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 | |
|---|---|---|---|---|---|---|
|
HPP
676
Hudson Pacific Properties
HPP
$1.16B
| $190K | ﹤0.01% |
29,438
-16,466
| -36% | -$106K |
|
677
Sunrun
RUN
$4.19B
| $182K | ﹤0.01% |
13,839
-34,905
| -72% | -$460K |
|
|
DOOR
678
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| – | – |
-51,657
| Closed | -$4.37M |
|
|
SPLK
679
DELISTED
Splunk Inc
SPLK
| – | – |
-20,985
| Closed | -$3.2M |
|
680
NMI Holdings
NMIH
$3.1B
| – | – |
-39,579
| Closed | -$1.17M |
|
681
PACCAR
PCAR
$52B
| – | – |
-81,848
| Closed | -$7.99M |
|
682
Regal Rexnord
RRX
$9.66B
| – | – |
-1,460
| Closed | -$216K |
|
|
RWT
683
Redwood Trust
RWT
$823M
| – | – |
-210,665
| Closed | -$1.56M |
|
684
SBA Communications
SBAC
$21.2B
| – | – |
-13,705
| Closed | -$3.48M |
|
685
Sealed Air
SEE
$4.82B
| – | – |
-112,725
| Closed | -$4.12M |
|
686
Aaon
AAON
$6.62B
| – | – |
-14,840
| Closed | -$1.1M |
|
687
Agree Realty
ADC
$8.08B
| – | – |
-75,070
| Closed | -$4.73M |
|
688
Assured Guaranty
AGO
$3.91B
| – | – |
-95,997
| Closed | -$7.18M |
|
689
Arthur J. Gallagher & Co
AJG
$76.7B
| – | – |
-15,505
| Closed | -$3.49M |
|
690
Albemarle
ALB
$9.6B
| – | – |
-112,669
| Closed | -$16.3M |
|
691
Allegion
ALLE
$14.8B
| – | – |
-19,960
| Closed | -$2.53M |
|
692
Alnylam Pharmaceuticals
ALNY
$59.2B
| – | – |
-1,951
| Closed | -$373K |
|
693
American Homes 4 Rent
AMH
$12.9B
| – | – |
-595,129
| Closed | -$21.4M |
|
694
Ameriprise Financial
AMP
$46.1B
| – | – |
-8,603
| Closed | -$3.27M |
|
695
American Tower
AMT
$92.9B
| – | – |
-4,076
| Closed | -$880K |
|
696
Abercrombie & Fitch
ANF
$4.49B
| – | – |
-55,447
| Closed | -$4.89M |
|
697
Artisan Partners
APAM
$3.26B
| – | – |
-27,890
| Closed | -$1.23M |
|
698
Antero Resources
AR
$10.1B
| – | – |
-262,550
| Closed | -$5.95M |
|
699
Array Technologies
ARRY
$1.37B
| – | – |
-102,585
| Closed | -$1.72M |
|
700
Atmos Energy
ATO
$26.7B
| – | – |
-40,244
| Closed | -$4.66M |
|