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 | |
|---|---|---|---|---|---|---|
551
APA Corp
APA
$8.05B
| $1.23M | 0.01% |
35,695
-559,491
| -94% | -$19.2M |
|
552
International Paper
IP
$24.7B
| $1.23M | 0.01% |
31,438
+17,823
| +131% | +$695K |
|
553
LeMaitre Vascular
LMAT
$2.18B
| $1.22M | 0.01% |
18,453
-2,948
| -14% | -$196K |
|
554
Omnicell
OMCL
$1.48B
| $1.22M | 0.01% |
41,611
-6,661
| -14% | -$195K |
|
555
Best Buy
BBY
$16.1B
| $1.21M | 0.01% |
14,770
-180,386
| -92% | -$14.8M |
|
556
Seaboard Corp
SEB
$3.79B
| $1.19M | 0.01% |
369
-88
| -19% | -$284K |
|
557
Sea Limited
SE
$113B
| $1.17M | 0.01% |
21,775
| – | – |
|
558
Qorvo
QRVO
$8.47B
| $1.14M | 0.01% |
9,945
-22,564
| -69% | -$2.59M |
|
|
GTM
559
ZoomInfo Technologies
GTM
$3.38B
| $1.13M | 0.01% |
+70,792
| New | +$1.13M |
|
560
Zegna
ZGN
$2.25B
| $1.13M | 0.01% |
+76,985
| New | +$1.13M |
|
561
Glaukos
GKOS
$5.2B
| $1.11M | 0.01% |
11,774
-32,158
| -73% | -$3.03M |
|
562
Avery Dennison
AVY
$13.1B
| $1.1M | 0.01% |
4,909
+3,485
| +245% | +$778K |
|
563
Nu Skin
NUS
$566M
| $1.09M | 0.01% |
78,890
-12,046
| -13% | -$167K |
|
564
National Healthcare
NHC
$1.75B
| $1.08M | 0.01% |
11,454
-1,852
| -14% | -$175K |
|
565
Hain Celestial
HAIN
$171M
| $1.08M | 0.01% |
137,512
-18,726
| -12% | -$147K |
|
566
Kontoor Brands
KTB
$4.34B
| $1.06M | 0.01% |
+17,648
| New | +$1.06M |
|
567
Freeport-McMoran
FCX
$63.1B
| $1.03M | 0.01% |
21,994
-11,615
| -35% | -$546K |
|
568
Equinix
EQIX
$75.1B
| $1.03M | 0.01% |
1,250
-835
| -40% | -$689K |
|
569
Nasdaq
NDAQ
$54.6B
| $1.03M | 0.01% |
+16,269
| New | +$1.03M |
|
570
AdaptHealth
AHCO
$1.28B
| $1.01M | 0.01% |
88,120
-14,702
| -14% | -$169K |
|
|
X
571
DELISTED
US Steel
X
| $1.01M | 0.01% |
+24,861
| New | +$1.01M |
|
572
CRH
CRH
$74.3B
| $1.01M | 0.01% |
11,665
-61,958
| -84% | -$5.34M |
|
573
Vodafone
VOD
$28.6B
| $992K | 0.01% |
111,420
-82,785
| -43% | -$737K |
|
574
Telus
TU
$24.9B
| $958K | ﹤0.01% |
59,850
-30,369
| -34% | -$486K |
|
575
Xylem
XYL
$33.2B
| $950K | ﹤0.01% |
7,351
-14,705
| -67% | -$1.9M |
|