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 |
Lam Research
LRCX
|
+$171M |
| 2 |
Constellation Energy
CEG
|
+$149M |
| 3 |
Apple
AAPL
|
+$131M |
| 4 |
Qualcomm
QCOM
|
+$129M |
| 5 |
Broadcom
AVGO
|
+$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$345M |
| 2 |
Walmart
WMT
|
+$296M |
| 3 |
Johnson & Johnson
JNJ
|
+$281M |
| 4 |
McDonald's
MCD
|
+$255M |
| 5 |
Costco
COST
|
+$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Apollo Global Management
APO
$76.9B
| $1.47M | 0.01% |
11,759
-27,643
| -70% | -$3.45M |
|
552
Weatherford International
WFRD
$4.45B
| $1.44M | 0.01% |
16,990
-118,762
| -87% | -$10.1M |
|
553
Piper Sandler
PIPR
$5.91B
| $1.43M | 0.01% |
+5,036
| New | +$1.43M |
|
554
Celsius Holdings
CELH
$14.4B
| $1.41M | 0.01% |
45,091
-16,619
| -27% | -$521K |
|
|
AXNX
555
DELISTED
Axonics, Inc. Common Stock
AXNX
| $1.39M | 0.01% |
20,016
-22,603
| -53% | -$1.57M |
|
556
Treehouse Foods
THS
$898M
| $1.37M | 0.01% |
32,731
-18,084
| -36% | -$759K |
|
557
Popular Inc
BPOP
$8.39B
| $1.37M | 0.01% |
13,642
-13,246
| -49% | -$1.33M |
|
558
Light & Wonder
LNW
$7.39B
| $1.35M | 0.01% |
+14,851
| New | +$1.35M |
|
559
Churchill Downs
CHDN
$6.85B
| $1.33M | 0.01% |
+9,844
| New | +$1.33M |
|
560
iQIYI
IQ
$2.69B
| $1.33M | 0.01% |
464,660
-18,901
| -4% | -$54.1K |
|
561
SharkNinja
SN
$16.3B
| $1.32M | 0.01% |
12,142
+6,518
| +116% | +$709K |
|
562
Skywest
SKYW
$4.35B
| $1.32M | 0.01% |
15,501
+6,802
| +78% | +$578K |
|
563
Solventum
SOLV
$12.6B
| $1.32M | 0.01% |
+18,875
| New | +$1.32M |
|
|
CSW
564
CSW Industrials, Inc.
CSW
$4.25B
| $1.31M | 0.01% |
3,574
+269
| +8% | +$98.6K |
|
565
Ryan Specialty Holdings
RYAN
$6.74B
| $1.26M | 0.01% |
+19,054
| New | +$1.26M |
|
566
Waste Connections
WCN
$45.7B
| $1.26M | 0.01% |
+7,073
| New | +$1.26M |
|
567
Open Text
OTEX
$8.7B
| $1.26M | 0.01% |
+37,726
| New | +$1.26M |
|
568
Dick's Sporting Goods
DKS
$17.6B
| $1.25M | 0.01% |
6,002
+4,266
| +246% | +$890K |
|
569
Patrick Industries
PATK
$3.72B
| $1.25M | 0.01% |
13,176
-3,512
| -21% | -$333K |
|
570
The Ensign Group
ENSG
$9.78B
| $1.25M | 0.01% |
8,667
-26,377
| -75% | -$3.79M |
|
571
OneMain Financial
OMF
$7.23B
| $1.24M | 0.01% |
26,416
+21,750
| +466% | +$1.02M |
|
572
Clean Energy Fuels
CLNE
$544M
| $1.24M | 0.01% |
399,101
-47,641
| -11% | -$148K |
|
|
AMED
573
DELISTED
Amedisys
AMED
| $1.24M | 0.01% |
12,824
-14,189
| -53% | -$1.37M |
|
574
Premier
PINC
$2.24B
| $1.2M | 0.01% |
60,075
-90,402
| -60% | -$1.81M |
|
575
Pilgrim's Pride
PPC
$10.4B
| $1.2M | 0.01% |
26,076
-28,630
| -52% | -$1.32M |
|