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 | |
|---|---|---|---|---|---|---|
101
Universal Health Services
UHS
$11.5B
| $33.7M | 0.19% |
147,032
+25,266
| +21% | +$5.79M |
|
102
Labcorp
LH
$22.7B
| $33.5M | 0.19% |
149,878
-57,632
| -28% | -$12.9M |
|
103
Zillow
Z
$20.1B
| $33.4M | 0.19% |
523,772
+424,615
| +428% | +$27.1M |
|
104
Kimberly-Clark
KMB
$42.4B
| $33.4M | 0.19% |
234,847
-257,529
| -52% | -$36.6M |
|
105
Prudential Financial
PRU
$37.5B
| $33.2M | 0.19% |
273,890
-85,593
| -24% | -$10.4M |
|
106
Vertiv
VRT
$47.4B
| $32.4M | 0.18% |
326,095
+278,874
| +591% | +$27.7M |
|
107
Carlisle Companies
CSL
$16.1B
| $32.3M | 0.18% |
71,927
+31,470
| +78% | +$14.2M |
|
108
Elevance Health
ELV
$71.9B
| $32.3M | 0.18% |
62,049
+20,463
| +49% | +$10.6M |
|
109
CoStar Group
CSGP
$37.4B
| $31.9M | 0.18% |
423,073
+81,054
| +24% | +$6.11M |
|
110
Electronic Arts
EA
$42.3B
| $31.9M | 0.18% |
222,258
-201,642
| -48% | -$28.9M |
|
111
Hartford Financial Services
HIG
$37.3B
| $31.6M | 0.18% |
268,947
+555
| +0.2% | +$65.3K |
|
112
Bristol-Myers Squibb
BMY
$97B
| $31.6M | 0.18% |
610,358
+55,364
| +10% | +$2.86M |
|
113
Coterra Energy
CTRA
$18.5B
| $31M | 0.18% |
1,296,246
+358,382
| +38% | +$8.58M |
|
114
BP
BP
$89.1B
| $30.8M | 0.17% |
980,275
+370,480
| +61% | +$11.6M |
|
115
D.R. Horton
DHI
$51.3B
| $30.4M | 0.17% |
159,346
-43,278
| -21% | -$8.26M |
|
116
Intuitive Surgical
ISRG
$165B
| $30.3M | 0.17% |
61,740
-41,839
| -40% | -$20.6M |
|
117
Boston Scientific
BSX
$159B
| $29.9M | 0.17% |
356,764
-815,182
| -70% | -$68.3M |
|
|
B
118
Barrick Mining Corporation
B
$46.5B
| $28.8M | 0.16% |
1,447,251
+771,857
| +114% | +$15.4M |
|
119
AT&T
T
$206B
| $28.4M | 0.16% |
1,289,648
+355,527
| +38% | +$7.82M |
|
120
Bentley Systems
BSY
$16.5B
| $28.3M | 0.16% |
556,684
+33,344
| +6% | +$1.69M |
|
121
Monster Beverage
MNST
$61.8B
| $28.2M | 0.16% |
541,346
-257,962
| -32% | -$13.5M |
|
122
Sea Limited
SE
$106B
| $28.1M | 0.16% |
298,384
+242,169
| +431% | +$22.8M |
|
123
General Mills
GIS
$26.4B
| $27.4M | 0.16% |
371,507
-531,007
| -59% | -$39.2M |
|
124
PG&E
PCG
$33.5B
| $27.1M | 0.15% |
1,372,691
-67,323
| -5% | -$1.33M |
|
125
British American Tobacco
BTI
$120B
| $27.1M | 0.15% |
+741,344
| New | +$27.1M |
|