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 | |
|---|---|---|---|---|---|---|
576
Performance Food Group
PFGC
$16.3B
| $1.18M | 0.01% |
15,074
-24,956
| -62% | -$1.96M |
|
|
BECN
577
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $1.18M | 0.01% |
13,649
-208,129
| -94% | -$18M |
|
578
Saic
SAIC
$4.72B
| $1.16M | 0.01% |
8,329
-10,756
| -56% | -$1.5M |
|
579
ASGN Inc
ASGN
$2.3B
| $1.15M | 0.01% |
12,329
-27,824
| -69% | -$2.59M |
|
580
Chewy
CHWY
$17.4B
| $1.15M | 0.01% |
+39,229
| New | +$1.15M |
|
581
Papa John's
PZZA
$1.63B
| $1.13M | 0.01% |
20,954
-47,442
| -69% | -$2.56M |
|
582
Penumbra
PEN
$11.1B
| $1.12M | 0.01% |
5,789
-13,613
| -70% | -$2.65M |
|
583
Reynolds Consumer Products
REYN
$4.85B
| $1.12M | 0.01% |
36,155
-40,263
| -53% | -$1.25M |
|
584
Sun Life Financial
SLF
$32.9B
| $1.12M | 0.01% |
19,347
+6,081
| +46% | +$353K |
|
585
Conagra Brands
CAG
$9.3B
| $1.09M | 0.01% |
+33,560
| New | +$1.09M |
|
586
Glaukos
GKOS
$5.27B
| $1.09M | 0.01% |
8,374
-860
| -9% | -$112K |
|
587
Tandem Diabetes Care
TNDM
$845M
| $1.09M | 0.01% |
25,635
+13,299
| +108% | +$564K |
|
588
Amgen
AMGN
$151B
| $1.09M | 0.01% |
3,372
-5,354
| -61% | -$1.73M |
|
589
Aptiv
APTV
$17.9B
| $1.08M | 0.01% |
+14,933
| New | +$1.08M |
|
590
Choice Hotels
CHH
$5.31B
| $1.07M | 0.01% |
8,237
-14,964
| -64% | -$1.95M |
|
591
UFP Technologies
UFPT
$1.59B
| $1.07M | 0.01% |
3,388
-2,587
| -43% | -$819K |
|
592
Addus HomeCare
ADUS
$2.11B
| $1.07M | 0.01% |
8,019
-7,167
| -47% | -$953K |
|
593
Houlihan Lokey
HLI
$14B
| $1.07M | 0.01% |
6,749
+267
| +4% | +$42.2K |
|
594
Snowflake
SNOW
$76.4B
| $1.06M | 0.01% |
9,210
-76,505
| -89% | -$8.79M |
|
595
Energizer
ENR
$1.96B
| $1.06M | 0.01% |
33,224
-14,767
| -31% | -$469K |
|
596
Belden
BDC
$5.16B
| $1.04M | 0.01% |
8,870
-1,134
| -11% | -$133K |
|
597
Teladoc Health
TDOC
$1.38B
| $1.04M | 0.01% |
112,806
-123,580
| -52% | -$1.13M |
|
598
Maximus
MMS
$4.93B
| $1.03M | 0.01% |
11,103
+6,469
| +140% | +$603K |
|
599
Stifel
SF
$11.5B
| $1.02M | 0.01% |
10,816
-3,148
| -23% | -$296K |
|
600
Masimo
MASI
$8.08B
| $1.02M | 0.01% |
7,617
-2,845
| -27% | -$379K |
|