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
|
$118M |
| 2 |
JPMorgan Chase
JPM
|
$92.8M |
| 3 |
Bank of America
BAC
|
$64.1M |
| 4 |
Citigroup
C
|
$58.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$34.2M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$246M |
| 2 |
Johnson & Johnson
JNJ
|
$202M |
| 3 |
Coca-Cola
KO
|
$194M |
| 4 |
PepsiCo
PEP
|
$181M |
| 5 |
McDonald's
MCD
|
$141M |
Sector Composition
| 1 | Consumer Staples | 27.92% |
| 2 | Healthcare | 19.75% |
| 3 | Financials | 10.48% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Acadia Healthcare
ACHC
$2.19B
| $8.11M | 0.04% |
98,523
-39,992
| -29% | -$3.29M |
|
277
DaVita
DVA
$9.86B
| $7.99M | 0.04% |
106,950
-182,589
| -63% | -$13.6M |
|
278
Keurig Dr Pepper
KDP
$38.9B
| $7.88M | 0.04% |
221,077
+139,471
| +171% | +$4.97M |
|
279
Qiagen
QGEN
$10.3B
| $7.77M | 0.04% |
146,916
+1,599
| +1% | +$84.6K |
|
280
Boston Beer
SAM
$2.47B
| $7.76M | 0.04% |
23,545
-4,235
| -15% | -$1.4M |
|
|
ATVI
281
DELISTED
Activision Blizzard Inc.
ATVI
| $7.7M | 0.04% |
100,525
+33,528
| +50% | +$2.57M |
|
282
Teladoc Health
TDOC
$1.38B
| $7.67M | 0.04% |
324,296
-89,204
| -22% | -$2.11M |
|
|
DQ
283
Daqo New Energy
DQ
$1.96B
| $7.65M | 0.04% |
198,107
-77,228
| -28% | -$2.98M |
|
284
Lumentum
LITE
$10.4B
| $7.63M | 0.04% |
146,239
+89,865
| +159% | +$4.69M |
|
285
Warner Music
WMG
$17B
| $7.52M | 0.04% |
214,645
+192,932
| +889% | +$6.76M |
|
286
Take-Two Interactive
TTWO
$44.2B
| $7.51M | 0.04% |
72,124
-2,724
| -4% | -$284K |
|
287
Sarepta Therapeutics
SRPT
$1.96B
| $7.51M | 0.04% |
57,935
-40,473
| -41% | -$5.24M |
|
288
Simply Good Foods
SMPL
$2.86B
| $7.49M | 0.04% |
196,970
-31,581
| -14% | -$1.2M |
|
289
RELX
RELX
$85.9B
| $7.42M | 0.04% |
267,658
+80,591
| +43% | +$2.23M |
|
290
Adtalem Global Education
ATGE
$4.83B
| $7.34M | 0.04% |
206,804
-76,793
| -27% | -$2.73M |
|
291
Doximity
DOCS
$13B
| $7.3M | 0.04% |
217,641
-44,648
| -17% | -$1.5M |
|
292
Agnico Eagle Mines
AEM
$76.3B
| $7.29M | 0.04% |
+140,249
| New | +$7.29M |
|
293
Bunge Global
BG
$16.9B
| $7.27M | 0.04% |
72,917
-19,990
| -22% | -$1.99M |
|
294
Cintas
CTAS
$82.4B
| $7.27M | 0.04% |
64,396
+52,240
| +430% | +$5.9M |
|
295
Encompass Health
EHC
$12.6B
| $7.26M | 0.04% |
121,371
-37,943
| -24% | -$2.27M |
|
296
Globe Life
GL
$11.3B
| $7.24M | 0.04% |
60,078
-5,141
| -8% | -$620K |
|
297
Chegg
CHGG
$185M
| $7.23M | 0.04% |
286,155
-85,809
| -23% | -$2.17M |
|
298
M&T Bank
MTB
$31.2B
| $7.2M | 0.04% |
49,617
+12,853
| +35% | +$1.86M |
|
299
Union Pacific
UNP
$131B
| $7.05M | 0.04% |
34,056
-1,580
| -4% | -$327K |
|
300
United Therapeutics
UTHR
$18.1B
| $6.98M | 0.04% |
25,104
-19,113
| -43% | -$5.32M |
|