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 | |
|---|---|---|---|---|---|---|
801
Thomson Reuters
TRI
$80.6B
| – | – |
-53,356
| Closed | -$7.8M |
|
802
Terreno Realty
TRNO
$5.98B
| – | – |
-11,840
| Closed | -$742K |
|
803
TC Energy
TRP
$53.4B
| – | – |
-39,797
| Closed | -$1.56M |
|
804
Tradeweb Markets
TW
$26.3B
| – | – |
-59,429
| Closed | -$5.4M |
|
805
Uranium Energy
UEC
$5.01B
| – | – |
-320,925
| Closed | -$2.05M |
|
806
UFP Industries
UFPI
$6.01B
| – | – |
-13,667
| Closed | -$1.72M |
|
807
United Rentals
URI
$62.1B
| – | – |
-2,660
| Closed | -$1.53M |
|
808
US Foods
USFD
$17.6B
| – | – |
-22,463
| Closed | -$1.02M |
|
809
VICI Properties
VICI
$35.7B
| – | – |
-19,635
| Closed | -$626K |
|
810
Vornado Realty Trust
VNO
$7.66B
| – | – |
-39,449
| Closed | -$1.11M |
|
811
Welltower
WELL
$112B
| – | – |
-142,217
| Closed | -$12.8M |
|
812
Wyndham Hotels & Resorts
WH
$6.58B
| – | – |
-19,513
| Closed | -$1.57M |
|
813
Advanced Drainage Systems
WMS
$11.2B
| – | – |
-13,917
| Closed | -$1.96M |
|
814
W.P. Carey
WPC
$14.7B
| – | – |
-22,329
| Closed | -$1.45M |
|