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 | |
|---|---|---|---|---|---|---|
526
Domino's
DPZ
$15.6B
| $1.59M | 0.01% |
3,191
+1,269
| +66% | +$631K |
|
527
LyondellBasell Industries
LYB
$17.5B
| $1.57M | 0.01% |
15,326
-58,697
| -79% | -$6M |
|
528
Herbalife
HLF
$977M
| $1.56M | 0.01% |
155,057
-24,830
| -14% | -$250K |
|
529
WESCO International
WCC
$10.3B
| $1.56M | 0.01% |
9,098
+7,406
| +438% | +$1.27M |
|
530
KeyCorp
KEY
$20.9B
| $1.56M | 0.01% |
+98,557
| New | +$1.56M |
|
531
US Physical Therapy
USPH
$1.28B
| $1.54M | 0.01% |
13,619
-2,299
| -14% | -$259K |
|
532
NovoCure
NVCR
$1.42B
| $1.52M | 0.01% |
97,462
+11,286
| +13% | +$176K |
|
533
Addus HomeCare
ADUS
$2.08B
| $1.52M | 0.01% |
14,700
-2,542
| -15% | -$263K |
|
534
Columbia Sportswear
COLM
$3.03B
| $1.51M | 0.01% |
+18,592
| New | +$1.51M |
|
|
XYZ
535
Block, Inc.
XYZ
$46B
| $1.48M | 0.01% |
17,540
| – | – |
|
536
3M
MMM
$81.5B
| $1.46M | 0.01% |
16,416
-146,156
| -90% | -$13M |
|
537
John B. Sanfilippo & Son
JBSS
$736M
| $1.44M | 0.01% |
13,620
-1,898
| -12% | -$201K |
|
538
Ally Financial
ALLY
$12.7B
| $1.44M | 0.01% |
35,519
+26,237
| +283% | +$1.06M |
|
539
Dick's Sporting Goods
DKS
$17.6B
| $1.43M | 0.01% |
6,365
-21,080
| -77% | -$4.74M |
|
540
AtriCure
ATRC
$1.79B
| $1.4M | 0.01% |
46,009
+25,579
| +125% | +$778K |
|
541
DuPont de Nemours
DD
$32.1B
| $1.33M | 0.01% |
+17,344
| New | +$1.33M |
|
542
BCE
BCE
$22.6B
| $1.33M | 0.01% |
38,972
-20,306
| -34% | -$691K |
|
543
Celestica
CLS
$28.1B
| $1.32M | 0.01% |
29,355
-4,238
| -13% | -$190K |
|
544
Shake Shack
SHAK
$3.96B
| $1.32M | 0.01% |
12,682
-2,414
| -16% | -$251K |
|
545
GE HealthCare
GEHC
$35.9B
| $1.31M | 0.01% |
+14,395
| New | +$1.31M |
|
546
Western Union
WU
$2.79B
| $1.3M | 0.01% |
93,313
-112,086
| -55% | -$1.57M |
|
547
IQVIA
IQV
$32.2B
| $1.29M | 0.01% |
5,105
+961
| +23% | +$243K |
|
548
Qualcomm
QCOM
$171B
| $1.27M | 0.01% |
7,481
-68,114
| -90% | -$11.5M |
|
549
Chegg
CHGG
$168M
| $1.26M | 0.01% |
166,902
-41,904
| -20% | -$317K |
|
550
Inspire Medical Systems
INSP
$2.41B
| $1.25M | 0.01% |
5,819
-1,186
| -17% | -$255K |
|