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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Choice Hotels
CHH
$5.41B
| $1.25M | 0.01% |
+10,203
| New | +$1.25M |
|
577
SS&C Technologies
SSNC
$21.7B
| $1.25M | 0.01% |
+23,757
| New | +$1.25M |
|
578
American Express
AXP
$227B
| $1.25M | 0.01% |
+8,358
| New | +$1.25M |
|
579
Comfort Systems
FIX
$24.9B
| $1.23M | 0.01% |
+7,222
| New | +$1.23M |
|
580
Chevron
CVX
$310B
| $1.23M | 0.01% |
7,298
-135,941
| -95% | -$22.9M |
|
581
Healthpeak Properties
DOC
$12.8B
| $1.22M | 0.01% |
66,683
-3,002
| -4% | -$55.1K |
|
582
PPL Corp
PPL
$26.6B
| $1.22M | 0.01% |
51,877
+19,458
| +60% | +$458K |
|
583
Blue Owl Capital
OBDC
$7.33B
| $1.21M | 0.01% |
+87,656
| New | +$1.21M |
|
584
Valero Energy
VLO
$48.7B
| $1.21M | 0.01% |
8,507
-35,950
| -81% | -$5.09M |
|
585
Cross Country Healthcare
CCRN
$462M
| $1.2M | 0.01% |
48,214
+4,972
| +11% | +$123K |
|
586
Travelers Companies
TRV
$62B
| $1.19M | 0.01% |
7,293
+286
| +4% | +$46.7K |
|
587
Agilent Technologies
A
$36.5B
| $1.16M | 0.01% |
10,371
-3,013
| -23% | -$337K |
|
588
Lockheed Martin
LMT
$108B
| $1.15M | 0.01% |
+2,806
| New | +$1.15M |
|
589
Aaon
AAON
$6.62B
| $1.13M | 0.01% |
+19,828
| New | +$1.13M |
|
590
Lumentum
LITE
$10.4B
| $1.12M | 0.01% |
24,708
-17,230
| -41% | -$778K |
|
591
Avanos Medical
AVNS
$590M
| $1.1M | 0.01% |
54,374
+4,516
| +9% | +$91.3K |
|
592
Guardant Health
GH
$7.5B
| $1.1M | 0.01% |
37,024
+1,675
| +5% | +$49.6K |
|
593
Prologis
PLD
$105B
| $1.09M | 0.01% |
9,678
+1,196
| +14% | +$134K |
|
594
Insperity
NSP
$2.03B
| $1.07M | 0.01% |
+10,976
| New | +$1.07M |
|
595
Radian Group
RDN
$4.79B
| $1.06M | 0.01% |
+42,216
| New | +$1.06M |
|
596
Arcosa
ACA
$4.79B
| $1.06M | 0.01% |
+14,718
| New | +$1.06M |
|
597
Hamilton Lane
HLNE
$6.41B
| $1.06M | 0.01% |
+11,678
| New | +$1.06M |
|
598
Vornado Realty Trust
VNO
$7.93B
| $1.02M | 0.01% |
44,973
-13,510
| -23% | -$306K |
|
599
Champion Homes, Inc.
SKY
$4.43B
| $1.02M | 0.01% |
+16,005
| New | +$1.02M |
|
|
CSW
600
CSW Industrials, Inc.
CSW
$4.46B
| $1.02M | 0.01% |
+5,801
| New | +$1.02M |
|