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 |
iShares Core S&P 500 ETF
IVV
|
$82.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$58.6M |
| 3 |
Merck
MRK
|
$51.7M |
| 4 |
Pinduoduo
PDD
|
$40.7M |
| 5 |
Philip Morris
PM
|
$35.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$162M |
| 2 |
Meta Platforms (Facebook)
META
|
$133M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$87.5M |
| 4 |
Eli Lilly
LLY
|
$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
United Rentals
URI
$62.7B
| $8.14M | 0.05% |
18,277
-13,467
| -42% | -$6M |
|
227
Post Holdings
POST
$5.88B
| $7.96M | 0.05% |
91,903
-4,556
| -5% | -$395K |
|
228
RELX
RELX
$85.9B
| $7.94M | 0.05% |
237,587
+30,859
| +15% | +$1.03M |
|
229
Robert Half
RHI
$3.77B
| $7.92M | 0.05% |
105,314
+93,397
| +784% | +$7.03M |
|
230
General Dynamics
GD
$86.8B
| $7.92M | 0.05% |
36,802
+8,884
| +32% | +$1.91M |
|
231
AstraZeneca
AZN
$253B
| $7.86M | 0.05% |
109,761
+12,149
| +12% | +$870K |
|
232
Shopify
SHOP
$191B
| $7.84M | 0.05% |
121,145
-20,671
| -15% | -$1.34M |
|
233
Occidental Petroleum
OXY
$45.2B
| $7.78M | 0.05% |
132,375
-93,060
| -41% | -$5.47M |
|
234
Acadia Healthcare
ACHC
$2.18B
| $7.77M | 0.05% |
97,621
-10,457
| -10% | -$833K |
|
235
Coterra Energy
CTRA
$18.3B
| $7.77M | 0.05% |
306,972
+5,530
| +2% | +$140K |
|
236
KLA
KLAC
$119B
| $7.7M | 0.05% |
+15,876
| New | +$7.7M |
|
237
F5
FFIV
$18.1B
| $7.69M | 0.05% |
52,564
+24,569
| +88% | +$3.59M |
|
238
Doximity
DOCS
$13B
| $7.44M | 0.05% |
218,728
+6,638
| +3% | +$226K |
|
239
Palantir
PLTR
$363B
| $7.43M | 0.05% |
484,348
-2,645
| -0.5% | -$40.5K |
|
240
Bunge Global
BG
$16.9B
| $7.4M | 0.05% |
78,471
+31,850
| +68% | +$3.01M |
|
241
Bright Horizons
BFAM
$6.64B
| $7.39M | 0.05% |
79,989
-2,025
| -2% | -$187K |
|
242
BorgWarner
BWA
$9.53B
| $7.33M | 0.05% |
170,303
+105,327
| +162% | +$4.53M |
|
243
Encompass Health
EHC
$12.6B
| $7.32M | 0.05% |
108,083
-11,704
| -10% | -$792K |
|
|
HZNP
244
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $7.28M | 0.04% |
70,744
-104,900
| -60% | -$10.8M |
|
245
Ameriprise Financial
AMP
$46.1B
| $7.21M | 0.04% |
21,707
-2,575
| -11% | -$855K |
|
|
MZTI
246
The Marzetti Company Common Stock
MZTI
$5.08B
| $7.17M | 0.04% |
35,676
-2,934
| -8% | -$590K |
|
247
Public Storage
PSA
$52.2B
| $7M | 0.04% |
23,991
-50,935
| -68% | -$14.9M |
|
248
Adtalem Global Education
ATGE
$4.83B
| $6.99M | 0.04% |
203,655
-14,716
| -7% | -$505K |
|
249
Owens Corning
OC
$13B
| $6.95M | 0.04% |
53,282
-10,195
| -16% | -$1.33M |
|
250
Harley-Davidson
HOG
$3.67B
| $6.91M | 0.04% |
196,275
+157,961
| +412% | +$5.56M |
|