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 | |
|---|---|---|---|---|---|---|
151
H&R Block
HRB
$6.85B
| $18.4M | 0.1% |
381,030
+50,946
| +15% | +$2.46M |
|
152
BioMarin Pharmaceuticals
BMRN
$11.1B
| $18.4M | 0.1% |
190,970
+29,576
| +18% | +$2.85M |
|
153
AMN Healthcare
AMN
$799M
| $18M | 0.1% |
241,047
+26,300
| +12% | +$1.97M |
|
154
Willis Towers Watson
WTW
$32.1B
| $18M | 0.1% |
74,799
+28,046
| +60% | +$6.76M |
|
155
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $18M | 0.1% |
447,961
-77,719
| -15% | -$3.13M |
|
156
Casey's General Stores
CASY
$18.8B
| $18M | 0.1% |
65,500
-7,009
| -10% | -$1.93M |
|
|
DFS
157
DELISTED
Discover Financial Services
DFS
| $17.8M | 0.1% |
158,744
+25,136
| +19% | +$2.83M |
|
158
Bank of New York Mellon
BK
$73.1B
| $17.8M | 0.1% |
342,018
+217,358
| +174% | +$11.3M |
|
159
Apollo Global Management
APO
$75.3B
| $17.7M | 0.1% |
189,552
-15,306
| -7% | -$1.43M |
|
160
Labcorp
LH
$23.2B
| $17.6M | 0.1% |
77,617
-62,411
| -45% | -$14.2M |
|
161
ZTO Express
ZTO
$14.7B
| $17.6M | 0.1% |
825,633
-102,507
| -11% | -$2.18M |
|
162
Olin
OLN
$2.9B
| $17.4M | 0.1% |
321,891
+86,214
| +37% | +$4.65M |
|
163
Weatherford International
WFRD
$4.49B
| $17.2M | 0.1% |
175,461
+94,916
| +118% | +$9.29M |
|
164
Owens Corning
OC
$13B
| $17M | 0.1% |
114,806
+10,269
| +10% | +$1.52M |
|
165
Bentley Systems
BSY
$16.3B
| $17M | 0.1% |
325,786
+30,982
| +11% | +$1.62M |
|
166
Grand Canyon Education
LOPE
$5.74B
| $16.6M | 0.09% |
125,807
-9,747
| -7% | -$1.29M |
|
167
Monolithic Power Systems
MPWR
$41.5B
| $16.6M | 0.09% |
26,280
-8,499
| -24% | -$5.36M |
|
168
Aon
AON
$79.9B
| $16.3M | 0.09% |
55,979
+54,322
| +3,278% | +$15.8M |
|
169
Albemarle
ALB
$9.6B
| $16.3M | 0.09% |
112,669
+18,431
| +20% | +$2.66M |
|
170
AutoNation
AN
$8.55B
| $16.2M | 0.09% |
107,558
+18,278
| +20% | +$2.74M |
|
171
Sprouts Farmers Market
SFM
$13.6B
| $16.1M | 0.09% |
335,093
-38,718
| -10% | -$1.86M |
|
172
Range Resources
RRC
$8.27B
| $16.1M | 0.09% |
528,042
+148,550
| +39% | +$4.52M |
|
173
NetApp
NTAP
$23.7B
| $15.7M | 0.09% |
178,079
-33,495
| -16% | -$2.95M |
|
174
BJs Wholesale Club
BJ
$12.8B
| $15.5M | 0.09% |
232,417
-7,934
| -3% | -$529K |
|
175
Vipshop
VIPS
$8.45B
| $15.4M | 0.09% |
869,705
-123,233
| -12% | -$2.19M |
|