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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
KBR
KBR
$6.44B
| – | – |
-7,850
| Closed | -$511K |
|
802
Kyndryl
KD
$7.4B
| – | – |
-169,066
| Closed | -$3.89M |
|
803
Kosmos Energy
KOS
$803M
| – | – |
-3,280,302
| Closed | -$13.2M |
|
804
Liberty Broadband Class C
LBRDK
$8.6B
| – | – |
-23,489
| Closed | -$1.82M |
|
805
Levi Strauss
LEVI
$8.91B
| – | – |
-39,509
| Closed | -$861K |
|
806
Lowe's Companies
LOW
$146B
| – | – |
-36,130
| Closed | -$9.79M |
|
807
Lattice Semiconductor
LSCC
$9.16B
| – | – |
-40,808
| Closed | -$2.17M |
|
808
Las Vegas Sands
LVS
$38B
| – | – |
-356,761
| Closed | -$18M |
|
809
Masco
MAS
$15.1B
| – | – |
-56,766
| Closed | -$4.76M |
|
810
Matsons
MATX
$3.24B
| – | – |
-6,904
| Closed | -$985K |
|
811
Pediatrix Medical
MD
$1.45B
| – | – |
-32,881
| Closed | -$381K |
|
812
MGP Ingredients
MGPI
$622M
| – | – |
-8,802
| Closed | -$733K |
|
813
MarketAxess Holdings
MKTX
$6.78B
| – | – |
-38,037
| Closed | -$9.75M |
|
814
Mueller Industries
MLI
$10.6B
| – | – |
-41,381
| Closed | -$3.07M |
|
815
MillerKnoll
MLKN
$1.41B
| – | – |
-10,706
| Closed | -$265K |
|
816
Marsh & McLennan
MMC
$101B
| – | – |
-1,132
| Closed | -$253K |
|
817
Maximus
MMS
$4.99B
| – | – |
-11,103
| Closed | -$1.03M |
|
818
Marathon Petroleum
MPC
$54.4B
| – | – |
-4,981
| Closed | -$811K |
|
819
Morgan Stanley
MS
$237B
| – | – |
-169,357
| Closed | -$17.7M |
|
820
Mine Safety
MSA
$6.62B
| – | – |
-1,726
| Closed | -$306K |
|
821
MSC Industrial Direct
MSM
$5.03B
| – | – |
-4,633
| Closed | -$399K |
|
822
Micron Technology
MU
$133B
| – | – |
-983,685
| Closed | -$102M |
|
823
Mueller Water Products
MWA
$4.07B
| – | – |
-23,740
| Closed | -$515K |
|
824
Netflix
NFLX
$521B
| – | – |
-21,396
| Closed | -$15.2M |
|
825
National Healthcare
NHC
$1.74B
| – | – |
-4,928
| Closed | -$620K |
|