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 | |
|---|---|---|---|---|---|---|
|
URG
751
Ur-Energy
URG
$536M
| $254K | ﹤0.01% |
213,635
+15,841
| +8% | +$18.9K |
|
752
Marsh & McLennan
MMC
$99.2B
| $253K | ﹤0.01% |
1,132
-3,415
| -75% | -$762K |
|
753
Gates Industrial
GTES
$6.48B
| $253K | ﹤0.01% |
14,389
-39,251
| -73% | -$689K |
|
754
Avanos Medical
AVNS
$573M
| $252K | ﹤0.01% |
10,471
-5,663
| -35% | -$136K |
|
755
Avnet
AVT
$4.43B
| $245K | ﹤0.01% |
4,512
-84,482
| -95% | -$4.59M |
|
756
Ziff Davis
ZD
$1.57B
| $244K | ﹤0.01% |
5,017
-72,077
| -93% | -$3.51M |
|
757
DocuSign
DOCU
$16B
| $244K | ﹤0.01% |
3,927
-128,503
| -97% | -$7.98M |
|
758
Rogers Communications
RCI
$19.2B
| $241K | ﹤0.01% |
5,995
-4,221
| -41% | -$170K |
|
759
Nu Skin
NUS
$574M
| $239K | ﹤0.01% |
32,402
-36,188
| -53% | -$267K |
|
760
BGC Group
BGC
$4.76B
| $231K | ﹤0.01% |
25,164
-156,263
| -86% | -$1.43M |
|
761
Silgan Holdings
SLGN
$4.76B
| $224K | ﹤0.01% |
4,269
-31,805
| -88% | -$1.67M |
|
762
Doximity
DOCS
$13B
| $217K | ﹤0.01% |
4,975
-159,201
| -97% | -$6.94M |
|
763
Xylem
XYL
$33.5B
| $210K | ﹤0.01% |
1,555
-111
| -7% | -$15K |
|
764
Consolidated Edison
ED
$35B
| $210K | ﹤0.01% |
2,016
-1,611
| -44% | -$168K |
|
765
American Water Works
AWK
$27.3B
| $206K | ﹤0.01% |
1,410
-303
| -18% | -$44.3K |
|
766
Valaris
VAL
$3.65B
| $206K | ﹤0.01% |
3,698
-105,314
| -97% | -$5.87M |
|
767
Ferguson
FERG
$45.8B
| $204K | ﹤0.01% |
+1,037
| New | +$204K |
|
768
AvalonBay Communities
AVB
$27.8B
| $203K | ﹤0.01% |
903
-77
| -8% | -$17.3K |
|
769
Cross Country Healthcare
CCRN
$460M
| $187K | ﹤0.01% |
13,931
-15,785
| -53% | -$212K |
|
|
WBA
770
DELISTED
Walgreens Boots Alliance
WBA
| $160K | ﹤0.01% |
+17,841
| New | +$160K |
|
|
VRN
771
DELISTED
Veren
VRN
| $125K | ﹤0.01% |
+20,347
| New | +$125K |
|
|
HPP
772
Hudson Pacific Properties
HPP
$1.11B
| $118K | ﹤0.01% |
24,590
+8,844
| +56% | +$42.3K |
|
773
Newell Brands
NWL
$2.61B
| $108K | ﹤0.01% |
+14,008
| New | +$108K |
|
774
Royalty Pharma
RPRX
$15.8B
| – | – |
-238,991
| Closed | -$6.3M |
|
775
Reliance Steel & Aluminium
RS
$15.4B
| – | – |
-1,954
| Closed | -$558K |
|