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 | |
|---|---|---|---|---|---|---|
776
Insperity
NSP
$2.03B
| – | – |
-10,202
| Closed | -$1.2M |
|
777
Realty Income
O
$54.2B
| – | – |
-188,865
| Closed | -$10.8M |
|
778
Blue Owl Capital
OBDC
$7.33B
| – | – |
-99,058
| Closed | -$1.46M |
|
779
Olaplex Holdings
OLPX
$994M
| – | – |
-257,296
| Closed | -$654K |
|
780
PotlatchDeltic
PCH
$3.31B
| – | – |
-24,027
| Closed | -$1.18M |
|
781
Procore
PCOR
$10.5B
| – | – |
-179,356
| Closed | -$12.4M |
|
782
Paylocity
PCTY
$9.62B
| – | – |
-10,684
| Closed | -$1.76M |
|
783
Public Service Enterprise Group
PEG
$40.5B
| – | – |
-59,673
| Closed | -$3.65M |
|
784
PPL Corp
PPL
$26.6B
| – | – |
-64,177
| Closed | -$1.74M |
|
785
Ultragenyx Pharmaceutical
RARE
$3.07B
| – | – |
-10,635
| Closed | -$509K |
|
786
Radian Group
RDN
$4.79B
| – | – |
-47,792
| Closed | -$1.36M |
|
787
Stifel
SF
$11.5B
| – | – |
-12,709
| Closed | -$879K |
|
788
SiriusXM
SIRI
$8.1B
| – | – |
-74,336
| Closed | -$4.07M |
|
789
Champion Homes, Inc.
SKY
$4.43B
| – | – |
-19,436
| Closed | -$1.44M |
|
790
Synopsys
SNPS
$111B
| – | – |
-11,657
| Closed | -$6M |
|
791
Sensata Technologies
ST
$4.66B
| – | – |
-115,865
| Closed | -$4.35M |
|
792
Sun Communities
SUI
$16.2B
| – | – |
-5,703
| Closed | -$762K |
|
793
Timken Company
TKR
$5.42B
| – | – |
-13,118
| Closed | -$1.05M |
|
794
Trex
TREX
$6.93B
| – | – |
-22,143
| Closed | -$1.83M |
|
795
Thomson Reuters
TRI
$78.7B
| – | – |
-53,356
| Closed | -$7.8M |
|
796
Terreno Realty
TRNO
$6.1B
| – | – |
-11,840
| Closed | -$742K |
|
797
TC Energy
TRP
$53.9B
| – | – |
-39,797
| Closed | -$1.56M |
|
798
Tradeweb Markets
TW
$25.4B
| – | – |
-59,429
| Closed | -$5.4M |
|
799
Uranium Energy
UEC
$4.96B
| – | – |
-320,925
| Closed | -$2.05M |
|
800
UFP Industries
UFPI
$6.08B
| – | – |
-13,667
| Closed | -$1.72M |
|