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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.33B |
| 2 |
AT&T
T
|
$118M |
| 3 |
PayPal
PYPL
|
$97M |
| 4 |
eBay
EBAY
|
$92.8M |
| 5 |
Vistra
VST
|
$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$195M |
| 2 |
Walmart
WMT
|
$187M |
| 3 |
NVIDIA
NVDA
|
$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$143M |
| 5 |
Johnson & Johnson
JNJ
|
$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Viatris
VTRS
$12.2B
| $28.6M | 0.13% |
2,293,878
+955,786
| +71% | +$11.9M |
|
|
B
127
Barrick Mining Corporation
B
$48.5B
| $28.4M | 0.13% |
1,831,458
+384,207
| +27% | +$5.96M |
|
128
Brookfield
BN
$99.5B
| $27.7M | 0.13% |
+482,873
| New | +$27.7M |
|
129
Deckers Outdoor
DECK
$17.9B
| $27.3M | 0.13% |
134,206
-136,709
| -50% | -$27.8M |
|
130
Capital One
COF
$142B
| $27.1M | 0.12% |
151,821
+64,171
| +73% | +$11.4M |
|
131
Leidos
LDOS
$23B
| $26.9M | 0.12% |
186,472
+45,912
| +33% | +$6.61M |
|
132
Steel Dynamics
STLD
$19.8B
| $26.9M | 0.12% |
235,414
+34,752
| +17% | +$3.96M |
|
133
Canadian Pacific Kansas City
CP
$70.3B
| $26.5M | 0.12% |
366,310
+348,873
| +2,001% | +$25.2M |
|
134
Suncor Energy
SU
$48.5B
| $26.2M | 0.12% |
734,710
-248,923
| -25% | -$8.88M |
|
135
Canadian National Railway
CNI
$60.3B
| $26.1M | 0.12% |
256,744
+205,024
| +396% | +$20.8M |
|
136
Ralph Lauren
RL
$18.9B
| $26M | 0.12% |
112,641
+52,714
| +88% | +$12.2M |
|
137
Workday
WDAY
$61.7B
| $25.3M | 0.12% |
98,161
+90,078
| +1,114% | +$23.2M |
|
138
Bath & Body Works
BBWI
$6.06B
| $25.3M | 0.12% |
652,002
+357,175
| +121% | +$13.8M |
|
139
Mastercard
MA
$528B
| $25.3M | 0.12% |
47,987
-5,850
| -11% | -$3.08M |
|
140
Moderna
MRNA
$9.78B
| $25.2M | 0.12% |
+605,782
| New | +$25.2M |
|
141
Unum
UNM
$12.6B
| $24.8M | 0.11% |
339,631
+113,482
| +50% | +$8.29M |
|
142
EOG Resources
EOG
$64.4B
| $23.8M | 0.11% |
194,141
-149,019
| -43% | -$18.3M |
|
143
Jazz Pharmaceuticals
JAZZ
$7.86B
| $23.6M | 0.11% |
192,035
+79,036
| +70% | +$9.73M |
|
144
Lyft
LYFT
$6.91B
| $23.6M | 0.11% |
1,827,323
+1,651,604
| +940% | +$21.3M |
|
145
PVH
PVH
$4.22B
| $23.4M | 0.11% |
221,136
+63,888
| +41% | +$6.76M |
|
146
Fidelity National Information Services
FIS
$35.9B
| $23.3M | 0.11% |
289,055
+142,126
| +97% | +$11.5M |
|
147
Intuitive Surgical
ISRG
$167B
| $23.3M | 0.11% |
44,671
-17,069
| -28% | -$8.91M |
|
148
H&R Block
HRB
$6.85B
| $23.3M | 0.11% |
440,476
+130,812
| +42% | +$6.91M |
|
149
Vertiv
VRT
$47.4B
| $23.1M | 0.11% |
203,630
-122,465
| -38% | -$13.9M |
|
150
Crocs
CROX
$4.72B
| $23.1M | 0.11% |
211,111
+121,359
| +135% | +$13.3M |
|