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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.33B |
| 2 |
AT&T
T
|
+$118M |
| 3 |
PayPal
PYPL
|
+$97M |
| 4 |
eBay
EBAY
|
+$92.8M |
| 5 |
Vistra
VST
|
+$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$195M |
| 2 |
Walmart
WMT
|
+$187M |
| 3 |
NVIDIA
NVDA
|
+$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$143M |
| 5 |
Johnson & Johnson
JNJ
|
+$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
KKR & Co
KKR
$124B
| $1.03M | ﹤0.01% |
6,946
-18,664
| -73% | -$2.76M |
|
502
Academy Sports + Outdoors
ASO
$3.36B
| $1.02M | ﹤0.01% |
17,674
-12,842
| -42% | -$739K |
|
503
Flowers Foods
FLO
$3.15B
| $1.01M | ﹤0.01% |
48,688
-92,085
| -65% | -$1.9M |
|
504
Stellantis
STLA
$25.8B
| $999K | ﹤0.01% |
+76,523
| New | +$999K |
|
|
DFS
505
DELISTED
Discover Financial Services
DFS
| $997K | ﹤0.01% |
5,757
+2,194
| +62% | +$380K |
|
506
Encompass Health
EHC
$12.7B
| $995K | ﹤0.01% |
10,778
-5,362
| -33% | -$495K |
|
507
Chevron
CVX
$310B
| $993K | ﹤0.01% |
6,856
-662,263
| -99% | -$95.9M |
|
508
Visteon
VC
$3.51B
| $985K | ﹤0.01% |
11,106
-15,736
| -59% | -$1.4M |
|
509
Post Holdings
POST
$5.77B
| $967K | ﹤0.01% |
8,444
-40,648
| -83% | -$4.65M |
|
510
Copa Holdings
CPA
$4.73B
| $961K | ﹤0.01% |
+10,940
| New | +$961K |
|
511
Cabot Corp
CBT
$4.31B
| $959K | ﹤0.01% |
10,508
-47,555
| -82% | -$4.34M |
|
512
Axcelis
ACLS
$2.57B
| $956K | ﹤0.01% |
13,678
-5,367
| -28% | -$375K |
|
513
Palantir
PLTR
$385B
| $950K | ﹤0.01% |
12,563
-510,985
| -98% | -$38.6M |
|
514
Remitly
RELY
$4.11B
| $948K | ﹤0.01% |
+41,986
| New | +$948K |
|
515
Penumbra
PEN
$11.1B
| $948K | ﹤0.01% |
3,990
-1,799
| -31% | -$427K |
|
516
Teleflex
TFX
$5.75B
| $935K | ﹤0.01% |
5,256
-2,330
| -31% | -$415K |
|
517
Sensata Technologies
ST
$4.66B
| $931K | ﹤0.01% |
33,965
+23,379
| +221% | +$641K |
|
518
CCC Intelligent Solutions
CCCS
$6.42B
| $929K | ﹤0.01% |
+79,167
| New | +$929K |
|
519
Henry Schein
HSIC
$8.21B
| $925K | ﹤0.01% |
13,367
-45,887
| -77% | -$3.18M |
|
520
Valmont Industries
VMI
$7.49B
| $911K | ﹤0.01% |
2,969
-2,250
| -43% | -$690K |
|
521
First Horizon
FHN
$11.3B
| $903K | ﹤0.01% |
+44,841
| New | +$903K |
|
522
Sprott Junior Uranium Miners ETF
URNJ
$355M
| $893K | ﹤0.01% |
48,049
-23,465
| -33% | -$436K |
|
523
Shake Shack
SHAK
$3.93B
| $879K | ﹤0.01% |
6,773
-3,032
| -31% | -$394K |
|
524
Glaukos
GKOS
$5.27B
| $873K | ﹤0.01% |
5,820
-2,554
| -30% | -$383K |
|
525
Performance Food Group
PFGC
$16.4B
| $848K | ﹤0.01% |
10,024
-5,050
| -34% | -$427K |
|