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 | |
|---|---|---|---|---|---|---|
651
Parsons
PSN
$8.08B
| $331K | ﹤0.01% |
+3,989
| New | +$331K |
|
652
Weibo
WB
$2.87B
| $329K | ﹤0.01% |
36,181
-126,558
| -78% | -$1.15M |
|
653
NVR
NVR
$23.5B
| $324K | ﹤0.01% |
40
-816
| -95% | -$6.61M |
|
654
Eversource Energy
ES
$23.6B
| $317K | ﹤0.01% |
5,301
-4,157
| -44% | -$248K |
|
655
Charles River Laboratories
CRL
$8.07B
| $298K | ﹤0.01% |
1,100
-1,665
| -60% | -$451K |
|
656
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $298K | ﹤0.01% |
3,126
| – | – |
|
657
BioMarin Pharmaceuticals
BMRN
$11.1B
| $294K | ﹤0.01% |
3,366
-187,604
| -98% | -$16.4M |
|
658
Bio-Techne
TECH
$8.46B
| $287K | ﹤0.01% |
4,082
-3,220
| -44% | -$227K |
|
659
Halozyme
HALO
$8.76B
| $287K | ﹤0.01% |
7,062
| – | – |
|
660
Cummins
CMI
$55.1B
| $282K | ﹤0.01% |
958
-33,671
| -97% | -$9.92M |
|
661
Alcoa
AA
$8.24B
| $273K | ﹤0.01% |
8,071
-22,835
| -74% | -$772K |
|
662
Itron
ITRI
$5.51B
| $270K | ﹤0.01% |
2,921
-6,039
| -67% | -$559K |
|
663
Morgan Stanley
MS
$236B
| $268K | ﹤0.01% |
2,846
-1,637
| -37% | -$154K |
|
664
ConocoPhillips
COP
$116B
| $265K | ﹤0.01% |
2,083
-745
| -26% | -$94.8K |
|
665
Atmus Filtration Technologies
ATMU
$3.79B
| $256K | ﹤0.01% |
+7,944
| New | +$256K |
|
666
West Fraser Timber
WFG
$5.92B
| $252K | ﹤0.01% |
2,919
-3,114
| -52% | -$269K |
|
667
Fidelity National Financial
FNF
$16.5B
| $250K | ﹤0.01% |
4,717
-192
| -4% | -$10.2K |
|
668
Macerich
MAC
$4.74B
| $238K | ﹤0.01% |
13,791
-26,821
| -66% | -$462K |
|
669
Ormat Technologies
ORA
$5.51B
| $220K | ﹤0.01% |
3,326
-17,252
| -84% | -$1.14M |
|
|
AGR
670
DELISTED
Avangrid, Inc.
AGR
| $216K | ﹤0.01% |
5,917
-12,739
| -68% | -$464K |
|
671
UDR
UDR
$13B
| $212K | ﹤0.01% |
5,668
-4,742
| -46% | -$177K |
|
672
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $204K | ﹤0.01% |
7,169
-13,107
| -65% | -$372K |
|
673
Millicom
TIGO
$7.88B
| $203K | ﹤0.01% |
10,055
-21,794
| -68% | -$441K |
|
674
Alkermes
ALKS
$4.94B
| $200K | ﹤0.01% |
7,400
-33,584
| -82% | -$909K |
|
675
California Water Service
CWT
$2.81B
| $200K | ﹤0.01% |
4,305
-11,390
| -73% | -$529K |
|