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 | |
|---|---|---|---|---|---|---|
601
Copart
CPRT
$47.1B
| $666K | ﹤0.01% |
11,494
-121,952
| -91% | -$7.06M |
|
602
Teva Pharmaceuticals
TEVA
$22.1B
| $658K | ﹤0.01% |
46,661
-26,413
| -36% | -$373K |
|
603
Digital Realty Trust
DLR
$55B
| $652K | ﹤0.01% |
4,524
-4,178
| -48% | -$602K |
|
604
Cross Country Healthcare
CCRN
$460M
| $650K | ﹤0.01% |
34,711
-12,882
| -27% | -$241K |
|
|
SRCL
605
DELISTED
Stericycle Inc
SRCL
| $630K | ﹤0.01% |
+11,951
| New | +$630K |
|
606
Air Products & Chemicals
APD
$64.3B
| $629K | ﹤0.01% |
2,596
-2,585
| -50% | -$626K |
|
607
Enovis
ENOV
$1.79B
| $622K | ﹤0.01% |
9,957
-1,935
| -16% | -$121K |
|
608
HF Sinclair
DINO
$9.56B
| $620K | ﹤0.01% |
10,269
-128,370
| -93% | -$7.75M |
|
609
RPM International
RPM
$16.4B
| $616K | ﹤0.01% |
+5,181
| New | +$616K |
|
610
Molina Healthcare
MOH
$9.51B
| $610K | ﹤0.01% |
1,484
-8,023
| -84% | -$3.3M |
|
611
AvalonBay Communities
AVB
$27.7B
| $603K | ﹤0.01% |
3,250
-6,394
| -66% | -$1.19M |
|
|
JOYY
612
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $594K | ﹤0.01% |
19,306
-68,654
| -78% | -$2.11M |
|
|
ATRI
613
DELISTED
Atrion Corp
ATRI
| $577K | ﹤0.01% |
1,245
-218
| -15% | -$101K |
|
614
SI-BONE Inc
SIBN
$696M
| $572K | ﹤0.01% |
34,943
-7,289
| -17% | -$119K |
|
615
Blackstone
BX
$135B
| $569K | ﹤0.01% |
4,335
-20,275
| -82% | -$2.66M |
|
616
Host Hotels & Resorts
HST
$12B
| $567K | ﹤0.01% |
27,420
-37,619
| -58% | -$778K |
|
617
Arista Networks
ANET
$176B
| $567K | ﹤0.01% |
7,820
-904
| -10% | -$65.5K |
|
618
International Flavors & Fragrances
IFF
$17B
| $565K | ﹤0.01% |
6,566
-4,928
| -43% | -$424K |
|
619
Agilent Technologies
A
$36.3B
| $560K | ﹤0.01% |
3,848
-5,809
| -60% | -$845K |
|
620
Varex Imaging
VREX
$485M
| $517K | ﹤0.01% |
28,580
+16,745
| +141% | +$303K |
|
621
West Pharmaceutical
WST
$18.2B
| $511K | ﹤0.01% |
1,292
-3,101
| -71% | -$1.23M |
|
622
Stantec
STN
$12.3B
| $507K | ﹤0.01% |
6,105
-5,622
| -48% | -$467K |
|
623
Carlisle Companies
CSL
$16.8B
| $504K | ﹤0.01% |
1,286
-6,511
| -84% | -$2.55M |
|
624
Palo Alto Networks
PANW
$132B
| $503K | ﹤0.01% |
3,542
-17,158
| -83% | -$2.44M |
|
625
Mine Safety
MSA
$6.67B
| $501K | ﹤0.01% |
2,587
-4,948
| -66% | -$958K |
|