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 | |
|---|---|---|---|---|---|---|
901
Ingredion
INGR
$8.24B
| – | – |
-17,413
| Closed | -$2M |
|
902
Intuit
INTU
$188B
| – | – |
-1,408
| Closed | -$925K |
|
903
IQVIA
IQV
$31.9B
| – | – |
-968
| Closed | -$205K |
|
904
Gartner
IT
$18.6B
| – | – |
-3,342
| Closed | -$1.5M |
|
905
Illinois Tool Works
ITW
$77.6B
| – | – |
-1,459
| Closed | -$346K |
|
906
Invesco
IVZ
$9.81B
| – | – |
-39,616
| Closed | -$593K |
|
907
Keysight
KEYS
$28.9B
| – | – |
-4,661
| Closed | -$637K |
|
908
Kohl's
KSS
$1.86B
| – | – |
-13,105
| Closed | -$301K |
|
909
Lincoln Electric
LECO
$13.5B
| – | – |
-1,232
| Closed | -$232K |
|
910
L3Harris
LHX
$51B
| – | – |
-32,418
| Closed | -$7.28M |
|
911
Lockheed Martin
LMT
$108B
| – | – |
-21,146
| Closed | -$9.88M |
|
912
Landstar System
LSTR
$4.58B
| – | – |
-1,174
| Closed | -$217K |
|
913
La-Z-Boy
LZB
$1.49B
| – | – |
-48,689
| Closed | -$1.82M |
|
914
Manhattan Associates
MANH
$13B
| – | – |
-2,123
| Closed | -$524K |
|
915
Microchip Technology
MCHP
$35.6B
| – | – |
-9,668
| Closed | -$885K |
|
916
Moody's
MCO
$89.5B
| – | – |
-8,878
| Closed | -$3.74M |
|
917
Markel Group
MKL
$24.2B
| – | – |
-159
| Closed | -$251K |
|
918
Montauk Renewables
MNTK
$294M
| – | – |
-166,700
| Closed | -$950K |
|
919
Moderna
MRNA
$9.78B
| – | – |
-15,309
| Closed | -$1.82M |
|
920
Meritage Homes
MTH
$5.89B
| – | – |
-5,070
| Closed | -$410K |
|
921
MYR Group
MYRG
$2.79B
| – | – |
-8,963
| Closed | -$1.22M |
|
922
nCino
NCNO
$3.52B
| – | – |
-30,390
| Closed | -$956K |
|
923
Ingevity
NGVT
$2.18B
| – | – |
-19,035
| Closed | -$832K |
|
924
Nike
NKE
$109B
| – | – |
-43,476
| Closed | -$3.28M |
|
925
Insperity
NSP
$2.03B
| – | – |
-3,484
| Closed | -$318K |
|