1.98M | 0.01% |
9,019
-9,128
| -50% | -$2.01M |
|
519
Pilgrim's Pride
PPC
$10.1B
| $1.96M | 0.01% |
70,900
-8,046
| -10% | -$223K |
|
520
Advanced Drainage Systems
WMS
$10.9B
| $1.96M | 0.01% |
13,917
+7,384
| +113% | +$1.04M |
|
521
NextEra Energy, Inc.
NEE
$146B
| $1.94M | 0.01% |
31,937
-114,559
| -78% | -$6.96M |
|
522
Lamar Advertising Co
LAMR
$12.9B
| $1.94M | 0.01% |
18,218
-6,078
| -25% | -$646K |
|
523
Sweetgreen
SG
$1.02B
| $1.93M | 0.01% |
170,823
-14,585
| -8% | -$165K |
|
524
Keurig Dr Pepper
KDP
$37B
| $1.91M | 0.01% |
+57,233
| New | +$1.91M |
|
525
Lyft
LYFT
$7.88B
| $1.87M | 0.01% |
+124,440
| New | +$1.87M |
|