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 | |
|---|---|---|---|---|---|---|
726
Trane Technologies
TT
$91.1B
| $628K | ﹤0.01% |
1,908
-473
| -20% | -$156K |
|
727
Transocean
RIG
$2.96B
| $623K | ﹤0.01% |
116,364
-1,384,955
| -92% | -$7.41M |
|
728
Westlake Corp
WLK
$11B
| $621K | ﹤0.01% |
+4,288
| New | +$621K |
|
729
Old Dominion Freight Line
ODFL
$31.2B
| $621K | ﹤0.01% |
+3,516
| New | +$621K |
|
730
Progressive
PGR
$143B
| $610K | ﹤0.01% |
2,935
-206,827
| -99% | -$43M |
|
731
Neogen
NEOG
$1.24B
| $598K | ﹤0.01% |
38,283
-4,833
| -11% | -$75.5K |
|
732
HNI Corp
HNI
$2.09B
| $598K | ﹤0.01% |
+13,276
| New | +$598K |
|
733
Waters Corp
WAT
$17.9B
| $593K | ﹤0.01% |
2,044
+973
| +91% | +$282K |
|
734
Invesco
IVZ
$9.91B
| $593K | ﹤0.01% |
+39,616
| New | +$593K |
|
735
iRhythm Technologies
IRTC
$5.99B
| $591K | ﹤0.01% |
5,486
-643
| -10% | -$69.2K |
|
736
Guardant Health
GH
$7.41B
| $583K | ﹤0.01% |
20,201
-87,615
| -81% | -$2.53M |
|
737
Confluent
CFLT
$6.88B
| $582K | ﹤0.01% |
+19,723
| New | +$582K |
|
738
Oracle
ORCL
$678B
| $580K | ﹤0.01% |
4,106
-2,163
| -35% | -$305K |
|
739
World Kinect Corp
WKC
$1.44B
| $575K | ﹤0.01% |
+22,303
| New | +$575K |
|
740
Herc Holdings
HRI
$4.44B
| $568K | ﹤0.01% |
+4,263
| New | +$568K |
|
741
Century Communities
CCS
$2.02B
| $561K | ﹤0.01% |
+6,875
| New | +$561K |
|
742
Vodafone
VOD
$28.6B
| $560K | ﹤0.01% |
63,129
-48,291
| -43% | -$428K |
|
743
Reliance Steel & Aluminium
RS
$15.4B
| $558K | ﹤0.01% |
+1,954
| New | +$558K |
|
744
BCE
BCE
$22.6B
| $542K | ﹤0.01% |
16,723
-22,249
| -57% | -$720K |
|
745
Brunswick
BC
$4.27B
| $538K | ﹤0.01% |
7,395
-126,172
| -94% | -$9.18M |
|
746
Virtu Financial
VIRT
$3.22B
| $537K | ﹤0.01% |
+23,941
| New | +$537K |
|
747
Dycom Industries
DY
$7.3B
| $533K | ﹤0.01% |
+3,157
| New | +$533K |
|
748
Envista
NVST
$3.46B
| $529K | ﹤0.01% |
31,822
-126,595
| -80% | -$2.11M |
|
749
Stem
STEM
$116M
| $528K | ﹤0.01% |
23,771
-43,632
| -65% | -$969K |
|
750
Valmont Industries
VMI
$7.34B
| $527K | ﹤0.01% |
+1,922
| New | +$527K |
|