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 |
Eli Lilly
LLY
|
$149M |
| 2 |
NVIDIA
NVDA
|
$109M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$96.2M |
| 4 |
Comcast
CMCSA
|
$72.7M |
| 5 |
Progressive
PGR
|
$70.4M |
Top Sells
| 1 |
Costco
COST
|
$92.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$82.1M |
| 3 |
Coca-Cola
KO
|
$58.5M |
| 4 |
Broadcom
AVGO
|
$58.3M |
| 5 |
Lam Research
LRCX
|
$51M |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 20.59% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 6.67% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Allison Transmission
ALSN
$7.53B
| $22.6M | 0.13% |
388,861
+9,774
| +3% | +$568K |
|
127
Steris
STE
$24.2B
| $22.4M | 0.13% |
101,984
-22,751
| -18% | -$5M |
|
128
KE Holdings
BEKE
$22.4B
| $21.8M | 0.12% |
1,347,775
-153,126
| -10% | -$2.48M |
|
129
Snap-on
SNA
$17.1B
| $21.8M | 0.12% |
75,354
+29,993
| +66% | +$8.66M |
|
130
CSX Corp
CSX
$60.6B
| $21.4M | 0.12% |
618,338
-84,763
| -12% | -$2.94M |
|
131
Liberty Broadband Class C
LBRDK
$8.61B
| $21.4M | 0.12% |
265,860
+50,361
| +23% | +$4.06M |
|
132
Exxon Mobil
XOM
$466B
| $21.4M | 0.12% |
214,126
+210,608
| +5,987% | +$21.1M |
|
133
American Homes 4 Rent
AMH
$12.9B
| $21.4M | 0.12% |
595,129
+142,751
| +32% | +$5.13M |
|
134
Amdocs
DOX
$9.46B
| $21.4M | 0.12% |
243,046
+40,312
| +20% | +$3.54M |
|
135
APA Corp
APA
$8.14B
| $21.4M | 0.12% |
595,186
-112,240
| -16% | -$4.03M |
|
136
Aptiv
APTV
$17.5B
| $21.1M | 0.12% |
235,502
+227,083
| +2,697% | +$20.4M |
|
137
CME Group
CME
$94.4B
| $20.7M | 0.12% |
98,463
+32,660
| +50% | +$6.88M |
|
138
TransUnion
TRU
$17.5B
| $20.7M | 0.12% |
301,062
+90,105
| +43% | +$6.19M |
|
139
Prudential Financial
PRU
$37.2B
| $20.1M | 0.11% |
194,015
+34,373
| +22% | +$3.56M |
|
140
Albertsons Companies
ACI
$10.7B
| $20.1M | 0.11% |
873,722
-78,328
| -8% | -$1.8M |
|
141
Cooper Companies
COO
$13.5B
| $19.9M | 0.11% |
210,428
+142,880
| +212% | +$13.5M |
|
|
BERY
142
DELISTED
Berry Global Group, Inc.
BERY
| $19.9M | 0.11% |
321,233
+10,368
| +3% | +$642K |
|
143
Legend Biotech
LEGN
$6.66B
| $19.9M | 0.11% |
330,091
-22,000
| -6% | -$1.32M |
|
144
MarketAxess Holdings
MKTX
$7.01B
| $19.8M | 0.11% |
67,451
-54,853
| -45% | -$16.1M |
|
145
Henry Schein
HSIC
$8.42B
| $19.6M | 0.11% |
258,902
+35,548
| +16% | +$2.69M |
|
146
Chubb
CB
$111B
| $19.5M | 0.11% |
+86,289
| New | +$19.5M |
|
147
Affiliated Managers Group
AMG
$6.54B
| $19.3M | 0.11% |
127,360
+25,365
| +25% | +$3.84M |
|
148
Aflac
AFL
$57.2B
| $18.8M | 0.11% |
228,084
+76,199
| +50% | +$6.29M |
|
149
Hartford Financial Services
HIG
$37B
| $18.6M | 0.1% |
231,743
+31,016
| +15% | +$2.49M |
|
150
NRG Energy
NRG
$28.6B
| $18.5M | 0.1% |
357,929
+53,603
| +18% | +$2.77M |
|