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 | |
|---|---|---|---|---|---|---|
851
CDW
CDW
$22.2B
| – | – |
-1,335
| Closed | -$299K |
|
852
Celanese
CE
$5.34B
| – | – |
-1,511
| Closed | -$204K |
|
853
Cleveland-Cliffs
CLF
$5.63B
| – | – |
-463,836
| Closed | -$7.14M |
|
854
Commercial Metals
CMC
$6.63B
| – | – |
-35,597
| Closed | -$1.96M |
|
855
Cummins
CMI
$55.1B
| – | – |
-1,148
| Closed | -$318K |
|
856
Cimpress
CMPR
$1.54B
| – | – |
-16,163
| Closed | -$1.42M |
|
857
CNX Resources
CNX
$4.18B
| – | – |
-11,443
| Closed | -$278K |
|
858
Copart
CPRT
$47B
| – | – |
-8,036
| Closed | -$435K |
|
859
CrowdStrike
CRWD
$105B
| – | – |
-7,140
| Closed | -$2.74M |
|
860
Cintas
CTAS
$82.4B
| – | – |
-1,488
| Closed | -$260K |
|
861
CTS Corp
CTS
$1.25B
| – | – |
-5,759
| Closed | -$292K |
|
862
Clearway Energy Class C
CWEN
$3.38B
| – | – |
-9,093
| Closed | -$225K |
|
863
Deere & Co
DE
$128B
| – | – |
-812
| Closed | -$303K |
|
864
Dell
DELL
$84.4B
| – | – |
-34,720
| Closed | -$4.79M |
|
865
HF Sinclair
DINO
$9.56B
| – | – |
-16,772
| Closed | -$895K |
|
866
Walt Disney
DIS
$212B
| – | – |
-195,086
| Closed | -$19.4M |
|
867
DNOW Inc
DNOW
$1.67B
| – | – |
-12,125
| Closed | -$166K |
|
868
DigitalOcean
DOCN
$2.98B
| – | – |
-57,057
| Closed | -$1.98M |
|
869
Dycom Industries
DY
$7.19B
| – | – |
-3,157
| Closed | -$533K |
|
870
Equifax
EFX
$30.8B
| – | – |
-4,130
| Closed | -$1M |
|
871
Emerson Electric
EMR
$74.6B
| – | – |
-2,213
| Closed | -$244K |
|
872
Enphase Energy
ENPH
$5.18B
| – | – |
-79,432
| Closed | -$7.92M |
|
873
Edgewell Personal Care
EPC
$1.09B
| – | – |
-24,850
| Closed | -$999K |
|
874
EQT Corp
EQT
$32.2B
| – | – |
-36,859
| Closed | -$1.36M |
|
875
Exelon
EXC
$43.9B
| – | – |
-7,154
| Closed | -$248K |
|