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 | |
|---|---|---|---|---|---|---|
701
Asbury Automotive
ABG
$5B
| $435K | ﹤0.01% |
1,825
-11,167
| -86% | -$2.66M |
|
702
A.O. Smith
AOS
$10.4B
| $432K | ﹤0.01% |
4,811
-410
| -8% | -$36.8K |
|
|
PDCO
703
DELISTED
Patterson Companies, Inc.
PDCO
| $427K | ﹤0.01% |
19,567
-44,779
| -70% | -$978K |
|
704
Element Solutions
ESI
$6.35B
| $422K | ﹤0.01% |
15,553
-15,380
| -50% | -$418K |
|
705
Teva Pharmaceuticals
TEVA
$22.1B
| $418K | ﹤0.01% |
23,222
+1,144
| +5% | +$20.6K |
|
706
Guardant Health
GH
$7.5B
| $416K | ﹤0.01% |
18,140
-2,061
| -10% | -$47.3K |
|
707
West Fraser Timber
WFG
$6.01B
| $406K | ﹤0.01% |
4,160
-1,586
| -28% | -$155K |
|
708
Stantec
STN
$12.3B
| $404K | ﹤0.01% |
5,014
+980
| +24% | +$78.9K |
|
709
MSC Industrial Direct
MSM
$5.17B
| $399K | ﹤0.01% |
4,633
-7,237
| -61% | -$623K |
|
710
Pediatrix Medical
MD
$1.48B
| $381K | ﹤0.01% |
32,881
-36,167
| -52% | -$419K |
|
711
Sensata Technologies
ST
$4.66B
| $380K | ﹤0.01% |
10,586
-12,397
| -54% | -$445K |
|
712
AZZ Inc
AZZ
$3.47B
| $373K | ﹤0.01% |
4,516
-9,402
| -68% | -$777K |
|
713
Trane Technologies
TT
$92.3B
| $369K | ﹤0.01% |
950
-958
| -50% | -$372K |
|
714
Li Auto
LI
$24.1B
| $363K | ﹤0.01% |
14,163
-46,625
| -77% | -$1.2M |
|
715
Wabtec
WAB
$32.6B
| $363K | ﹤0.01% |
1,995
-36,790
| -95% | -$6.69M |
|
716
Hillenbrand
HI
$1.81B
| $363K | ﹤0.01% |
13,044
-4,972
| -28% | -$138K |
|
717
Builders FirstSource
BLDR
$16.3B
| $363K | ﹤0.01% |
1,870
-87,817
| -98% | -$17M |
|
718
Magna International
MGA
$13B
| $354K | ﹤0.01% |
+8,628
| New | +$354K |
|
719
3M
MMM
$82B
| $351K | ﹤0.01% |
2,565
-4,060
| -61% | -$555K |
|
720
McCormick & Company Non-Voting
MKC
$18.8B
| $348K | ﹤0.01% |
+4,234
| New | +$348K |
|
721
Crown Holdings
CCK
$10.9B
| $348K | ﹤0.01% |
3,633
-61,599
| -94% | -$5.91M |
|
722
Armstrong World Industries
AWI
$8.52B
| $348K | ﹤0.01% |
2,646
+746
| +39% | +$98K |
|
723
Berkshire Hathaway Class B
BRK.B
$1.07T
| $347K | ﹤0.01% |
+755
| New | +$347K |
|
724
Pfizer
PFE
$140B
| $343K | ﹤0.01% |
11,847
-23,580
| -67% | -$682K |
|
725
Procore
PCOR
$10.6B
| $342K | ﹤0.01% |
5,534
-11,181
| -67% | -$690K |
|