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 | |
|---|---|---|---|---|---|---|
126
S&P Global
SPGI
$164B
| $26.6M | 0.15% |
51,561
-40,964
| -44% | -$21.2M |
|
127
Mondelez International
MDLZ
$79.9B
| $26.6M | 0.15% |
360,934
-1,637,116
| -82% | -$121M |
|
128
Mastercard
MA
$528B
| $26.6M | 0.15% |
53,837
-304,472
| -85% | -$150M |
|
|
XYZ
129
Block, Inc.
XYZ
$45.7B
| $26.6M | 0.15% |
395,697
+378,157
| +2,156% | +$25.4M |
|
130
VeriSign
VRSN
$26.2B
| $26.1M | 0.15% |
137,408
+55,953
| +69% | +$10.6M |
|
131
Toll Brothers
TOL
$14.2B
| $25.4M | 0.14% |
164,527
+55,629
| +51% | +$8.59M |
|
132
Steel Dynamics
STLD
$19.8B
| $25.3M | 0.14% |
200,662
+109,158
| +119% | +$13.8M |
|
133
Sysco
SYY
$39.4B
| $24.2M | 0.14% |
309,424
-172,758
| -36% | -$13.5M |
|
134
Vale
VALE
$44.4B
| $23.8M | 0.13% |
2,035,477
+1,788,205
| +723% | +$20.9M |
|
135
Ameriprise Financial
AMP
$46.1B
| $23.7M | 0.13% |
50,510
+24,968
| +98% | +$11.7M |
|
136
Adobe
ADBE
$148B
| $23.3M | 0.13% |
44,954
-17,955
| -29% | -$9.3M |
|
137
Arch Capital
ACGL
$34.1B
| $23.3M | 0.13% |
207,919
+68,072
| +49% | +$7.62M |
|
138
Fox Class A
FOXA
$27.4B
| $23.1M | 0.13% |
545,655
-104,368
| -16% | -$4.42M |
|
139
ResMed
RMD
$40.6B
| $22.9M | 0.13% |
93,897
-72,216
| -43% | -$17.6M |
|
140
Tapestry
TPR
$21.7B
| $22.9M | 0.13% |
487,776
-121,126
| -20% | -$5.69M |
|
141
Leidos
LDOS
$23B
| $22.9M | 0.13% |
140,560
+12,584
| +10% | +$2.05M |
|
142
Williams-Sonoma
WSM
$24.7B
| $22.5M | 0.13% |
145,527
+72,613
| +100% | +$11.2M |
|
143
First Solar
FSLR
$22B
| $22.4M | 0.13% |
89,989
+88,352
| +5,397% | +$22M |
|
144
TransUnion
TRU
$17.5B
| $22.4M | 0.13% |
213,822
-253,083
| -54% | -$26.5M |
|
145
United Therapeutics
UTHR
$18.1B
| $22.1M | 0.13% |
61,755
+49,003
| +384% | +$17.6M |
|
146
Uranium Energy
UEC
$4.96B
| $21.9M | 0.12% |
3,534,536
-501,790
| -12% | -$3.12M |
|
147
Amdocs
DOX
$9.46B
| $21.8M | 0.12% |
248,744
-26,096
| -9% | -$2.28M |
|
148
DexCom
DXCM
$31.6B
| $21.4M | 0.12% |
319,629
-27,695
| -8% | -$1.86M |
|
149
Stryker
SYK
$150B
| $21.4M | 0.12% |
59,238
-247,566
| -81% | -$89.4M |
|
150
Spotify
SPOT
$146B
| $21.2M | 0.12% |
57,413
-72,050
| -56% | -$26.6M |
|