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 | |
|---|---|---|---|---|---|---|
926
Palo Alto Networks
PANW
$130B
| – | – |
-3,542
| Closed | -$503K |
|
927
PNC Financial Services
PNC
$80.5B
| – | – |
-11,421
| Closed | -$1.85M |
|
928
Parsons
PSN
$8.08B
| – | – |
-3,989
| Closed | -$331K |
|
929
Range Resources
RRC
$8.27B
| – | – |
-326,882
| Closed | -$11.3M |
|
930
Sunrun
RUN
$4.19B
| – | – |
-13,839
| Closed | -$182K |
|
931
Charles Schwab
SCHW
$167B
| – | – |
-26,150
| Closed | -$1.89M |
|
932
The Beauty Health Co
SKIN
$260M
| – | – |
-188,504
| Closed | -$837K |
|
933
Sarepta Therapeutics
SRPT
$1.96B
| – | – |
-23,222
| Closed | -$3.01M |
|
934
StoneCo
STNE
$4.63B
| – | – |
-199,491
| Closed | -$3.31M |
|
935
Synchrony
SYF
$28.1B
| – | – |
-142,044
| Closed | -$6.12M |
|
936
Bio-Techne
TECH
$8.46B
| – | – |
-4,082
| Closed | -$287K |
|
937
Truist Financial
TFC
$60B
| – | – |
-90,614
| Closed | -$3.53M |
|
938
Millicom
TIGO
$7.88B
| – | – |
-10,055
| Closed | -$203K |
|
939
Treace Medical Concepts
TMCI
$453M
| – | – |
-36,698
| Closed | -$479K |
|
940
Tootsie Roll Industries
TR
$2.97B
| – | – |
-60,543
| Closed | -$1.88M |
|
941
United Airlines
UAL
$34.5B
| – | – |
-54,776
| Closed | -$2.62M |
|
942
UDR
UDR
$13B
| – | – |
-5,668
| Closed | -$212K |
|
943
Weibo
WB
$2.87B
| – | – |
-36,181
| Closed | -$329K |
|
944
Warner Bros
WBD
$30B
| – | – |
-384,506
| Closed | -$3.36M |
|
945
West Pharmaceutical
WST
$18B
| – | – |
-1,292
| Closed | -$511K |
|
|
X
946
DELISTED
US Steel
X
| – | – |
-24,861
| Closed | -$1.01M |
|
947
Amer Sports
AS
$20.3B
| – | – |
-153,546
| Closed | -$2.5M |
|
|
EXE
948
Expand Energy Corporation Common Stock
EXE
$22.7B
| – | – |
-57,804
| Closed | -$5.13M |
|
|
JOYY
949
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| – | – |
-19,306
| Closed | -$594K |
|
|
NVRO
950
DELISTED
NEVRO CORP.
NVRO
| – | – |
-32,926
| Closed | -$475K |
|