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 | |
|---|---|---|---|---|---|---|
176
Interactive Brokers
IBKR
$26.8B
| $15.3M | 0.09% |
740,392
+588,436
| +387% | +$12.2M |
|
177
Best Buy
BBY
$16.1B
| $15.3M | 0.09% |
195,156
+50,438
| +35% | +$3.95M |
|
178
Harley-Davidson
HOG
$3.67B
| $15.2M | 0.09% |
412,190
-31,610
| -7% | -$1.16M |
|
179
Texas Roadhouse
TXRH
$11.2B
| $15.1M | 0.08% |
123,932
-13,043
| -10% | -$1.59M |
|
180
Atkore
ATKR
$1.99B
| $15.1M | 0.08% |
94,625
+10,807
| +13% | +$1.73M |
|
181
Ovintiv
OVV
$10.6B
| $14.9M | 0.08% |
340,152
-141,792
| -29% | -$6.23M |
|
182
3M
MMM
$82.7B
| $14.9M | 0.08% |
162,572
+77,267
| +91% | +$7.06M |
|
183
Fair Isaac
FICO
$36.8B
| $14.8M | 0.08% |
12,743
-14,611
| -53% | -$17M |
|
184
Campbell Soup
CPB
$10.1B
| $14.8M | 0.08% |
342,728
+10,091
| +3% | +$436K |
|
185
Tencent Music
TME
$37.7B
| $14.8M | 0.08% |
1,640,558
-230,284
| -12% | -$2.07M |
|
186
Kenvue
KVUE
$35.7B
| $14.7M | 0.08% |
+680,923
| New | +$14.7M |
|
187
Duolingo
DUOL
$12.4B
| $14.7M | 0.08% |
64,599
-4,665
| -7% | -$1.06M |
|
188
Targa Resources
TRGP
$34.9B
| $14.6M | 0.08% |
168,527
-25,596
| -13% | -$2.22M |
|
189
Brunswick
BC
$4.35B
| $14.2M | 0.08% |
146,859
-438
| -0.3% | -$42.4K |
|
190
e.l.f. Beauty
ELF
$7.6B
| $14.2M | 0.08% |
98,158
-11,704
| -11% | -$1.69M |
|
191
F5
FFIV
$18.1B
| $14.2M | 0.08% |
79,071
-40,237
| -34% | -$7.2M |
|
192
Cognizant
CTSH
$35.1B
| $14.1M | 0.08% |
186,459
+34,550
| +23% | +$2.61M |
|
193
Louisiana-Pacific
LPX
$6.9B
| $14M | 0.08% |
198,097
-33,587
| -14% | -$2.38M |
|
194
Zoom
ZM
$25B
| $13.8M | 0.08% |
192,205
+187,906
| +4,371% | +$13.5M |
|
195
Eagle Materials
EXP
$7.86B
| $13.8M | 0.08% |
68,027
-3,715
| -5% | -$754K |
|
196
Pinterest
PINS
$25.8B
| $13.8M | 0.08% |
371,906
-61,877
| -14% | -$2.29M |
|
197
Evercore
EVR
$12.3B
| $13.8M | 0.08% |
80,412
+21,058
| +35% | +$3.6M |
|
198
Teleflex
TFX
$5.78B
| $13.7M | 0.08% |
54,751
-1,713
| -3% | -$427K |
|
199
BellRing Brands
BRBR
$4.97B
| $13.5M | 0.08% |
243,440
+7,152
| +3% | +$396K |
|
200
Baker Hughes
BKR
$44.9B
| $13.4M | 0.08% |
392,517
+31,495
| +9% | +$1.08M |
|