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 |
Amazon
AMZN
|
+$309M |
| 2 |
Microsoft
MSFT
|
+$228M |
| 3 |
Exxon Mobil
XOM
|
+$90.9M |
| 4 |
Cameco
CCJ
|
+$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
+$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
+$289M |
| 2 |
Eli Lilly
LLY
|
+$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$151M |
| 4 |
Comcast
CMCSA
|
+$88.8M |
| 5 |
Procter & Gamble
PG
|
+$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
AvidXchange
AVDX
$2.06B
| $788K | ﹤0.01% |
+65,310
| New | +$788K |
|
702
Palomar
PLMR
$3.27B
| $779K | ﹤0.01% |
+9,594
| New | +$779K |
|
703
John Wiley & Sons Class A
WLY
$2.21B
| $776K | ﹤0.01% |
+19,073
| New | +$776K |
|
704
Alarm.com
ALRM
$2.8B
| $766K | ﹤0.01% |
+12,063
| New | +$766K |
|
705
J&J Snack Foods
JJSF
$2.09B
| $751K | ﹤0.01% |
4,624
-15,045
| -76% | -$2.44M |
|
706
Greif
GEF
$3.53B
| $740K | ﹤0.01% |
+12,875
| New | +$740K |
|
707
Virtus Investment Partners
VRTS
$1.32B
| $732K | ﹤0.01% |
+3,239
| New | +$732K |
|
708
Maplebear
CART
$11.9B
| $724K | ﹤0.01% |
+22,524
| New | +$724K |
|
709
Nu Skin
NUS
$566M
| $723K | ﹤0.01% |
68,590
-10,300
| -13% | -$109K |
|
710
Allegion
ALLE
$14.5B
| $722K | ﹤0.01% |
+6,110
| New | +$722K |
|
711
Hillenbrand
HI
$1.76B
| $721K | ﹤0.01% |
18,016
-17,550
| -49% | -$702K |
|
|
BRSL
712
Brightstar Lottery PLC
BRSL
$3.11B
| $721K | ﹤0.01% |
+35,230
| New | +$721K |
|
713
Skywest
SKYW
$4.36B
| $714K | ﹤0.01% |
+8,699
| New | +$714K |
|
714
Inspire Medical Systems
INSP
$2.43B
| $708K | ﹤0.01% |
5,292
-527
| -9% | -$70.5K |
|
715
Cable One
CABO
$885M
| $705K | ﹤0.01% |
+1,991
| New | +$705K |
|
716
Caterpillar
CAT
$195B
| $681K | ﹤0.01% |
+2,045
| New | +$681K |
|
717
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $681K | ﹤0.01% |
8,826
| – | – |
|
718
LiveRamp
RAMP
$1.78B
| $678K | ﹤0.01% |
+21,908
| New | +$678K |
|
719
3M
MMM
$81B
| $677K | ﹤0.01% |
6,625
-9,791
| -60% | -$1M |
|
720
Olin
OLN
$2.86B
| $676K | ﹤0.01% |
14,346
-263,355
| -95% | -$12.4M |
|
721
CF Industries
CF
$13.7B
| $670K | ﹤0.01% |
9,033
-56,882
| -86% | -$4.22M |
|
722
Upbound Group
UPBD
$1.45B
| $667K | ﹤0.01% |
+21,726
| New | +$667K |
|
723
Sun Life Financial
SLF
$33B
| $650K | ﹤0.01% |
+13,266
| New | +$650K |
|
724
Keysight
KEYS
$29B
| $637K | ﹤0.01% |
+4,661
| New | +$637K |
|
725
Franklin Electric
FELE
$4.2B
| $628K | ﹤0.01% |
+6,519
| New | +$628K |
|