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 | |
|---|---|---|---|---|---|---|
776
Revvity
RVTY
$9.95B
| – | – |
-2,113
| Closed | -$222K |
|
777
Ryanair
RYAAY
$31.8B
| – | – |
-93,893
| Closed | -$4.37M |
|
778
Service Corp International
SCI
$11B
| – | – |
-6,105
| Closed | -$434K |
|
779
Schrodinger
SDGR
$1.41B
| – | – |
-87,113
| Closed | -$1.68M |
|
780
Seaboard Corp
SEB
$3.79B
| – | – |
-291
| Closed | -$920K |
|
781
Surgery Partners
SGRY
$2.84B
| – | – |
-18,938
| Closed | -$451K |
|
782
Shopify
SHOP
$190B
| – | – |
-30,566
| Closed | -$2.02M |
|
783
SI-BONE Inc
SIBN
$703M
| – | – |
-30,858
| Closed | -$399K |
|
784
Selective Insurance
SIGI
$4.84B
| – | – |
-20,576
| Closed | -$1.93M |
|
|
SII
785
Sprott
SII
$1.76B
| – | – |
-210,146
| Closed | -$8.71M |
|
786
Synopsys
SNPS
$113B
| – | – |
-468
| Closed | -$278K |
|
787
SPS Commerce
SPSC
$4.19B
| – | – |
-2,160
| Closed | -$406K |
|
788
Stem
STEM
$116M
| – | – |
-23,771
| Closed | -$528K |
|
789
Skyworks Solutions
SWKS
$11.1B
| – | – |
-13,863
| Closed | -$1.48M |
|
790
Standex International
SXI
$2.48B
| – | – |
-1,838
| Closed | -$296K |
|
791
Teck Resources
TECK
$17B
| – | – |
-325,901
| Closed | -$15.6M |
|
792
Thermo Fisher Scientific
TMO
$183B
| – | – |
-33,729
| Closed | -$18.7M |
|
793
Texas Pacific Land
TPL
$20.9B
| – | – |
-509
| Closed | -$374K |
|
794
TripAdvisor
TRIP
$2.01B
| – | – |
-109,229
| Closed | -$1.95M |
|
795
Tronox
TROX
$701M
| – | – |
-106,773
| Closed | -$1.68M |
|
796
Tractor Supply
TSCO
$31.6B
| – | – |
-324,105
| Closed | -$17.5M |
|
797
TTM Technologies
TTMI
$4.82B
| – | – |
-52,337
| Closed | -$1.02M |
|
798
Upbound Group
UPBD
$1.46B
| – | – |
-21,726
| Closed | -$667K |
|
799
United Rentals
URI
$62.1B
| – | – |
-5,644
| Closed | -$3.65M |
|
800
Viavi Solutions
VIAV
$2.59B
| – | – |
-12,733
| Closed | -$87.5K |
|