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 | |
|---|---|---|---|---|---|---|
751
Manhattan Associates
MANH
$13.3B
| $524K | ﹤0.01% |
+2,123
| New | +$524K |
|
752
Pediatrix Medical
MD
$1.48B
| $521K | ﹤0.01% |
69,048
-6,599
| -9% | -$49.8K |
|
753
W.W. Grainger
GWW
$47.7B
| $499K | ﹤0.01% |
+553
| New | +$499K |
|
754
Tandem Diabetes Care
TNDM
$845M
| $497K | ﹤0.01% |
12,336
-47,264
| -79% | -$1.9M |
|
755
Varex Imaging
VREX
$485M
| $489K | ﹤0.01% |
33,194
+4,614
| +16% | +$68K |
|
756
Humana
HUM
$37.3B
| $486K | ﹤0.01% |
1,301
-32,405
| -96% | -$12.1M |
|
757
Freeport-McMoran
FCX
$67B
| $477K | ﹤0.01% |
9,814
-12,180
| -55% | -$592K |
|
758
Paychex
PAYX
$48.7B
| $473K | ﹤0.01% |
+3,991
| New | +$473K |
|
|
NARI
759
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $453K | ﹤0.01% |
9,413
-39,537
| -81% | -$1.9M |
|
760
Surgery Partners
SGRY
$2.83B
| $451K | ﹤0.01% |
+18,938
| New | +$451K |
|
761
ICU Medical
ICUI
$3.22B
| $450K | ﹤0.01% |
3,788
-836
| -18% | -$99.3K |
|
762
Danaher
DHR
$142B
| $449K | ﹤0.01% |
1,796
-6,785
| -79% | -$1.7M |
|
763
Enovis
ENOV
$1.79B
| $441K | ﹤0.01% |
9,765
-192
| -2% | -$8.68K |
|
764
West Fraser Timber
WFG
$6.01B
| $441K | ﹤0.01% |
5,746
+2,827
| +97% | +$217K |
|
765
Copart
CPRT
$47.1B
| $435K | ﹤0.01% |
8,036
-3,458
| -30% | -$187K |
|
766
Service Corp International
SCI
$11.1B
| $434K | ﹤0.01% |
+6,105
| New | +$434K |
|
767
Pure Storage
PSTG
$26B
| $434K | ﹤0.01% |
+6,759
| New | +$434K |
|
768
Phillips 66
PSX
$52.6B
| $427K | ﹤0.01% |
+3,028
| New | +$427K |
|
769
A.O. Smith
AOS
$10.4B
| $427K | ﹤0.01% |
5,221
+351
| +7% | +$28.7K |
|
770
CRH
CRH
$75.2B
| $426K | ﹤0.01% |
5,679
-5,986
| -51% | -$449K |
|
771
SharkNinja
SN
$16.2B
| $423K | ﹤0.01% |
+5,624
| New | +$423K |
|
772
Telus
TU
$25.1B
| $418K | ﹤0.01% |
27,619
-32,231
| -54% | -$488K |
|
773
W.R. Berkley
WRB
$27.5B
| $417K | ﹤0.01% |
+7,955
| New | +$417K |
|
774
Cross Country Healthcare
CCRN
$460M
| $411K | ﹤0.01% |
29,716
-4,995
| -14% | -$69.1K |
|
775
Meritage Homes
MTH
$5.84B
| $410K | ﹤0.01% |
+5,070
| New | +$410K |
|