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 |
Lam Research
LRCX
|
+$171M |
| 2 |
Constellation Energy
CEG
|
+$149M |
| 3 |
Apple
AAPL
|
+$131M |
| 4 |
Qualcomm
QCOM
|
+$129M |
| 5 |
Broadcom
AVGO
|
+$123M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$345M |
| 2 |
Walmart
WMT
|
+$296M |
| 3 |
Johnson & Johnson
JNJ
|
+$281M |
| 4 |
McDonald's
MCD
|
+$255M |
| 5 |
Costco
COST
|
+$241M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Staples | 9.77% |
| 5 | Communication Services | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $709K | ﹤0.01% |
8,826
| – | – |
|
652
Bright Horizons
BFAM
$6.62B
| $702K | ﹤0.01% |
+5,008
| New | +$702K |
|
653
Phreesia
PHR
$1.6B
| $694K | ﹤0.01% |
30,445
-31,869
| -51% | -$726K |
|
654
Boston Beer
SAM
$2.45B
| $692K | ﹤0.01% |
2,392
-442
| -16% | -$128K |
|
655
J&J Snack Foods
JJSF
$2.11B
| $689K | ﹤0.01% |
4,002
-622
| -13% | -$107K |
|
656
Ingles Markets
IMKTA
$1.33B
| $681K | ﹤0.01% |
9,127
-9,992
| -52% | -$745K |
|
657
Ventas
VTR
$30.9B
| $674K | ﹤0.01% |
10,517
-5,125
| -33% | -$329K |
|
658
BioNTech
BNTX
$24.5B
| $674K | ﹤0.01% |
+5,673
| New | +$674K |
|
659
Plexus
PLXS
$3.72B
| $664K | ﹤0.01% |
+4,856
| New | +$664K |
|
660
Integer Holdings
ITGR
$3.72B
| $661K | ﹤0.01% |
5,088
-11,208
| -69% | -$1.46M |
|
661
Halozyme
HALO
$8.87B
| $659K | ﹤0.01% |
11,515
-21,706
| -65% | -$1.24M |
|
662
Toro Company
TTC
$7.96B
| $646K | ﹤0.01% |
7,445
-1,074
| -13% | -$93.1K |
|
663
Hewlett Packard
HPE
$31.5B
| $645K | ﹤0.01% |
31,524
-35,680
| -53% | -$730K |
|
664
AMN Healthcare
AMN
$806M
| $638K | ﹤0.01% |
15,060
-62,723
| -81% | -$2.66M |
|
665
ICU Medical
ICUI
$3.22B
| $631K | ﹤0.01% |
3,464
-324
| -9% | -$59K |
|
666
Haemonetics
HAE
$2.61B
| $629K | ﹤0.01% |
7,826
-35,747
| -82% | -$2.87M |
|
667
National Healthcare
NHC
$1.8B
| $620K | ﹤0.01% |
4,928
-5,449
| -53% | -$685K |
|
668
NovoCure
NVCR
$1.42B
| $616K | ﹤0.01% |
39,383
-41,898
| -52% | -$655K |
|
669
Accenture
ACN
$159B
| $609K | ﹤0.01% |
1,723
-19,852
| -92% | -$7.02M |
|
670
Enviri
NVRI
$938M
| $607K | ﹤0.01% |
58,697
-82,021
| -58% | -$848K |
|
671
Canadian Imperial Bank of Commerce
CM
$72.6B
| $601K | ﹤0.01% |
+9,784
| New | +$601K |
|
672
Erie Indemnity
ERIE
$17.6B
| $595K | ﹤0.01% |
1,103
-1,686
| -60% | -$910K |
|
673
Enerpac Tool Group
EPAC
$2.29B
| $592K | ﹤0.01% |
+14,143
| New | +$592K |
|
674
Regeneron Pharmaceuticals
REGN
$59B
| $586K | ﹤0.01% |
557
-4,797
| -90% | -$5.04M |
|
675
Equitable Holdings
EQH
$15.9B
| $564K | ﹤0.01% |
+13,414
| New | +$564K |
|