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 |
Amazon
AMZN
|
$309M |
| 2 |
Microsoft
MSFT
|
$228M |
| 3 |
Exxon Mobil
XOM
|
$90.9M |
| 4 |
Cameco
CCJ
|
$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
$289M |
| 2 |
Eli Lilly
LLY
|
$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$151M |
| 4 |
Comcast
CMCSA
|
$88.8M |
| 5 |
Procter & Gamble
PG
|
$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Interpublic Group of Companies
IPG
$9.94B
| $288K | ﹤0.01% |
9,913
-202,003
| -95% | -$5.88M |
|
827
Air Products & Chemicals
APD
$64.5B
| $288K | ﹤0.01% |
1,115
-1,481
| -57% | -$382K |
|
828
Rambus
RMBS
$8.05B
| $287K | ﹤0.01% |
+4,889
| New | +$287K |
|
829
Steven Madden
SHOO
$2.2B
| $284K | ﹤0.01% |
6,704
-40,662
| -86% | -$1.72M |
|
830
Waste Management
WM
$88.6B
| $281K | ﹤0.01% |
+1,317
| New | +$281K |
|
831
Synopsys
SNPS
$111B
| $278K | ﹤0.01% |
+468
| New | +$278K |
|
832
Booz Allen Hamilton
BAH
$12.6B
| $278K | ﹤0.01% |
+1,809
| New | +$278K |
|
833
CNX Resources
CNX
$4.18B
| $278K | ﹤0.01% |
11,443
-301,692
| -96% | -$7.33M |
|
|
URG
834
Ur-Energy
URG
$536M
| $277K | ﹤0.01% |
+197,794
| New | +$277K |
|
835
Packaging Corp of America
PKG
$19.8B
| $271K | ﹤0.01% |
+1,484
| New | +$271K |
|
836
Pool Corp
POOL
$12.4B
| $268K | ﹤0.01% |
+871
| New | +$268K |
|
837
RLI Corp
RLI
$6.16B
| $266K | ﹤0.01% |
+3,784
| New | +$266K |
|
838
BorgWarner
BWA
$9.53B
| $265K | ﹤0.01% |
8,221
-171,318
| -95% | -$5.52M |
|
839
Cintas
CTAS
$82.4B
| $260K | ﹤0.01% |
+1,488
| New | +$260K |
|
840
Fidelity National Financial
FNF
$16.5B
| $257K | ﹤0.01% |
5,197
+480
| +10% | +$23.7K |
|
841
Markel Group
MKL
$24.2B
| $251K | ﹤0.01% |
+159
| New | +$251K |
|
842
Exelon
EXC
$43.9B
| $248K | ﹤0.01% |
7,154
-112,867
| -94% | -$3.91M |
|
843
Emerson Electric
EMR
$74.6B
| $244K | ﹤0.01% |
2,213
-1,197
| -35% | -$132K |
|
844
Fortune Brands Innovations
FBIN
$7.3B
| $242K | ﹤0.01% |
+3,725
| New | +$242K |
|
845
O-I Glass
OI
$1.97B
| $241K | ﹤0.01% |
+21,622
| New | +$241K |
|
|
ENLC
846
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $238K | ﹤0.01% |
+17,290
| New | +$238K |
|
847
Lincoln Electric
LECO
$13.5B
| $232K | ﹤0.01% |
+1,232
| New | +$232K |
|
848
SentinelOne
S
$6.25B
| $229K | ﹤0.01% |
+10,891
| New | +$229K |
|
|
ACCD
849
DELISTED
Accolade, Inc. Common Stock
ACCD
| $229K | ﹤0.01% |
63,969
-4,861
| -7% | -$17.4K |
|
850
OneMain Financial
OMF
$7.31B
| $226K | ﹤0.01% |
+4,666
| New | +$226K |
|