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 |
iShares Core S&P 500 ETF
IVV
|
+$118M |
| 2 |
JPMorgan Chase
JPM
|
+$92.8M |
| 3 |
Bank of America
BAC
|
+$64.1M |
| 4 |
Citigroup
C
|
+$58.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$34.2M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$246M |
| 2 |
Johnson & Johnson
JNJ
|
+$202M |
| 3 |
Coca-Cola
KO
|
+$194M |
| 4 |
PepsiCo
PEP
|
+$181M |
| 5 |
McDonald's
MCD
|
+$141M |
Sector Composition
| 1 | Consumer Staples | 27.92% |
| 2 | Healthcare | 19.75% |
| 3 | Financials | 10.48% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Kosmos Energy
KOS
$775M
| $2.13M | 0.01% |
335,022
-510,338
| -60% | -$3.25M |
|
527
Envista
NVST
$3.51B
| $2.1M | 0.01% |
62,433
-58,054
| -48% | -$1.95M |
|
528
Valley National Bancorp
VLY
$6.02B
| $2.09M | 0.01% |
185,204
+61,271
| +49% | +$693K |
|
529
iRobot
IRBT
$106M
| $2.09M | 0.01% |
43,499
-31,226
| -42% | -$1.5M |
|
530
Pinnacle West Capital
PNW
$10.5B
| $2.05M | 0.01% |
26,988
+9,043
| +50% | +$688K |
|
531
Dick's Sporting Goods
DKS
$17.9B
| $2M | 0.01% |
16,662
+4,875
| +41% | +$586K |
|
532
California Water Service
CWT
$2.76B
| $2M | 0.01% |
32,919
-1,194
| -4% | -$72.4K |
|
533
Synovus
SNV
$7.2B
| $1.99M | 0.01% |
53,052
+17,677
| +50% | +$664K |
|
534
Eagle Materials
EXP
$7.71B
| $1.97M | 0.01% |
14,831
-32,020
| -68% | -$4.25M |
|
535
Pilgrim's Pride
PPC
$10.6B
| $1.97M | 0.01% |
82,871
-33,813
| -29% | -$802K |
|
536
Graham Holdings Company
GHC
$4.97B
| $1.97M | 0.01% |
3,254
-1,576
| -33% | -$952K |
|
537
Chewy
CHWY
$17.4B
| $1.95M | 0.01% |
52,682
+34,941
| +197% | +$1.3M |
|
538
Seaboard Corp
SEB
$3.81B
| $1.94M | 0.01% |
515
-138
| -21% | -$521K |
|
539
UDR
UDR
$12.8B
| $1.94M | 0.01% |
50,054
+41,110
| +460% | +$1.59M |
|
540
Perdoceo Education
PRDO
$2.18B
| $1.9M | 0.01% |
136,541
-44,760
| -25% | -$622K |
|
541
Hartford Financial Services
HIG
$36.7B
| $1.9M | 0.01% |
+25,023
| New | +$1.9M |
|
542
Targa Resources
TRGP
$34.5B
| $1.89M | 0.01% |
+25,740
| New | +$1.89M |
|
543
SiriusXM
SIRI
$8.17B
| $1.88M | 0.01% |
32,219
-6,422
| -17% | -$375K |
|
544
Addus HomeCare
ADUS
$2.11B
| $1.86M | 0.01% |
18,743
-6,341
| -25% | -$631K |
|
545
UGI
UGI
$7.37B
| $1.83M | 0.01% |
49,478
+16,462
| +50% | +$610K |
|
546
Blackstone
BX
$135B
| $1.83M | 0.01% |
24,610
| – | – |
|
547
Workday
WDAY
$61.9B
| $1.82M | 0.01% |
10,906
+2,957
| +37% | +$495K |
|
548
The Beauty Health Co
SKIN
$296M
| $1.81M | 0.01% |
199,058
-83,632
| -30% | -$761K |
|
549
SL Green Realty
SLG
$4.32B
| $1.79M | 0.01% |
53,093
+15,213
| +40% | +$513K |
|
550
Pediatrix Medical
MD
$1.48B
| $1.78M | 0.01% |
119,614
-17,517
| -13% | -$260K |
|