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 |
Amazon
AMZN
|
+$309M |
| 2 |
Microsoft
MSFT
|
+$228M |
| 3 |
Exxon Mobil
XOM
|
+$90.9M |
| 4 |
Cameco
CCJ
|
+$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
+$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
+$289M |
| 2 |
Eli Lilly
LLY
|
+$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$151M |
| 4 |
Comcast
CMCSA
|
+$88.8M |
| 5 |
Procter & Gamble
PG
|
+$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
WD-40
WDFC
$2.88B
| $2.03M | 0.01% |
9,237
-12,581
| -58% | -$2.76M |
|
527
Marriott Vacations Worldwide
VAC
$2.66B
| $2.02M | 0.01% |
23,149
-24,687
| -52% | -$2.16M |
|
528
Shopify
SHOP
$185B
| $2.02M | 0.01% |
+30,566
| New | +$2.02M |
|
529
WESCO International
WCC
$10.4B
| $2.02M | 0.01% |
12,719
+3,621
| +40% | +$574K |
|
530
Ingredion
INGR
$8.07B
| $2M | 0.01% |
+17,413
| New | +$2M |
|
531
Trimble
TRMB
$19.1B
| $1.99M | 0.01% |
+35,653
| New | +$1.99M |
|
532
Aecom
ACM
$16.6B
| $1.99M | 0.01% |
22,598
-5,014
| -18% | -$442K |
|
533
DigitalOcean
DOCN
$3.13B
| $1.98M | 0.01% |
+57,057
| New | +$1.98M |
|
534
Amphenol
APH
$146B
| $1.97M | 0.01% |
+29,168
| New | +$1.97M |
|
535
Brighthouse Financial
BHF
$2.79B
| $1.96M | 0.01% |
+45,253
| New | +$1.96M |
|
536
Commercial Metals
CMC
$6.54B
| $1.96M | 0.01% |
+35,597
| New | +$1.96M |
|
537
Cavco Industries
CVCO
$4.32B
| $1.95M | 0.01% |
+5,631
| New | +$1.95M |
|
538
TripAdvisor
TRIP
$2.06B
| $1.95M | 0.01% |
+109,229
| New | +$1.95M |
|
539
Civitas Resources
CIVI
$3.11B
| $1.94M | 0.01% |
28,132
-45,233
| -62% | -$3.12M |
|
540
LeMaitre Vascular
LMAT
$2.09B
| $1.93M | 0.01% |
23,472
+5,019
| +27% | +$413K |
|
541
Selective Insurance
SIGI
$4.74B
| $1.93M | 0.01% |
+20,576
| New | +$1.93M |
|
|
CTLT
542
DELISTED
CATALENT, INC.
CTLT
| $1.92M | 0.01% |
+34,147
| New | +$1.92M |
|
543
SEI Investments
SEIC
$10.7B
| $1.91M | 0.01% |
29,482
-59,913
| -67% | -$3.88M |
|
544
STAAR Surgical
STAA
$1.37B
| $1.9M | 0.01% |
39,840
-4,698
| -11% | -$224K |
|
545
Integer Holdings
ITGR
$3.6B
| $1.89M | 0.01% |
16,296
-11,019
| -40% | -$1.28M |
|
546
Perdoceo Education
PRDO
$2.16B
| $1.87M | 0.01% |
87,073
-18,639
| -18% | -$399K |
|
547
Treehouse Foods
THS
$887M
| $1.86M | 0.01% |
50,815
-32,274
| -39% | -$1.18M |
|
548
Minerals Technologies
MTX
$1.97B
| $1.86M | 0.01% |
+22,308
| New | +$1.86M |
|
549
CNA Financial
CNA
$12.8B
| $1.85M | 0.01% |
+40,233
| New | +$1.85M |
|
550
Freshpet
FRPT
$2.63B
| $1.84M | 0.01% |
14,243
-57,488
| -80% | -$7.44M |
|