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 | |
|---|---|---|---|---|---|---|
526
Royal Gold
RGLD
$12.2B
| $845K | ﹤0.01% |
+6,410
| New | +$845K |
|
527
American Financial Group
AFG
$11.4B
| $829K | ﹤0.01% |
6,054
+687
| +13% | +$94.1K |
|
528
Noble Corp
NE
$4.75B
| $828K | ﹤0.01% |
26,355
-162,871
| -86% | -$5.11M |
|
529
Prologis
PLD
$103B
| $808K | ﹤0.01% |
7,642
+4,966
| +186% | +$525K |
|
530
The Ensign Group
ENSG
$9.75B
| $797K | ﹤0.01% |
5,996
-2,671
| -31% | -$355K |
|
531
Blackstone
BX
$139B
| $795K | ﹤0.01% |
+4,609
| New | +$795K |
|
532
Cal-Maine
CALM
$5.17B
| $793K | ﹤0.01% |
7,706
-19,892
| -72% | -$2.05M |
|
533
ConocoPhillips
COP
$116B
| $786K | ﹤0.01% |
7,929
+4,850
| +158% | +$481K |
|
534
Li Auto
LI
$24.3B
| $783K | ﹤0.01% |
32,652
+18,489
| +131% | +$444K |
|
535
Hamilton Lane
HLNE
$6.58B
| $782K | ﹤0.01% |
5,285
-139
| -3% | -$20.6K |
|
536
Conagra Brands
CAG
$9.12B
| $778K | ﹤0.01% |
28,026
-5,534
| -16% | -$154K |
|
537
Light & Wonder
LNW
$7.43B
| $775K | ﹤0.01% |
8,968
-5,883
| -40% | -$508K |
|
538
Asbury Automotive
ABG
$4.89B
| $754K | ﹤0.01% |
3,104
+1,279
| +70% | +$311K |
|
539
MGIC Investment
MTG
$6.49B
| $743K | ﹤0.01% |
31,352
+1,110
| +4% | +$26.3K |
|
540
Carlyle Group
CG
$23.5B
| $722K | ﹤0.01% |
+14,308
| New | +$722K |
|
541
iQIYI
IQ
$2.48B
| $702K | ﹤0.01% |
349,066
-115,594
| -25% | -$232K |
|
542
Halliburton
HAL
$18.6B
| $701K | ﹤0.01% |
25,799
-34,625
| -57% | -$941K |
|
543
Acuity Brands
AYI
$10.2B
| $696K | ﹤0.01% |
2,383
-33,116
| -93% | -$9.67M |
|
544
iShares MSCI Brazil ETF
EWZ
$5.52B
| $690K | ﹤0.01% |
30,655
-659,665
| -96% | -$14.8M |
|
545
Ferguson
FERG
$45.6B
| $687K | ﹤0.01% |
3,956
+2,919
| +281% | +$507K |
|
546
SharkNinja
SN
$16.4B
| $685K | ﹤0.01% |
7,036
-5,106
| -42% | -$497K |
|
547
Berkshire Hathaway Class B
BRK.B
$1.05T
| $682K | ﹤0.01% |
1,505
+750
| +99% | +$340K |
|
548
D.R. Horton
DHI
$52.2B
| $668K | ﹤0.01% |
4,781
-154,565
| -97% | -$21.6M |
|
549
Skywest
SKYW
$4.4B
| $667K | ﹤0.01% |
6,663
-8,838
| -57% | -$885K |
|
550
Ventas
VTR
$31.6B
| $662K | ﹤0.01% |
11,249
+732
| +7% | +$43.1K |
|