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 | |
|---|---|---|---|---|---|---|
676
Neogen
NEOG
$1.23B
| $564K | ﹤0.01% |
33,524
-4,759
| -12% | -$80K |
|
677
Perrigo
PRGO
$3.07B
| $558K | ﹤0.01% |
21,268
-17,903
| -46% | -$470K |
|
678
Verra Mobility
VRRM
$3.9B
| $554K | ﹤0.01% |
19,918
-25,148
| -56% | -$699K |
|
679
AtriCure
ATRC
$1.79B
| $552K | ﹤0.01% |
19,685
-20,632
| -51% | -$579K |
|
680
HNI Corp
HNI
$2.16B
| $552K | ﹤0.01% |
10,249
-3,027
| -23% | -$163K |
|
681
Alnylam Pharmaceuticals
ALNY
$59.6B
| $551K | ﹤0.01% |
+2,002
| New | +$551K |
|
682
Equinix
EQIX
$74.9B
| $538K | ﹤0.01% |
606
-771
| -56% | -$684K |
|
683
Integra LifeSciences
IART
$1.22B
| $537K | ﹤0.01% |
29,533
-83,807
| -74% | -$1.52M |
|
684
John B. Sanfilippo & Son
JBSS
$743M
| $529K | ﹤0.01% |
5,609
-6,231
| -53% | -$588K |
|
685
Envista
NVST
$3.51B
| $525K | ﹤0.01% |
26,555
-5,267
| -17% | -$104K |
|
686
OSI Systems
OSIS
$3.85B
| $518K | ﹤0.01% |
3,412
-12,353
| -78% | -$1.88M |
|
687
Peabody Energy
BTU
$2.24B
| $516K | ﹤0.01% |
+19,430
| New | +$516K |
|
688
Mueller Water Products
MWA
$4.18B
| $515K | ﹤0.01% |
+23,740
| New | +$515K |
|
689
KBR
KBR
$6.35B
| $511K | ﹤0.01% |
+7,850
| New | +$511K |
|
690
Magnolia Oil & Gas
MGY
$4.34B
| $502K | ﹤0.01% |
20,561
-517,263
| -96% | -$12.6M |
|
|
DFS
691
DELISTED
Discover Financial Services
DFS
| $500K | ﹤0.01% |
+3,563
| New | +$500K |
|
692
US Physical Therapy
USPH
$1.29B
| $498K | ﹤0.01% |
5,886
-6,603
| -53% | -$559K |
|
693
Concentrix
CNXC
$3.31B
| $477K | ﹤0.01% |
9,317
-11,115
| -54% | -$570K |
|
694
Herbalife
HLF
$1.02B
| $474K | ﹤0.01% |
65,957
-70,944
| -52% | -$510K |
|
695
Trimble
TRMB
$19.3B
| $473K | ﹤0.01% |
7,610
-28,043
| -79% | -$1.74M |
|
696
Danaher
DHR
$142B
| $467K | ﹤0.01% |
1,680
-116
| -6% | -$32.3K |
|
697
Agilon Health
AGL
$522M
| $461K | ﹤0.01% |
117,300
-119,990
| -51% | -$472K |
|
698
AdaptHealth
AHCO
$1.27B
| $458K | ﹤0.01% |
40,742
-41,521
| -50% | -$466K |
|
699
BCE
BCE
$22.7B
| $454K | ﹤0.01% |
13,041
-3,682
| -22% | -$128K |
|
700
Cracker Barrel
CBRL
$1.13B
| $442K | ﹤0.01% |
9,744
-13,528
| -58% | -$613K |
|