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 | |
|---|---|---|---|---|---|---|
276
Wingstop
WING
$8.65B
| $6.13M | 0.04% |
+33,400
| New | +$6.13M |
|
277
Globe Life
GL
$11.3B
| $6.13M | 0.04% |
55,726
-4,352
| -7% | -$479K |
|
278
Boston Beer
SAM
$2.47B
| $6.09M | 0.04% |
18,525
-5,020
| -21% | -$1.65M |
|
279
Owens Corning
OC
$13B
| $6.08M | 0.04% |
63,477
+7,124
| +13% | +$682K |
|
280
GDS Holdings
GDS
$6.35B
| $6.06M | 0.04% |
324,979
-189,831
| -37% | -$3.54M |
|
281
Neurocrine Biosciences
NBIX
$14.3B
| $5.99M | 0.04% |
+59,210
| New | +$5.99M |
|
282
Waters Corp
WAT
$18.2B
| $5.99M | 0.04% |
19,356
+2,106
| +12% | +$652K |
|
283
Humana
HUM
$37B
| $5.99M | 0.04% |
12,344
-37,016
| -75% | -$18M |
|
284
DaVita
DVA
$9.86B
| $5.98M | 0.04% |
73,749
-33,201
| -31% | -$2.69M |
|
285
CNO Financial Group
CNO
$3.85B
| $5.96M | 0.04% |
268,379
+797
| +0.3% | +$17.7K |
|
286
WEX
WEX
$5.87B
| $5.87M | 0.04% |
31,908
+12,717
| +66% | +$2.34M |
|
287
Akamai
AKAM
$11.3B
| $5.78M | 0.04% |
73,847
+26,804
| +57% | +$2.1M |
|
288
Fidelity National Information Services
FIS
$35.9B
| $5.74M | 0.04% |
105,610
-307,108
| -74% | -$16.7M |
|
289
Certara
CERT
$1.69B
| $5.7M | 0.03% |
236,586
-65,676
| -22% | -$1.58M |
|
290
Ovintiv
OVV
$10.6B
| $5.64M | 0.03% |
156,396
+94,100
| +151% | +$3.4M |
|
291
Treehouse Foods
THS
$917M
| $5.52M | 0.03% |
109,434
-16,495
| -13% | -$832K |
|
292
GSK
GSK
$81.5B
| $5.5M | 0.03% |
154,652
+21,674
| +16% | +$771K |
|
293
Primerica
PRI
$8.85B
| $5.48M | 0.03% |
+31,788
| New | +$5.48M |
|
294
Everest Group
EG
$14.3B
| $5.45M | 0.03% |
15,223
-20,295
| -57% | -$7.27M |
|
|
DQ
295
Daqo New Energy
DQ
$1.96B
| $5.41M | 0.03% |
115,602
-82,505
| -42% | -$3.86M |
|
296
iQIYI
IQ
$2.61B
| $5.38M | 0.03% |
739,444
-380,857
| -34% | -$2.77M |
|
297
Interparfums
IPAR
$3.63B
| $5.38M | 0.03% |
37,804
-439
| -1% | -$62.4K |
|
298
QuidelOrtho
QDEL
$1.95B
| $5.35M | 0.03% |
60,040
-2,497
| -4% | -$222K |
|
299
Globus Medical
GMED
$8.18B
| $5.33M | 0.03% |
94,150
+3,321
| +4% | +$188K |
|
300
Ulta Beauty
ULTA
$23.1B
| $5.32M | 0.03% |
+9,741
| New | +$5.32M |
|