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 | |
|---|---|---|---|---|---|---|
|
NARI
726
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $338K | ﹤0.01% |
8,208
-1,205
| -13% | -$49.7K |
|
727
Prologis
PLD
$104B
| $338K | ﹤0.01% |
2,676
+103
| +4% | +$13K |
|
728
Freeport-McMoran
FCX
$63B
| $337K | ﹤0.01% |
6,742
-3,072
| -31% | -$153K |
|
729
Cavco Industries
CVCO
$4.29B
| $334K | ﹤0.01% |
779
-4,852
| -86% | -$2.08M |
|
730
Janus Henderson
JHG
$6.91B
| $328K | ﹤0.01% |
+8,624
| New | +$328K |
|
731
Digital Realty Trust
DLR
$55.9B
| $325K | ﹤0.01% |
2,008
-380
| -16% | -$61.5K |
|
732
Telus
TU
$25B
| $325K | ﹤0.01% |
19,337
-8,282
| -30% | -$139K |
|
733
ConocoPhillips
COP
$115B
| $324K | ﹤0.01% |
3,079
+1,141
| +59% | +$120K |
|
734
Sherwin-Williams
SHW
$90.1B
| $323K | ﹤0.01% |
846
-17,645
| -95% | -$6.73M |
|
735
Humana
HUM
$32.8B
| $309K | ﹤0.01% |
974
-327
| -25% | -$104K |
|
736
UFP Industries
UFPI
$5.88B
| $307K | ﹤0.01% |
2,338
-18,094
| -89% | -$2.37M |
|
737
Mine Safety
MSA
$6.61B
| $306K | ﹤0.01% |
+1,726
| New | +$306K |
|
738
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $306K | ﹤0.01% |
3,126
| – | – |
|
739
SS&C Technologies
SSNC
$21.7B
| $304K | ﹤0.01% |
4,102
-72,641
| -95% | -$5.39M |
|
740
CF Industries
CF
$13.7B
| $303K | ﹤0.01% |
3,537
-5,496
| -61% | -$472K |
|
741
Permian Resources
PR
$9.66B
| $298K | ﹤0.01% |
21,862
-775,442
| -97% | -$10.6M |
|
742
Johnson Controls International
JCI
$69.6B
| $294K | ﹤0.01% |
3,790
-1,011
| -21% | -$78.5K |
|
|
RCM
743
DELISTED
R1 RCM Inc. Common Stock
RCM
| $289K | ﹤0.01% |
20,425
-57,773
| -74% | -$819K |
|
744
Air Products & Chemicals
APD
$63.9B
| $289K | ﹤0.01% |
969
-146
| -13% | -$43.5K |
|
745
Ecolab
ECL
$76.8B
| $282K | ﹤0.01% |
1,103
-570
| -34% | -$146K |
|
746
Skechers
SKX
$9.51B
| $279K | ﹤0.01% |
4,166
+1,188
| +40% | +$79.5K |
|
747
Franklin Electric
FELE
$4.21B
| $269K | ﹤0.01% |
2,571
-3,948
| -61% | -$414K |
|
748
Steven Madden
SHOO
$2.2B
| $269K | ﹤0.01% |
5,492
-1,212
| -18% | -$59.4K |
|
749
MillerKnoll
MLKN
$1.4B
| $265K | ﹤0.01% |
10,706
-3,891
| -27% | -$96.3K |
|
750
Boise Cascade
BCC
$3.18B
| $262K | ﹤0.01% |
+1,858
| New | +$262K |
|