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 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Equinix
EQIX
$76.3B
| $1.68M | 0.01% |
+2,085
| New | +$1.68M |
|
552
Autoliv
ALV
$9.66B
| $1.66M | 0.01% |
15,049
+7,354
| +96% | +$810K |
|
553
Smith & Nephew
SNN
$16.8B
| $1.63M | 0.01% |
59,891
-10,498
| -15% | -$286K |
|
554
Seaboard Corp
SEB
$3.74B
| $1.63M | 0.01% |
457
-191
| -29% | -$682K |
|
555
STAAR Surgical
STAA
$1.37B
| $1.63M | 0.01% |
52,173
-5,819
| -10% | -$182K |
|
556
Comfort Systems
FIX
$25B
| $1.62M | 0.01% |
7,854
+632
| +9% | +$130K |
|
557
Telus
TU
$25B
| $1.61M | 0.01% |
90,219
+1,305
| +1% | +$23.3K |
|
558
Addus HomeCare
ADUS
$2.08B
| $1.6M | 0.01% |
17,242
-1,806
| -9% | -$168K |
|
|
RCM
559
DELISTED
R1 RCM Inc. Common Stock
RCM
| $1.6M | 0.01% |
151,363
-53,689
| -26% | -$567K |
|
560
John B. Sanfilippo & Son
JBSS
$736M
| $1.6M | 0.01% |
15,518
-1,509
| -9% | -$155K |
|
561
Wyndham Hotels & Resorts
WH
$6.67B
| $1.57M | 0.01% |
+19,513
| New | +$1.57M |
|
562
Kilroy Realty
KRC
$4.97B
| $1.56M | 0.01% |
39,219
-5,178
| -12% | -$206K |
|
563
TC Energy
TRP
$53.9B
| $1.56M | 0.01% |
+39,797
| New | +$1.56M |
|
|
RWT
564
Redwood Trust
RWT
$801M
| $1.56M | 0.01% |
+210,665
| New | +$1.56M |
|
565
Ormat Technologies
ORA
$5.46B
| $1.56M | 0.01% |
20,578
+9,690
| +89% | +$734K |
|
566
Newmont
NEM
$83.4B
| $1.56M | 0.01% |
+37,648
| New | +$1.56M |
|
567
Boston Properties
BXP
$11.5B
| $1.55M | 0.01% |
22,148
-2,829
| -11% | -$199K |
|
568
West Pharmaceutical
WST
$18.1B
| $1.55M | 0.01% |
4,393
-262
| -6% | -$92.3K |
|
569
United Rentals
URI
$60.8B
| $1.53M | 0.01% |
2,660
-3,316
| -55% | -$1.9M |
|
570
Leidos
LDOS
$23B
| $1.49M | 0.01% |
13,807
+8,224
| +147% | +$890K |
|
571
US Physical Therapy
USPH
$1.28B
| $1.48M | 0.01% |
15,918
-1,733
| -10% | -$161K |
|
572
Installed Building Products
IBP
$7.22B
| $1.46M | 0.01% |
8,013
-109
| -1% | -$19.9K |
|
573
Blue Owl Capital
OBDC
$7.25B
| $1.46M | 0.01% |
99,058
+11,402
| +13% | +$168K |
|
574
Alexandria Real Estate Equities
ARE
$14.3B
| $1.45M | 0.01% |
11,464
+1,765
| +18% | +$224K |
|
575
W.P. Carey
WPC
$14.8B
| $1.45M | 0.01% |
22,329
+9,358
| +72% | +$606K |
|