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 |
Alphabet (Google) Class A
GOOGL
|
$502M |
| 2 |
NVIDIA
NVDA
|
$394M |
| 3 |
Apple
AAPL
|
$316M |
| 4 |
Amazon
AMZN
|
$189M |
| 5 |
Microsoft
MSFT
|
$161M |
Top Sells
| 1 |
Costco
COST
|
$112M |
| 2 |
Coca-Cola
KO
|
$105M |
| 3 |
Pinduoduo
PDD
|
$104M |
| 4 |
Cisco
CSCO
|
$90M |
| 5 |
Procter & Gamble
PG
|
$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
e.l.f. Beauty
ELF
$7.6B
| $17.2M | 0.09% |
87,656
-10,502
| -11% | -$2.06M |
|
177
Ovintiv
OVV
$10.6B
| $17M | 0.09% |
327,498
-12,654
| -4% | -$657K |
|
178
H&R Block
HRB
$6.85B
| $17M | 0.09% |
345,707
-35,323
| -9% | -$1.73M |
|
179
Hershey
HSY
$37.6B
| $16.9M | 0.09% |
86,953
-137,929
| -61% | -$26.8M |
|
180
Aon
AON
$79.9B
| $16.8M | 0.09% |
50,490
-5,489
| -10% | -$1.83M |
|
181
Texas Roadhouse
TXRH
$11.2B
| $16.7M | 0.08% |
107,827
-16,105
| -13% | -$2.49M |
|
182
Amkor Technology
AMKR
$6.09B
| $16.4M | 0.08% |
509,402
+418,444
| +460% | +$13.5M |
|
183
Simpson Manufacturing
SSD
$8.15B
| $16.4M | 0.08% |
79,873
+49,423
| +162% | +$10.1M |
|
184
CSX Corp
CSX
$60.6B
| $16.4M | 0.08% |
441,677
-176,661
| -29% | -$6.55M |
|
185
Broadcom
AVGO
$1.58T
| $16.4M | 0.08% |
123,460
+105,560
| +590% | +$14M |
|
186
Olin
OLN
$2.9B
| $16.3M | 0.08% |
277,701
-44,190
| -14% | -$2.6M |
|
187
Lyft
LYFT
$6.91B
| $16.3M | 0.08% |
840,807
+716,367
| +576% | +$13.9M |
|
188
Eagle Materials
EXP
$7.86B
| $16.2M | 0.08% |
59,435
-8,592
| -13% | -$2.33M |
|
189
Grand Canyon Education
LOPE
$5.74B
| $16.1M | 0.08% |
118,312
-7,495
| -6% | -$1.02M |
|
190
EOG Resources
EOG
$64.4B
| $15.8M | 0.08% |
123,360
+16,061
| +15% | +$2.05M |
|
191
BJs Wholesale Club
BJ
$12.8B
| $15.4M | 0.08% |
204,042
-28,375
| -12% | -$2.15M |
|
|
B
192
Barrick Mining Corporation
B
$48.5B
| $15.4M | 0.08% |
925,789
+873,117
| +1,658% | +$14.5M |
|
193
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $15.4M | 0.08% |
374,754
-73,207
| -16% | -$3.01M |
|
194
Canadian Natural Resources
CNQ
$63.2B
| $15.3M | 0.08% |
401,918
+71,030
| +21% | +$2.71M |
|
195
Crocs
CROX
$4.72B
| $15.3M | 0.08% |
106,098
-6,985
| -6% | -$1M |
|
196
Devon Energy
DVN
$22.1B
| $15.2M | 0.08% |
+303,739
| New | +$15.2M |
|
197
Arrow Electronics
ARW
$6.57B
| $15.2M | 0.08% |
117,519
+25,762
| +28% | +$3.34M |
|
198
Hilton Worldwide
HLT
$64B
| $15.1M | 0.08% |
+70,934
| New | +$15.1M |
|
199
Cooper Companies
COO
$13.5B
| $15.1M | 0.08% |
148,411
-62,017
| -29% | -$6.29M |
|
200
Cameco
CCJ
$33B
| $15M | 0.08% |
346,953
+94,246
| +37% | +$4.08M |
|