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 | |
|---|---|---|---|---|---|---|
826
Autodesk
ADSK
$69.5B
| – | – |
-1,560
| Closed | -$386K |
|
827
Leggett & Platt
LEG
$1.35B
| – | – |
-12,626
| Closed | -$145K |
|
828
Aecom
ACM
$16.8B
| – | – |
-22,598
| Closed | -$1.99M |
|
829
Archer Daniels Midland
ADM
$30.2B
| – | – |
-3,556
| Closed | -$215K |
|
830
Automatic Data Processing
ADP
$120B
| – | – |
-3,715
| Closed | -$887K |
|
831
Affirm
AFRM
$28.4B
| – | – |
-88,012
| Closed | -$2.66M |
|
832
American International
AIG
$43.9B
| – | – |
-95,043
| Closed | -$7.06M |
|
833
Allegro MicroSystems
ALGM
$5.66B
| – | – |
-94,425
| Closed | -$2.67M |
|
834
Allegion
ALLE
$14.8B
| – | – |
-6,110
| Closed | -$722K |
|
835
Alarm.com
ALRM
$2.84B
| – | – |
-12,063
| Closed | -$766K |
|
836
Antero Midstream
AM
$8.73B
| – | – |
-11,395
| Closed | -$168K |
|
|
ANSS
837
DELISTED
Ansys
ANSS
| – | – |
-2,479
| Closed | -$797K |
|
838
Amphenol
APH
$135B
| – | – |
-29,168
| Closed | -$1.97M |
|
839
ArcBest
ARCB
$1.72B
| – | – |
-9,272
| Closed | -$993K |
|
840
AvidXchange
AVDX
$2.06B
| – | – |
-65,310
| Closed | -$788K |
|
841
Booz Allen Hamilton
BAH
$12.6B
| – | – |
-1,809
| Closed | -$278K |
|
842
Ball Corp
BALL
$13.9B
| – | – |
-24,049
| Closed | -$1.44M |
|
843
Brunswick
BC
$4.35B
| – | – |
-7,395
| Closed | -$538K |
|
844
Bloomin' Brands
BLMN
$605M
| – | – |
-62,562
| Closed | -$1.2M |
|
845
Cable One
CABO
$922M
| – | – |
-1,991
| Closed | -$705K |
|
846
Maplebear
CART
$11.9B
| – | – |
-22,524
| Closed | -$724K |
|
847
Caterpillar
CAT
$198B
| – | – |
-2,045
| Closed | -$681K |
|
848
Chemours
CC
$2.34B
| – | – |
-103,654
| Closed | -$2.34M |
|
849
Century Communities
CCS
$2.07B
| – | – |
-6,875
| Closed | -$561K |
|
850
Cadence Design Systems
CDNS
$95.6B
| – | – |
-985
| Closed | -$303K |
|