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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Telus
TU
$25B
| $252K | ﹤0.01% |
18,562
-775
| -4% | -$10.5K |
|
652
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $248K | ﹤0.01% |
2,598
-528
| -17% | -$50.4K |
|
653
Papa John's
PZZA
$1.58B
| $246K | ﹤0.01% |
5,998
-14,956
| -71% | -$614K |
|
654
Hewlett Packard
HPE
$30.7B
| $246K | ﹤0.01% |
11,509
-20,015
| -63% | -$427K |
|
655
Certara
CERT
$1.7B
| $245K | ﹤0.01% |
23,034
-55,782
| -71% | -$594K |
|
656
BlackLine
BL
$3.36B
| $244K | ﹤0.01% |
+4,018
| New | +$244K |
|
657
Coursera
COUR
$1.88B
| $243K | ﹤0.01% |
28,548
-68,912
| -71% | -$586K |
|
658
Privia Health
PRVA
$2.89B
| $241K | ﹤0.01% |
12,318
-28,797
| -70% | -$563K |
|
659
Pentair
PNR
$18.1B
| $239K | ﹤0.01% |
+2,377
| New | +$239K |
|
660
Evolent Health
EVH
$1.12B
| $238K | ﹤0.01% |
21,118
-51,380
| -71% | -$578K |
|
661
NeoGenomics
NEO
$1.02B
| $237K | ﹤0.01% |
14,397
-35,957
| -71% | -$593K |
|
662
Ulta Beauty
ULTA
$23.5B
| $237K | ﹤0.01% |
545
-31,770
| -98% | -$13.8M |
|
663
ACI Worldwide
ACIW
$5.22B
| $237K | ﹤0.01% |
4,560
-12,829
| -74% | -$666K |
|
664
ArcBest
ARCB
$1.7B
| $229K | ﹤0.01% |
+2,449
| New | +$229K |
|
665
Phreesia
PHR
$1.61B
| $226K | ﹤0.01% |
8,971
-21,474
| -71% | -$540K |
|
666
Doximity
DOCS
$13.1B
| $225K | ﹤0.01% |
4,222
-753
| -15% | -$40.2K |
|
667
Evertec
EVTC
$2.18B
| $223K | ﹤0.01% |
6,459
-61,410
| -90% | -$2.12M |
|
668
Omnicell
OMCL
$1.48B
| $221K | ﹤0.01% |
4,959
-12,970
| -72% | -$577K |
|
669
Iron Mountain
IRM
$27.2B
| $218K | ﹤0.01% |
+2,074
| New | +$218K |
|
670
LeMaitre Vascular
LMAT
$2.21B
| $217K | ﹤0.01% |
2,353
-5,730
| -71% | -$528K |
|
671
Transmedics
TMDX
$3.61B
| $216K | ﹤0.01% |
3,463
-1,409
| -29% | -$87.9K |
|
672
Air Products & Chemicals
APD
$63.8B
| $213K | ﹤0.01% |
735
-234
| -24% | -$67.9K |
|
673
Saic
SAIC
$4.72B
| $212K | ﹤0.01% |
1,897
-6,432
| -77% | -$719K |
|
674
Weis Markets
WMK
$1.73B
| $212K | ﹤0.01% |
3,125
-7,184
| -70% | -$487K |
|
675
Worthington Enterprises
WOR
$3.23B
| $209K | ﹤0.01% |
5,214
-14,076
| -73% | -$565K |
|