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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.33B |
| 2 |
AT&T
T
|
+$118M |
| 3 |
PayPal
PYPL
|
+$97M |
| 4 |
eBay
EBAY
|
+$92.8M |
| 5 |
Vistra
VST
|
+$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$195M |
| 2 |
Walmart
WMT
|
+$187M |
| 3 |
NVIDIA
NVDA
|
+$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$143M |
| 5 |
Johnson & Johnson
JNJ
|
+$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSW
576
CSW Industrials, Inc.
CSW
$4.48B
| $529K | ﹤0.01% |
1,499
-2,075
| -58% | -$732K |
|
577
Pricesmart
PSMT
$3.44B
| $511K | ﹤0.01% |
5,544
-12,740
| -70% | -$1.17M |
|
578
Trane Technologies
TT
$91.1B
| $499K | ﹤0.01% |
1,351
+401
| +42% | +$148K |
|
579
Union Pacific
UNP
$128B
| $493K | ﹤0.01% |
2,163
-901
| -29% | -$205K |
|
|
EU
580
enCore Energy
EU
$430M
| $489K | ﹤0.01% |
143,328
-54,121
| -27% | -$185K |
|
581
Linde
LIN
$223B
| $488K | ﹤0.01% |
1,166
-380
| -25% | -$159K |
|
582
Dover
DOV
$24.4B
| $476K | ﹤0.01% |
+2,538
| New | +$476K |
|
583
Integer Holdings
ITGR
$3.72B
| $468K | ﹤0.01% |
3,529
-1,559
| -31% | -$207K |
|
584
Interparfums
IPAR
$3.65B
| $459K | ﹤0.01% |
3,487
-8,780
| -72% | -$1.15M |
|
585
Bright Horizons
BFAM
$6.62B
| $457K | ﹤0.01% |
4,122
-886
| -18% | -$98.2K |
|
586
Central Garden & Pet Class A
CENTA
$2.14B
| $450K | ﹤0.01% |
13,614
-84,458
| -86% | -$2.79M |
|
587
J&J Snack Foods
JJSF
$2.11B
| $449K | ﹤0.01% |
2,897
-1,105
| -28% | -$171K |
|
588
Healthpeak Properties
DOC
$12.6B
| $443K | ﹤0.01% |
+21,855
| New | +$443K |
|
589
Johnson Controls International
JCI
$69.6B
| $442K | ﹤0.01% |
5,600
+1,810
| +48% | +$143K |
|
590
Brady Corp
BRC
$3.79B
| $440K | ﹤0.01% |
5,958
-43,447
| -88% | -$3.21M |
|
591
Unilever
UL
$155B
| $440K | ﹤0.01% |
+7,760
| New | +$440K |
|
592
TriNet
TNET
$3.38B
| $432K | ﹤0.01% |
4,763
-5,220
| -52% | -$474K |
|
593
Magnolia Oil & Gas
MGY
$4.34B
| $430K | ﹤0.01% |
18,391
-2,170
| -11% | -$50.7K |
|
594
Option Care Health
OPCH
$4.8B
| $430K | ﹤0.01% |
18,525
-8,181
| -31% | -$190K |
|
595
Haemonetics
HAE
$2.61B
| $421K | ﹤0.01% |
5,392
-2,434
| -31% | -$190K |
|
596
Ford
F
$45.7B
| $416K | ﹤0.01% |
42,032
-1,154,328
| -96% | -$11.4M |
|
597
Acadia Healthcare
ACHC
$2.15B
| $392K | ﹤0.01% |
9,894
-5,338
| -35% | -$212K |
|
|
SW
598
Smurfit Westrock plc
SW
$23.7B
| $392K | ﹤0.01% |
7,269
-73,327
| -91% | -$3.95M |
|
599
Accenture
ACN
$157B
| $390K | ﹤0.01% |
1,108
-615
| -36% | -$216K |
|
600
Sonoco
SON
$4.55B
| $387K | ﹤0.01% |
7,913
-31,370
| -80% | -$1.53M |
|