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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AXNX
726
DELISTED
Axonics, Inc. Common Stock
AXNX
| – | – |
-20,016
| Closed | -$1.39M |
|
727
AES
AES
$9.21B
| – | – |
-866,913
| Closed | -$17.4M |
|
728
Aflac
AFL
$57.2B
| – | – |
-92,031
| Closed | -$10.3M |
|
729
AMN Healthcare
AMN
$799M
| – | – |
-15,060
| Closed | -$638K |
|
730
A.O. Smith
AOS
$10.3B
| – | – |
-4,811
| Closed | -$432K |
|
731
Array Technologies
ARRY
$1.37B
| – | – |
-465,925
| Closed | -$3.08M |
|
732
ASGN Inc
ASGN
$2.32B
| – | – |
-12,329
| Closed | -$1.15M |
|
733
Ashland
ASH
$2.51B
| – | – |
-71,380
| Closed | -$6.21M |
|
734
AtriCure
ATRC
$1.76B
| – | – |
-19,685
| Closed | -$552K |
|
735
Avanos Medical
AVNS
$590M
| – | – |
-10,471
| Closed | -$252K |
|
736
Avnet
AVT
$4.49B
| – | – |
-4,512
| Closed | -$245K |
|
737
Armstrong World Industries
AWI
$8.58B
| – | – |
-2,646
| Closed | -$348K |
|
738
American Water Works
AWK
$28B
| – | – |
-1,410
| Closed | -$206K |
|
739
AZZ Inc
AZZ
$3.51B
| – | – |
-4,516
| Closed | -$373K |
|
740
Bank of America
BAC
$369B
| – | – |
-331,697
| Closed | -$13.2M |
|
741
Boise Cascade
BCC
$3.36B
| – | – |
-1,858
| Closed | -$262K |
|
742
Belden
BDC
$5.14B
| – | – |
-8,870
| Closed | -$1.04M |
|
743
Bloom Energy
BE
$13.4B
| – | – |
-173,115
| Closed | -$1.83M |
|
744
BGC Group
BGC
$4.71B
| – | – |
-25,164
| Closed | -$231K |
|
745
BILL Holdings
BILL
$5.24B
| – | – |
-127,721
| Closed | -$6.74M |
|
746
TopBuild
BLD
$12.3B
| – | – |
-8,069
| Closed | -$3.28M |
|
747
Builders FirstSource
BLDR
$16.5B
| – | – |
-1,870
| Closed | -$363K |
|
748
CACI
CACI
$10.4B
| – | – |
-6,301
| Closed | -$3.18M |
|
749
Chubb
CB
$111B
| – | – |
-23,845
| Closed | -$6.88M |
|
750
Cracker Barrel
CBRL
$1.18B
| – | – |
-9,744
| Closed | -$442K |
|