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 | |
|---|---|---|---|---|---|---|
676
Itron
ITRI
$5.49B
| $677K | ﹤0.01% |
8,960
-2,606
| -23% | -$197K |
|
677
Entergy
ETR
$38.8B
| $670K | ﹤0.01% |
+13,234
| New | +$670K |
|
678
Enovis
ENOV
$1.79B
| $666K | ﹤0.01% |
11,892
-3,172
| -21% | -$178K |
|
679
Charles River Laboratories
CRL
$7.97B
| $654K | ﹤0.01% |
2,765
-240
| -8% | -$56.7K |
|
680
Olaplex Holdings
OLPX
$987M
| $654K | ﹤0.01% |
257,296
-223
| -0.1% | -$566 |
|
681
CubeSmart
CUBE
$9.38B
| $652K | ﹤0.01% |
14,061
-24,203
| -63% | -$1.12M |
|
682
Azenta
AZTA
$1.35B
| $640K | ﹤0.01% |
9,824
-265
| -3% | -$17.3K |
|
683
Berkshire Hathaway Class B
BRK.B
$1.07T
| $635K | ﹤0.01% |
1,781
-38,431
| -96% | -$13.7M |
|
684
Fulgent Genetics
FLGT
$682M
| $631K | ﹤0.01% |
21,812
-2,751
| -11% | -$79.5K |
|
685
Macerich
MAC
$4.68B
| $627K | ﹤0.01% |
40,612
-3,647
| -8% | -$56.3K |
|
686
VICI Properties
VICI
$35.5B
| $626K | ﹤0.01% |
+19,635
| New | +$626K |
|
687
Exact Sciences
EXAS
$10.2B
| $616K | ﹤0.01% |
8,331
+87
| +1% | +$6.44K |
|
|
AGR
688
DELISTED
Avangrid, Inc.
AGR
| $605K | ﹤0.01% |
18,656
-1,628
| -8% | -$52.8K |
|
689
Bright Horizons
BFAM
$6.62B
| $599K | ﹤0.01% |
6,359
-11,710
| -65% | -$1.1M |
|
690
Royalty Pharma
RPRX
$15.5B
| $594K | ﹤0.01% |
21,148
-172,028
| -89% | -$4.83M |
|
691
Transmedics
TMDX
$3.6B
| $586K | ﹤0.01% |
7,426
-2,915
| -28% | -$230K |
|
692
Eversource Energy
ES
$23.3B
| $584K | ﹤0.01% |
9,458
-201
| -2% | -$12.4K |
|
693
Millicom
TIGO
$7.8B
| $573K | ﹤0.01% |
31,849
-4,516
| -12% | -$81.3K |
|
694
Clearway Energy Class C
CWEN
$3.34B
| $571K | ﹤0.01% |
20,816
-812
| -4% | -$22.3K |
|
695
Darling Ingredients
DAR
$4.94B
| $565K | ﹤0.01% |
11,332
-131,134
| -92% | -$6.54M |
|
696
Bio-Techne
TECH
$8.42B
| $563K | ﹤0.01% |
7,302
-5,016
| -41% | -$387K |
|
697
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $559K | ﹤0.01% |
20,276
-649
| -3% | -$17.9K |
|
|
ATRI
698
DELISTED
Atrion Corp
ATRI
| $554K | ﹤0.01% |
1,463
-173
| -11% | -$65.5K |
|
699
OrthoPediatrics
KIDS
$524M
| $549K | ﹤0.01% |
16,879
-1,688
| -9% | -$54.9K |
|
700
West Fraser Timber
WFG
$6.01B
| $519K | ﹤0.01% |
6,033
-910
| -13% | -$78.2K |
|