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 | |
|---|---|---|---|---|---|---|
201
SLM Corp
SLM
$6.49B
| $14.9M | 0.08% |
683,315
+327,954
| +92% | +$7.15M |
|
202
Leidos
LDOS
$23B
| $14.9M | 0.08% |
113,506
+99,699
| +722% | +$13.1M |
|
203
Weatherford International
WFRD
$4.49B
| $14.8M | 0.07% |
128,288
-47,173
| -27% | -$5.44M |
|
204
F5
FFIV
$18.1B
| $14.3M | 0.07% |
75,641
-3,430
| -4% | -$650K |
|
205
Masco
MAS
$15.9B
| $14.3M | 0.07% |
181,325
-2,336
| -1% | -$184K |
|
206
Albertsons Companies
ACI
$10.7B
| $14.3M | 0.07% |
664,948
-208,774
| -24% | -$4.48M |
|
207
TJX Companies
TJX
$155B
| $14.2M | 0.07% |
139,788
+59,857
| +75% | +$6.07M |
|
208
Evercore
EVR
$12.3B
| $14.2M | 0.07% |
73,509
-6,903
| -9% | -$1.33M |
|
209
NexGen Energy
NXE
$4.46B
| $13.9M | 0.07% |
+1,784,541
| New | +$13.9M |
|
210
Steel Dynamics
STLD
$19.8B
| $13.8M | 0.07% |
93,055
-2,386
| -2% | -$354K |
|
211
AutoNation
AN
$8.55B
| $13.7M | 0.07% |
82,468
-25,090
| -23% | -$4.15M |
|
212
AMN Healthcare
AMN
$799M
| $13.5M | 0.07% |
215,496
-25,551
| -11% | -$1.6M |
|
213
Teck Resources
TECK
$16.8B
| $13.4M | 0.07% |
292,831
+252,533
| +627% | +$11.6M |
|
214
Agnico Eagle Mines
AEM
$76.3B
| $13.2M | 0.07% |
+221,913
| New | +$13.2M |
|
215
Jazz Pharmaceuticals
JAZZ
$7.86B
| $13.2M | 0.07% |
109,791
+19,375
| +21% | +$2.33M |
|
216
Adtalem Global Education
ATGE
$4.83B
| $13.2M | 0.07% |
257,127
+30,336
| +13% | +$1.56M |
|
217
Ulta Beauty
ULTA
$23.1B
| $13.2M | 0.07% |
25,157
+21,578
| +603% | +$11.3M |
|
|
ERF
218
DELISTED
Enerplus Corporation
ERF
| $13M | 0.07% |
660,715
+203,709
| +45% | +$4M |
|
219
Brunswick
BC
$4.35B
| $12.9M | 0.07% |
133,567
-13,292
| -9% | -$1.28M |
|
220
Duolingo
DUOL
$12.4B
| $12.7M | 0.06% |
57,650
-6,949
| -11% | -$1.53M |
|
221
BellRing Brands
BRBR
$4.97B
| $12.5M | 0.06% |
212,487
-30,953
| -13% | -$1.83M |
|
222
Acuity Brands
AYI
$10.4B
| $12.5M | 0.06% |
46,626
-14,104
| -23% | -$3.79M |
|
223
DXC Technology
DXC
$2.65B
| $12.5M | 0.06% |
587,225
+144,829
| +33% | +$3.07M |
|
224
Valero Energy
VLO
$48.7B
| $12.4M | 0.06% |
72,822
+35,597
| +96% | +$6.08M |
|
225
Baxter International
BAX
$12.5B
| $12.2M | 0.06% |
285,048
-341,375
| -54% | -$14.6M |
|