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
|
$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$161M |
| 3 |
Meta Platforms (Facebook)
META
|
$98.7M |
| 4 |
Microsoft
MSFT
|
$69.4M |
| 5 |
AbbVie
ABBV
|
$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$216M |
| 2 |
Pinduoduo
PDD
|
$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$111M |
| 4 |
Walmart
WMT
|
$108M |
| 5 |
Bank of America
BAC
|
$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
NetApp
NTAP
$23.7B
| $8.33M | 0.05% |
130,487
+78,225
| +150% | +$4.99M |
|
227
CDW
CDW
$22.2B
| $8.3M | 0.05% |
+42,601
| New | +$8.3M |
|
228
Qiagen
QGEN
$10.3B
| $8.24M | 0.05% |
169,254
+22,338
| +15% | +$1.09M |
|
229
Inspire Medical Systems
INSP
$2.56B
| $8.23M | 0.05% |
35,159
+1,531
| +5% | +$358K |
|
230
Cenovus Energy
CVE
$28.7B
| $8.15M | 0.05% |
467,492
-886,931
| -65% | -$15.5M |
|
231
APA Corp
APA
$8.14B
| $8.08M | 0.05% |
224,094
-87,280
| -28% | -$3.15M |
|
232
Teladoc Health
TDOC
$1.38B
| $8.08M | 0.05% |
311,843
-12,453
| -4% | -$323K |
|
233
ON Semiconductor
ON
$20.1B
| $8.06M | 0.05% |
97,945
+92,726
| +1,777% | +$7.63M |
|
234
Wabtec
WAB
$33B
| $8.01M | 0.05% |
79,254
+71,705
| +950% | +$7.25M |
|
235
Celsius Holdings
CELH
$15B
| $7.99M | 0.05% |
257,916
+19,563
| +8% | +$606K |
|
236
Omnicom Group
OMC
$15.4B
| $7.95M | 0.05% |
84,270
-23,668
| -22% | -$2.23M |
|
237
Lumentum
LITE
$10.4B
| $7.89M | 0.05% |
146,167
-72
| -0% | -$3.89K |
|
238
American International
AIG
$43.9B
| $7.88M | 0.05% |
156,563
-23,833
| -13% | -$1.2M |
|
|
MZTI
239
The Marzetti Company Common Stock
MZTI
$5.08B
| $7.83M | 0.05% |
38,610
-9,204
| -19% | -$1.87M |
|
240
Acadia Healthcare
ACHC
$2.19B
| $7.81M | 0.05% |
108,078
+9,555
| +10% | +$690K |
|
241
Honeywell
HON
$136B
| $7.81M | 0.05% |
40,845
-51,647
| -56% | -$9.87M |
|
242
Pultegroup
PHM
$27.7B
| $7.76M | 0.05% |
133,075
+123,314
| +1,263% | +$7.19M |
|
243
NovoCure
NVCR
$1.37B
| $7.68M | 0.05% |
127,744
-7,999
| -6% | -$481K |
|
244
Simply Good Foods
SMPL
$2.86B
| $7.66M | 0.05% |
192,492
-4,478
| -2% | -$178K |
|
245
Atkore
ATKR
$1.99B
| $7.63M | 0.05% |
+54,346
| New | +$7.63M |
|
246
Ollie's Bargain Outlet
OLLI
$8.18B
| $7.45M | 0.05% |
128,522
-3,052
| -2% | -$177K |
|
247
Ameriprise Financial
AMP
$46.1B
| $7.44M | 0.05% |
24,282
-13,794
| -36% | -$4.23M |
|
248
Coterra Energy
CTRA
$18.3B
| $7.4M | 0.05% |
301,442
-156,931
| -34% | -$3.85M |
|
249
Liberty Broadband Class C
LBRDK
$8.61B
| $7.16M | 0.04% |
87,604
-105,837
| -55% | -$8.65M |
|
250
Evolent Health
EVH
$1.11B
| $6.99M | 0.04% |
215,477
+19,542
| +10% | +$634K |
|