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 | |
|---|---|---|---|---|---|---|
576
CDW
CDW
$22B
| $936K | ﹤0.01% |
+3,658
| New | +$936K |
|
577
Montauk Renewables
MNTK
$293M
| $930K | ﹤0.01% |
+223,573
| New | +$930K |
|
578
American Water Works
AWK
$27.3B
| $894K | ﹤0.01% |
7,312
-13,043
| -64% | -$1.59M |
|
579
Autoliv
ALV
$9.58B
| $884K | ﹤0.01% |
7,337
-7,712
| -51% | -$929K |
|
580
PJT Partners
PJT
$4.41B
| $853K | ﹤0.01% |
9,048
-5,117
| -36% | -$482K |
|
|
DQ
581
Daqo New Energy
DQ
$1.88B
| $850K | ﹤0.01% |
30,192
-103,863
| -77% | -$2.92M |
|
582
The Beauty Health Co
SKIN
$296M
| $837K | ﹤0.01% |
188,504
-30,463
| -14% | -$135K |
|
583
First Solar
FSLR
$21.8B
| $822K | ﹤0.01% |
4,867
-18,100
| -79% | -$3.06M |
|
584
Ventas
VTR
$30.9B
| $791K | ﹤0.01% |
18,158
-95,305
| -84% | -$4.15M |
|
585
Oracle
ORCL
$670B
| $787K | ﹤0.01% |
6,269
+2,435
| +64% | +$306K |
|
586
Prologis
PLD
$105B
| $787K | ﹤0.01% |
6,046
-4,127
| -41% | -$537K |
|
587
Consolidated Edison
ED
$34.9B
| $777K | ﹤0.01% |
8,559
-14,012
| -62% | -$1.27M |
|
588
ON Semiconductor
ON
$20B
| $764K | ﹤0.01% |
10,382
-423,966
| -98% | -$31.2M |
|
589
Pediatrix Medical
MD
$1.49B
| $759K | ﹤0.01% |
75,647
-12,821
| -14% | -$129K |
|
590
Aptiv
APTV
$17.9B
| $758K | ﹤0.01% |
9,512
-225,990
| -96% | -$18M |
|
591
Bausch Health
BHC
$2.71B
| $748K | ﹤0.01% |
70,525
+15,302
| +28% | +$162K |
|
592
Rogers Communications
RCI
$19.3B
| $738K | ﹤0.01% |
17,987
-7,771
| -30% | -$319K |
|
593
Weyerhaeuser
WY
$18.7B
| $733K | ﹤0.01% |
20,408
-145,812
| -88% | -$5.24M |
|
|
ACCD
594
DELISTED
Accolade, Inc. Common Stock
ACCD
| $721K | ﹤0.01% |
68,830
-9,633
| -12% | -$101K |
|
595
Trane Technologies
TT
$92.3B
| $715K | ﹤0.01% |
2,381
-1,461
| -38% | -$439K |
|
596
iRhythm Technologies
IRTC
$6.01B
| $711K | ﹤0.01% |
6,129
-1,135
| -16% | -$132K |
|
597
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $686K | ﹤0.01% |
8,826
| – | – |
|
598
Alexandria Real Estate Equities
ARE
$14.6B
| $683K | ﹤0.01% |
5,297
-6,167
| -54% | -$795K |
|
599
Neogen
NEOG
$1.23B
| $680K | ﹤0.01% |
43,116
-6,710
| -13% | -$106K |
|
600
Medifast
MED
$149M
| $669K | ﹤0.01% |
17,461
-2,449
| -12% | -$93.8K |
|