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 | |
|---|---|---|---|---|---|---|
926
NETSCOUT
NTCT
$1.79B
| – | – |
-50,077
| Closed | -$916K |
|
927
Nucor
NUE
$33.8B
| – | – |
-97,272
| Closed | -$15.4M |
|
928
New York Times
NYT
$9.6B
| – | – |
-44,009
| Closed | -$2.25M |
|
929
Old Dominion Freight Line
ODFL
$31.7B
| – | – |
-3,516
| Closed | -$621K |
|
930
O-I Glass
OI
$1.97B
| – | – |
-21,622
| Closed | -$241K |
|
931
Oracle
ORCL
$654B
| – | – |
-4,106
| Closed | -$580K |
|
932
Otis Worldwide
OTIS
$34.1B
| – | – |
-3,992
| Closed | -$384K |
|
933
Otter Tail
OTTR
$3.52B
| – | – |
-4,310
| Closed | -$378K |
|
934
Penske Automotive Group
PAG
$12.4B
| – | – |
-2,242
| Closed | -$334K |
|
935
Par Pacific Holdings
PARR
$1.72B
| – | – |
-40,557
| Closed | -$1.02M |
|
936
Paychex
PAYX
$48.7B
| – | – |
-3,991
| Closed | -$473K |
|
937
PACCAR
PCAR
$52B
| – | – |
-3,515
| Closed | -$362K |
|
938
Paylocity
PCTY
$9.62B
| – | – |
-10,023
| Closed | -$1.32M |
|
939
Progressive
PGR
$143B
| – | – |
-2,935
| Closed | -$610K |
|
940
Parker-Hannifin
PH
$96.1B
| – | – |
-410
| Closed | -$207K |
|
941
Polaris
PII
$3.33B
| – | – |
-20,658
| Closed | -$1.62M |
|
942
Packaging Corp of America
PKG
$19.8B
| – | – |
-1,484
| Closed | -$271K |
|
943
Pool Corp
POOL
$12.4B
| – | – |
-871
| Closed | -$268K |
|
944
PPG Industries
PPG
$24.8B
| – | – |
-18,525
| Closed | -$2.33M |
|
945
PPL Corp
PPL
$26.6B
| – | – |
-41,577
| Closed | -$1.15M |
|
946
PROG Holdings
PRG
$1.4B
| – | – |
-27,121
| Closed | -$941K |
|
947
Pure Storage
PSTG
$25.9B
| – | – |
-6,759
| Closed | -$434K |
|
948
Phillips 66
PSX
$53.2B
| – | – |
-3,028
| Closed | -$427K |
|
949
Patterson-UTI
PTEN
$2.18B
| – | – |
-775,256
| Closed | -$8.03M |
|
950
Ryder
R
$7.64B
| – | – |
-1,753
| Closed | -$217K |
|