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 |
Amazon
AMZN
|
+$309M |
| 2 |
Microsoft
MSFT
|
+$228M |
| 3 |
Exxon Mobil
XOM
|
+$90.9M |
| 4 |
Cameco
CCJ
|
+$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
+$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
+$289M |
| 2 |
Eli Lilly
LLY
|
+$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$151M |
| 4 |
Comcast
CMCSA
|
+$88.8M |
| 5 |
Procter & Gamble
PG
|
+$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Equinix
EQIX
$76.3B
| $1.04M | 0.01% |
1,377
+127
| +10% | +$96.1K |
|
652
Omnicell
OMCL
$1.51B
| $1.04M | 0.01% |
38,286
-3,325
| -8% | -$90K |
|
653
Qorvo
QRVO
$8.53B
| $1.03M | 0.01% |
8,891
-1,054
| -11% | -$122K |
|
654
American Express
AXP
$226B
| $1.02M | 0.01% |
4,426
-12,380
| -74% | -$2.87M |
|
655
Par Pacific Holdings
PARR
$1.84B
| $1.02M | 0.01% |
40,557
-118,886
| -75% | -$3M |
|
656
TTM Technologies
TTMI
$4.92B
| $1.02M | 0.01% |
+52,337
| New | +$1.02M |
|
657
Erie Indemnity
ERIE
$17.3B
| $1.01M | 0.01% |
+2,789
| New | +$1.01M |
|
658
Shift4
FOUR
$5.99B
| $1.01M | 0.01% |
+13,763
| New | +$1.01M |
|
659
Shake Shack
SHAK
$3.96B
| $1.01M | 0.01% |
11,183
-1,499
| -12% | -$135K |
|
660
Perrigo
PRGO
$3.07B
| $1.01M | 0.01% |
+39,171
| New | +$1.01M |
|
661
Equifax
EFX
$31B
| $1M | 0.01% |
4,130
-3,977
| -49% | -$964K |
|
662
Edgewell Personal Care
EPC
$1.04B
| $999K | 0.01% |
+24,850
| New | +$999K |
|
663
ArcBest
ARCB
$1.63B
| $993K | 0.01% |
+9,272
| New | +$993K |
|
664
Pfizer
PFE
$140B
| $991K | 0.01% |
35,427
-40,179
| -53% | -$1.12M |
|
|
RCM
665
DELISTED
R1 RCM Inc. Common Stock
RCM
| $982K | 0.01% |
78,198
-137,789
| -64% | -$1.73M |
|
666
Cracker Barrel
CBRL
$1.12B
| $981K | 0.01% |
23,272
-7,607
| -25% | -$321K |
|
667
ACI Worldwide
ACIW
$5.29B
| $969K | 0.01% |
+24,474
| New | +$969K |
|
668
Marsh & McLennan
MMC
$99.2B
| $958K | 0.01% |
+4,547
| New | +$958K |
|
669
nCino
NCNO
$3.52B
| $956K | 0.01% |
+30,390
| New | +$956K |
|
670
Montauk Renewables
MNTK
$285M
| $950K | 0.01% |
166,700
-56,873
| -25% | -$324K |
|
671
CAVA Group
CAVA
$7.57B
| $948K | ﹤0.01% |
+10,219
| New | +$948K |
|
672
MSC Industrial Direct
MSM
$5.12B
| $941K | ﹤0.01% |
+11,870
| New | +$941K |
|
673
PROG Holdings
PRG
$1.38B
| $941K | ﹤0.01% |
+27,121
| New | +$941K |
|
674
Belden
BDC
$5.07B
| $938K | ﹤0.01% |
+10,004
| New | +$938K |
|
675
Intuit
INTU
$187B
| $925K | ﹤0.01% |
+1,408
| New | +$925K |
|