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 |
Eli Lilly
LLY
|
$149M |
| 2 |
NVIDIA
NVDA
|
$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$96.2M |
| 4 |
Comcast
CMCSA
|
$72.7M |
| 5 |
Progressive
PGR
|
$70.4M |
Top Sells
| 1 |
Costco
COST
|
$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$82.1M |
| 3 |
Coca-Cola
KO
|
$58.5M |
| 4 |
Broadcom
AVGO
|
$58.3M |
| 5 |
Lam Research
LRCX
|
$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
MYR Group
MYRG
$2.79B
| – | – |
-7,251
| Closed | -$977K |
|
777
Netflix
NFLX
$529B
| – | – |
-94,950
| Closed | -$35.9M |
|
|
NOAH
778
Noah Holdings
NOAH
$797M
| – | – |
-21,191
| Closed | -$264K |
|
779
Nutrien
NTR
$27.4B
| – | – |
-39,127
| Closed | -$2.43M |
|
780
Newell Brands
NWL
$2.68B
| – | – |
-38,022
| Closed | -$343K |
|
781
NexGen Energy
NXE
$4.46B
| – | – |
-457,511
| Closed | -$2.73M |
|
782
Outset Medical
OM
$249M
| – | – |
-3,905
| Closed | -$637K |
|
783
Open Text
OTEX
$8.45B
| – | – |
-25,085
| Closed | -$884K |
|
784
Occidental Petroleum
OXY
$45.2B
| – | – |
-24,211
| Closed | -$1.57M |
|
|
PDM
785
Piedmont Realty Trust, Inc.
PDM
$1.09B
| – | – |
-50,259
| Closed | -$282K |
|
786
Plug Power
PLUG
$1.69B
| – | – |
-267,980
| Closed | -$2.04M |
|
787
Progress Software
PRGS
$1.88B
| – | – |
-38,643
| Closed | -$2.03M |
|
788
Patterson-UTI
PTEN
$2.18B
| – | – |
-533,227
| Closed | -$7.38M |
|
789
Qiagen
QGEN
$10.3B
| – | – |
-75,849
| Closed | -$3.26M |
|
790
Royal Gold
RGLD
$12.2B
| – | – |
-6,444
| Closed | -$685K |
|
791
RLI Corp
RLI
$6.16B
| – | – |
-19,084
| Closed | -$1.3M |
|
792
Reliance Steel & Aluminium
RS
$15.7B
| – | – |
-24,696
| Closed | -$6.48M |
|
793
SolarEdge
SEDG
$2.04B
| – | – |
-22,070
| Closed | -$2.86M |
|
794
Tanger
SKT
$3.94B
| – | – |
-61,784
| Closed | -$1.4M |
|
795
SL Green Realty
SLG
$4.4B
| – | – |
-26,070
| Closed | -$972K |
|
796
SM Energy
SM
$3.09B
| – | – |
-141,268
| Closed | -$5.6M |
|
797
Sempra
SRE
$52.9B
| – | – |
-22,837
| Closed | -$1.55M |
|
798
Suncor Energy
SU
$48.5B
| – | – |
-241,411
| Closed | -$8.34M |
|
799
Thermo Fisher Scientific
TMO
$186B
| – | – |
-42,085
| Closed | -$21.3M |
|
800
Tractor Supply
TSCO
$32.1B
| – | – |
-8,765
| Closed | -$356K |
|