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 | |
|---|---|---|---|---|---|---|
551
Workday
WDAY
$60.9B
| $1.83M | 0.01% |
8,177
-1,237
| -13% | -$277K |
|
552
Moderna
MRNA
$9.55B
| $1.82M | 0.01% |
+15,309
| New | +$1.82M |
|
553
La-Z-Boy
LZB
$1.43B
| $1.82M | 0.01% |
+48,689
| New | +$1.82M |
|
554
Autohome
ATHM
$3.4B
| $1.8M | 0.01% |
65,725
-17,300
| -21% | -$475K |
|
555
iQIYI
IQ
$2.48B
| $1.77M | 0.01% |
483,561
-131,930
| -21% | -$484K |
|
556
Addus HomeCare
ADUS
$2.04B
| $1.76M | 0.01% |
15,186
+486
| +3% | +$56.4K |
|
557
Advanced Drainage Systems
WMS
$10.8B
| $1.75M | 0.01% |
+10,922
| New | +$1.75M |
|
558
Halozyme
HALO
$8.85B
| $1.74M | 0.01% |
33,221
+26,159
| +370% | +$1.37M |
|
559
Canadian Pacific Kansas City
CP
$68.3B
| $1.74M | 0.01% |
22,065
-17,283
| -44% | -$1.36M |
|
560
Bausch Health
BHC
$2.67B
| $1.73M | 0.01% |
247,776
+177,251
| +251% | +$1.24M |
|
561
Match Group
MTCH
$9.11B
| $1.7M | 0.01% |
+55,936
| New | +$1.7M |
|
562
Korn Ferry
KFY
$3.85B
| $1.69M | 0.01% |
+25,233
| New | +$1.69M |
|
563
Rio Tinto
RIO
$101B
| $1.69M | 0.01% |
25,563
-23,131
| -48% | -$1.53M |
|
564
Schrodinger
SDGR
$1.35B
| $1.68M | 0.01% |
87,113
-14,046
| -14% | -$272K |
|
565
National Beverage
FIZZ
$3.66B
| $1.68M | 0.01% |
32,809
-5,639
| -15% | -$289K |
|
566
HP
HPQ
$26.7B
| $1.68M | 0.01% |
47,957
-18,932
| -28% | -$663K |
|
567
Tronox
TROX
$755M
| $1.68M | 0.01% |
+106,773
| New | +$1.68M |
|
568
Hayward Holdings
HAYW
$3.4B
| $1.66M | 0.01% |
+134,810
| New | +$1.66M |
|
569
American Eagle Outfitters
AEO
$3.3B
| $1.62M | 0.01% |
+81,356
| New | +$1.62M |
|
570
Polaris
PII
$3.27B
| $1.62M | 0.01% |
20,658
-19,224
| -48% | -$1.51M |
|
571
Seadrill
SDRL
$2.01B
| $1.6M | 0.01% |
+31,317
| New | +$1.6M |
|
572
Alamos Gold
AGI
$13.9B
| $1.59M | 0.01% |
+101,617
| New | +$1.59M |
|
573
CGI
GIB
$20.8B
| $1.59M | 0.01% |
+15,906
| New | +$1.59M |
|
574
UFP Technologies
UFPT
$1.53B
| $1.58M | 0.01% |
5,975
-641
| -10% | -$169K |
|
575
Voya Financial
VOYA
$7.24B
| $1.57M | 0.01% |
+22,083
| New | +$1.57M |
|