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 |
iShares Core S&P 500 ETF
IVV
|
$118M |
| 2 |
JPMorgan Chase
JPM
|
$92.8M |
| 3 |
Bank of America
BAC
|
$64.1M |
| 4 |
Citigroup
C
|
$58.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$34.2M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$246M |
| 2 |
Johnson & Johnson
JNJ
|
$202M |
| 3 |
Coca-Cola
KO
|
$194M |
| 4 |
PepsiCo
PEP
|
$181M |
| 5 |
McDonald's
MCD
|
$141M |
Sector Composition
| 1 | Consumer Staples | 27.92% |
| 2 | Healthcare | 19.75% |
| 3 | Financials | 10.48% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Hewlett Packard
HPE
$31B
| $288K | ﹤0.01% |
18,027
-134,724
| -88% | -$2.15M |
|
777
Jabil
JBL
$22.5B
| $287K | ﹤0.01% |
4,202
-188,061
| -98% | -$12.8M |
|
778
Broadcom
AVGO
$1.58T
| $283K | ﹤0.01% |
5,070
-25,930
| -84% | -$1.45M |
|
779
Exelixis
EXEL
$10.2B
| $278K | ﹤0.01% |
+17,322
| New | +$278K |
|
780
Teradata
TDC
$1.99B
| $273K | ﹤0.01% |
+8,123
| New | +$273K |
|
781
Liberty Global Class C
LBTYK
$4.12B
| $267K | ﹤0.01% |
13,759
-49,023
| -78% | -$953K |
|
782
Euronet Worldwide
EEFT
$3.74B
| $267K | ﹤0.01% |
+2,828
| New | +$267K |
|
783
Antero Resources
AR
$10.1B
| $262K | ﹤0.01% |
8,459
-159,702
| -95% | -$4.95M |
|
784
AMC Entertainment Holdings
AMC
$1.41B
| $261K | ﹤0.01% |
6,412
+4,254
| +197% | +$173K |
|
785
KB Home
KBH
$4.63B
| $261K | ﹤0.01% |
8,182
-441
| -5% | -$14K |
|
786
Wendy's
WEN
$1.97B
| $259K | ﹤0.01% |
+11,466
| New | +$259K |
|
787
United Rentals
URI
$62.7B
| $258K | ﹤0.01% |
726
-3,435
| -83% | -$1.22M |
|
788
Oracle
ORCL
$654B
| $255K | ﹤0.01% |
3,119
-616
| -16% | -$50.4K |
|
789
Altice USA
ATUS
$1.05B
| $253K | ﹤0.01% |
54,970
-662,484
| -92% | -$3.05M |
|
790
UFP Industries
UFPI
$6.08B
| $251K | ﹤0.01% |
+3,169
| New | +$251K |
|
791
United Parks & Resorts
PRKS
$2.99B
| $247K | ﹤0.01% |
4,625
-59,123
| -93% | -$3.16M |
|
|
SIX
792
DELISTED
Six Flags Entertainment Corp.
SIX
| $246K | ﹤0.01% |
+10,602
| New | +$246K |
|
793
Tapestry
TPR
$21.7B
| $237K | ﹤0.01% |
6,233
-12,987
| -68% | -$495K |
|
|
OCFT
794
OneConnect Financial Technology
OCFT
$281M
| $235K | ﹤0.01% |
44,218
-458
| -1% | -$2.43K |
|
795
American Express
AXP
$227B
| $233K | ﹤0.01% |
+1,575
| New | +$233K |
|
796
Madison Square Garden
MSGS
$4.71B
| $230K | ﹤0.01% |
+1,253
| New | +$230K |
|
797
Newell Brands
NWL
$2.68B
| $229K | ﹤0.01% |
17,525
+2,549
| +17% | +$33.3K |
|
798
Tri Pointe Homes
TPH
$3.25B
| $228K | ﹤0.01% |
+12,269
| New | +$228K |
|
|
HPP
799
Hudson Pacific Properties
HPP
$1.16B
| $223K | ﹤0.01% |
+22,959
| New | +$223K |
|
800
PVH
PVH
$4.22B
| $219K | ﹤0.01% |
3,100
-5,369
| -63% | -$379K |
|