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 | |
|---|---|---|---|---|---|---|
876
Viavi Solutions
VIAV
$2.6B
| $87.5K | ﹤0.01% |
+12,733
| New | +$87.5K |
|
|
HPP
877
Hudson Pacific Properties
HPP
$1.16B
| $75.7K | ﹤0.01% |
15,746
-13,692
| -47% | -$65.9K |
|
878
Alcoa
AA
$8.24B
| – | – |
-8,071
| Closed | -$273K |
|
879
Agilent Technologies
A
$36.5B
| – | – |
-3,848
| Closed | -$560K |
|
880
Alkermes
ALKS
$4.94B
| – | – |
-7,400
| Closed | -$200K |
|
881
Aptiv
APTV
$17.5B
| – | – |
-9,512
| Closed | -$758K |
|
882
Alexandria Real Estate Equities
ARE
$14.5B
| – | – |
-5,297
| Closed | -$683K |
|
883
Atmus Filtration Technologies
ATMU
$3.79B
| – | – |
-7,944
| Closed | -$256K |
|
884
Birkenstock
BIRK
$9.23B
| – | – |
-58,599
| Closed | -$2.77M |
|
885
Blackstone
BX
$133B
| – | – |
-4,335
| Closed | -$569K |
|
886
Boston Properties
BXP
$12.2B
| – | – |
-6,480
| Closed | -$423K |
|
887
Chegg
CHGG
$185M
| – | – |
-166,902
| Closed | -$1.26M |
|
888
Clean Harbors
CLH
$12.7B
| – | – |
-27,230
| Closed | -$5.48M |
|
889
CenterPoint Energy
CNP
$24.7B
| – | – |
-220,772
| Closed | -$6.29M |
|
890
Charles River Laboratories
CRL
$8.07B
| – | – |
-1,100
| Closed | -$298K |
|
891
California Water Service
CWT
$2.81B
| – | – |
-4,305
| Closed | -$200K |
|
892
DuPont de Nemours
DD
$32.6B
| – | – |
-17,344
| Closed | -$1.33M |
|
893
Healthpeak Properties
DOC
$12.8B
| – | – |
-21,204
| Closed | -$398K |
|
|
DQ
894
Daqo New Energy
DQ
$1.96B
| – | – |
-30,192
| Closed | -$850K |
|
895
Devon Energy
DVN
$22.1B
| – | – |
-303,739
| Closed | -$15.2M |
|
896
Edison International
EIX
$21B
| – | – |
-5,268
| Closed | -$373K |
|
897
Eversource Energy
ES
$23.6B
| – | – |
-5,301
| Closed | -$317K |
|
898
Exact Sciences
EXAS
$10.2B
| – | – |
-5,611
| Closed | -$387K |
|
899
Fulgent Genetics
FLGT
$672M
| – | – |
-18,901
| Closed | -$410K |
|
900
Globe Life
GL
$11.3B
| – | – |
-104,212
| Closed | -$12.1M |
|