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 |
Eli Lilly
LLY
|
+$149M |
| 2 |
NVIDIA
NVDA
|
+$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$96.2M |
| 4 |
Comcast
CMCSA
|
+$72.7M |
| 5 |
Progressive
PGR
|
+$70.4M |
Top Sells
| 1 |
Costco
COST
|
+$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$82.1M |
| 3 |
Coca-Cola
KO
|
+$58.5M |
| 4 |
Broadcom
AVGO
|
+$58.3M |
| 5 |
Lam Research
LRCX
|
+$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
CNX Resources
CNX
$4.16B
| $1.08M | 0.01% |
54,222
-113,730
| -68% | -$2.27M |
|
627
Sherwin-Williams
SHW
$89.7B
| $1.08M | 0.01% |
3,476
+390
| +13% | +$122K |
|
628
EastGroup Properties
EGP
$8.77B
| $1.08M | 0.01% |
5,895
-2,130
| -27% | -$391K |
|
629
Cross Country Healthcare
CCRN
$465M
| $1.08M | 0.01% |
47,593
-621
| -1% | -$14.1K |
|
630
Timken Company
TKR
$5.3B
| $1.05M | 0.01% |
13,118
-24,310
| -65% | -$1.95M |
|
631
Alcoa
AA
$8.16B
| $1.05M | 0.01% |
30,906
-891
| -3% | -$30.3K |
|
632
New York Times
NYT
$9.44B
| $1.02M | 0.01% |
+20,831
| New | +$1.02M |
|
633
US Foods
USFD
$17.5B
| $1.02M | 0.01% |
+22,463
| New | +$1.02M |
|
634
Neogen
NEOG
$1.24B
| $1M | 0.01% |
49,826
-1,986
| -4% | -$39.9K |
|
635
Celestica
CLS
$27.9B
| $985K | 0.01% |
+33,593
| New | +$985K |
|
636
LKQ Corp
LKQ
$8.31B
| $979K | 0.01% |
20,482
+3,148
| +18% | +$150K |
|
637
IQVIA
IQV
$32.2B
| $959K | 0.01% |
4,144
-138
| -3% | -$31.9K |
|
638
Sunrun
RUN
$3.68B
| $957K | 0.01% |
48,744
-3,696
| -7% | -$72.6K |
|
|
B
639
Barrick Mining Corporation
B
$49.5B
| $956K | 0.01% |
52,672
-38,453
| -42% | -$698K |
|
640
Guardant Health
GH
$7.39B
| $950K | 0.01% |
35,117
-1,907
| -5% | -$51.6K |
|
641
Stantec
STN
$12.3B
| $946K | 0.01% |
11,727
+19
| +0.2% | +$1.53K |
|
|
ACCD
642
DELISTED
Accolade, Inc. Common Stock
ACCD
| $942K | 0.01% |
78,463
-10,150
| -11% | -$122K |
|
643
DTE Energy
DTE
$28.2B
| $940K | 0.01% |
+8,522
| New | +$940K |
|
644
Trane Technologies
TT
$90.9B
| $937K | 0.01% |
+3,842
| New | +$937K |
|
645
International Flavors & Fragrances
IFF
$16.7B
| $931K | 0.01% |
11,494
-5
| -0% | -$405 |
|
646
Waters Corp
WAT
$17.9B
| $899K | 0.01% |
2,732
-8,374
| -75% | -$2.76M |
|
647
Stem
STEM
$114M
| $891K | 0.01% |
+11,478
| New | +$891K |
|
648
SI-BONE Inc
SIBN
$692M
| $886K | 0.01% |
42,232
-3,739
| -8% | -$78.5K |
|
649
Concentrix
CNXC
$3.4B
| $886K | 0.01% |
+9,024
| New | +$886K |
|
650
Fluence Energy
FLNC
$891M
| $884K | ﹤0.01% |
+37,047
| New | +$884K |
|