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 | |
|---|---|---|---|---|---|---|
876
Expeditors International
EXPD
$16.4B
| – | – |
-3,137
| Closed | -$391K |
|
877
Fortune Brands Innovations
FBIN
$7.3B
| – | – |
-3,725
| Closed | -$242K |
|
878
Fluence Energy
FLNC
$989M
| – | – |
-275,949
| Closed | -$4.78M |
|
879
Shift4
FOUR
$6.01B
| – | – |
-13,763
| Closed | -$1.01M |
|
880
General Dynamics
GD
$86.8B
| – | – |
-1,406
| Closed | -$408K |
|
881
Greif
GEF
$3.57B
| – | – |
-12,875
| Closed | -$740K |
|
882
Griffon
GFF
$3.79B
| – | – |
-5,160
| Closed | -$330K |
|
883
Globant
GLOB
$2.78B
| – | – |
-7,211
| Closed | -$1.29M |
|
884
Genworth Financial
GNW
$3.52B
| – | – |
-58,060
| Closed | -$351K |
|
885
Genuine Parts
GPC
$19.4B
| – | – |
-2,613
| Closed | -$361K |
|
886
Grab
GRAB
$21B
| – | – |
-241,022
| Closed | -$856K |
|
887
GitLab
GTLB
$7.63B
| – | – |
-23,687
| Closed | -$1.18M |
|
888
W.W. Grainger
GWW
$47.5B
| – | – |
-553
| Closed | -$499K |
|
889
Hain Celestial
HAIN
$164M
| – | – |
-21,433
| Closed | -$148K |
|
890
Hanesbrands
HBI
$2.27B
| – | – |
-35,592
| Closed | -$175K |
|
891
Home Depot
HD
$417B
| – | – |
-1,167
| Closed | -$402K |
|
892
Hilton Grand Vacations
HGV
$4.15B
| – | – |
-55,578
| Closed | -$2.25M |
|
893
Huntington Ingalls Industries
HII
$10.6B
| – | – |
-6,174
| Closed | -$1.52M |
|
894
Haleon
HLN
$43.9B
| – | – |
-189,557
| Closed | -$1.57M |
|
895
Helix Energy Solutions
HLX
$933M
| – | – |
-90,842
| Closed | -$1.08M |
|
896
IBM
IBM
$232B
| – | – |
-2,332
| Closed | -$403K |
|
897
Installed Building Products
IBP
$7.44B
| – | – |
-11,152
| Closed | -$2.29M |
|
898
IDEX
IEX
$12.4B
| – | – |
-1,481
| Closed | -$298K |
|
|
BRSL
899
Brightstar Lottery PLC
BRSL
$3.18B
| – | – |
-35,230
| Closed | -$721K |
|
900
Informatica
INFA
$7.55B
| – | – |
-97,950
| Closed | -$3.02M |
|