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 |
Alphabet (Google) Class A
GOOGL
|
+$502M |
| 2 |
NVIDIA
NVDA
|
+$394M |
| 3 |
Apple
AAPL
|
+$316M |
| 4 |
Amazon
AMZN
|
+$189M |
| 5 |
Microsoft
MSFT
|
+$161M |
Top Sells
| 1 |
Costco
COST
|
+$112M |
| 2 |
Coca-Cola
KO
|
+$105M |
| 3 |
Pinduoduo
PDD
|
+$104M |
| 4 |
Cisco
CSCO
|
+$90M |
| 5 |
Procter & Gamble
PG
|
+$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Intercontinental Exchange
ICE
$99.3B
| – | – |
-36,084
| Closed | -$4.63M |
|
|
JNPR
752
DELISTED
Juniper Networks
JNPR
| – | – |
-282,598
| Closed | -$8.33M |
|
753
Korn Ferry
KFY
$3.82B
| – | – |
-7,219
| Closed | -$428K |
|
754
Kinsale Capital Group
KNSL
$10.3B
| – | – |
-7,953
| Closed | -$2.66M |
|
755
Lamar Advertising Co
LAMR
$12.9B
| – | – |
-18,218
| Closed | -$1.94M |
|
756
L3Harris
LHX
$50.6B
| – | – |
-4,094
| Closed | -$862K |
|
757
Lennox International
LII
$19.6B
| – | – |
-13,565
| Closed | -$6.07M |
|
758
Lufax Holding
LU
$2.62B
| – | – |
-445,703
| Closed | -$1.37M |
|
759
Southwest Airlines
LUV
$16.3B
| – | – |
-231,391
| Closed | -$6.68M |
|
760
Macy's
M
$4.61B
| – | – |
-139,351
| Closed | -$2.8M |
|
761
Main Street Capital
MAIN
$5.9B
| – | – |
-26,019
| Closed | -$1.12M |
|
762
Mohawk Industries
MHK
$8.42B
| – | – |
-83,460
| Closed | -$8.64M |
|
763
Marsh & McLennan
MMC
$99.2B
| – | – |
-49,271
| Closed | -$9.34M |
|
|
MODV
764
DELISTED
ModivCare
MODV
| – | – |
-7,361
| Closed | -$324K |
|
765
Monolithic Power Systems
MPWR
$41.1B
| – | – |
-26,280
| Closed | -$16.6M |
|
766
Match Group
MTCH
$9.19B
| – | – |
-8,720
| Closed | -$318K |
|
767
Matador Resources
MTDR
$5.88B
| – | – |
-53,092
| Closed | -$3.02M |
|
768
MGIC Investment
MTG
$6.51B
| – | – |
-118,864
| Closed | -$2.29M |
|
769
Meritage Homes
MTH
$5.63B
| – | – |
-9,982
| Closed | -$869K |
|
770
Murphy Oil
MUR
$3.56B
| – | – |
-19,902
| Closed | -$849K |
|
771
NextEra Energy, Inc.
NEE
$144B
| – | – |
-31,937
| Closed | -$1.94M |
|
772
Ingevity
NGVT
$2.14B
| – | – |
-68,998
| Closed | -$3.26M |
|
773
NiSource
NI
$19.1B
| – | – |
-53,012
| Closed | -$1.41M |
|
774
NNN REIT
NNN
$8.06B
| – | – |
-121,973
| Closed | -$5.26M |
|
775
Norfolk Southern
NSC
$61.3B
| – | – |
-1,712
| Closed | -$405K |
|