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 |
Broadcom
AVGO
|
$161M |
| 3 |
Constellation Energy
CEG
|
$149M |
| 4 |
Apple
AAPL
|
$131M |
| 5 |
Qualcomm
QCOM
|
$129M |
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 | |
|---|---|---|---|---|---|---|
76
DoorDash
DASH
$107B
| $43.2M | 0.24% |
302,506
-377,704
| -56% | -$53.9M |
|
77
EOG Resources
EOG
$66.5B
| $42.2M | 0.24% |
343,160
+312,064
| +1,004% | +$38.4M |
|
78
Corpay
CPAY
$22.2B
| $41.9M | 0.24% |
134,084
-4,243
| -3% | -$1.33M |
|
79
Manulife Financial
MFC
$51.9B
| $41.6M | 0.24% |
1,404,481
+883,624
| +170% | +$26.1M |
|
80
T-Mobile US
TMUS
$285B
| $41.2M | 0.23% |
199,579
-3,324
| -2% | -$686K |
|
81
AbbVie
ABBV
$376B
| $40.4M | 0.23% |
204,572
-83,953
| -29% | -$16.6M |
|
82
Willis Towers Watson
WTW
$31.8B
| $39.8M | 0.23% |
135,001
+25,936
| +24% | +$7.64M |
|
83
GSK
GSK
$79.7B
| $39.5M | 0.22% |
965,836
+500,010
| +107% | +$20.4M |
|
84
MetLife
MET
$53.3B
| $39.3M | 0.22% |
476,686
+65,811
| +16% | +$5.43M |
|
85
GE Aerospace
GE
$293B
| $38.8M | 0.22% |
205,615
-9,523
| -4% | -$1.8M |
|
86
Newmont
NEM
$84B
| $38M | 0.22% |
711,591
+676,838
| +1,948% | +$36.2M |
|
87
lululemon athletica
LULU
$23.8B
| $38M | 0.22% |
140,033
+35,357
| +34% | +$9.59M |
|
88
GoDaddy
GDDY
$19.6B
| $37.4M | 0.21% |
238,856
-13,407
| -5% | -$2.1M |
|
89
Bank of New York Mellon
BK
$73.9B
| $37.4M | 0.21% |
520,921
+118,792
| +30% | +$8.54M |
|
90
iShares MSCI China ETF
MCHI
$7.89B
| $37.3M | 0.21% |
732,513
-17,945
| -2% | -$914K |
|
91
Suncor Energy
SU
$49.1B
| $36.3M | 0.21% |
983,633
+522,635
| +113% | +$19.3M |
|
92
Lennar Class A
LEN
$34.5B
| $36.1M | 0.2% |
192,363
-119,027
| -38% | -$22.3M |
|
93
Global X Uranium ETF
URA
$4.25B
| $35.8M | 0.2% |
1,249,576
-176,689
| -12% | -$5.06M |
|
94
Starbucks
SBUX
$99.1B
| $35.7M | 0.2% |
366,307
-1,000,348
| -73% | -$97.5M |
|
95
Centene
CNC
$14.6B
| $35.2M | 0.2% |
467,245
+23,241
| +5% | +$1.75M |
|
96
Kroger
KR
$44.8B
| $35M | 0.2% |
610,776
-666,011
| -52% | -$38.2M |
|
97
Trip.com Group
TCOM
$46.5B
| $35M | 0.2% |
588,260
-7,966
| -1% | -$473K |
|
98
iShares China Large-Cap ETF
FXI
$6.64B
| $34.9M | 0.2% |
1,097,658
-28,620
| -3% | -$910K |
|
99
Applovin
APP
$167B
| $34.7M | 0.2% |
265,590
+204,943
| +338% | +$26.8M |
|
100
Cenovus Energy
CVE
$29.6B
| $34M | 0.19% |
+2,030,336
| New | +$34M |
|