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 MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
AstraZeneca
AZN
$253B
| $7.71M | 0.05% |
113,809
+4,048
| +4% | +$274K |
|
277
Hewlett Packard
HPE
$31B
| $7.64M | 0.05% |
439,898
+240,956
| +121% | +$4.19M |
|
278
Canadian National Railway
CNI
$60.3B
| $7.63M | 0.05% |
70,122
-5,468
| -7% | -$595K |
|
279
CNO Financial Group
CNO
$3.85B
| $7.62M | 0.05% |
321,288
+60,678
| +23% | +$1.44M |
|
280
Etsy
ETSY
$5.36B
| $7.6M | 0.05% |
117,619
+63,430
| +117% | +$4.1M |
|
281
Arista Networks
ANET
$180B
| $7.58M | 0.05% |
164,796
-107,836
| -40% | -$4.96M |
|
282
Ventas
VTR
$30.9B
| $7.49M | 0.05% |
177,821
-299,450
| -63% | -$12.6M |
|
283
Amgen
AMGN
$153B
| $7.45M | 0.05% |
27,725
-138,503
| -83% | -$37.2M |
|
284
Darling Ingredients
DAR
$5.07B
| $7.44M | 0.04% |
142,466
+130,506
| +1,091% | +$6.81M |
|
285
Patterson-UTI
PTEN
$2.18B
| $7.38M | 0.04% |
533,227
+373,597
| +234% | +$5.17M |
|
286
Carlisle Companies
CSL
$16.9B
| $7.38M | 0.04% |
28,451
+3,122
| +12% | +$809K |
|
287
Weatherford International
WFRD
$4.49B
| $7.28M | 0.04% |
+80,545
| New | +$7.28M |
|
288
Element Solutions
ESI
$6.33B
| $7.26M | 0.04% |
370,417
+267,166
| +259% | +$5.24M |
|
289
Chemours
CC
$2.34B
| $7.26M | 0.04% |
258,935
+189,456
| +273% | +$5.31M |
|
290
Canadian Pacific Kansas City
CP
$70.3B
| $7.22M | 0.04% |
96,730
-7,050
| -7% | -$526K |
|
291
Assurant
AIZ
$10.7B
| $7.07M | 0.04% |
49,261
-4,527
| -8% | -$650K |
|
292
Globus Medical
GMED
$8.18B
| $7.04M | 0.04% |
141,736
+56,425
| +66% | +$2.8M |
|
293
United Parks & Resorts
PRKS
$2.99B
| $7M | 0.04% |
151,372
+129,168
| +582% | +$5.97M |
|
294
Inspire Medical Systems
INSP
$2.56B
| $6.99M | 0.04% |
35,201
+3,636
| +12% | +$722K |
|
295
Everest Group
EG
$14.3B
| $6.97M | 0.04% |
18,740
+3,580
| +24% | +$1.33M |
|
296
NewMarket
NEU
$7.64B
| $6.91M | 0.04% |
15,194
+4,098
| +37% | +$1.86M |
|
297
Herbalife
HLF
$1.02B
| $6.88M | 0.04% |
491,815
+90,378
| +23% | +$1.26M |
|
298
NETSCOUT
NTCT
$1.79B
| $6.85M | 0.04% |
244,491
+211,001
| +630% | +$5.91M |
|
299
Mohawk Industries
MHK
$8.65B
| $6.83M | 0.04% |
79,628
+75,960
| +2,071% | +$6.52M |
|
300
Cleveland-Cliffs
CLF
$5.63B
| $6.77M | 0.04% |
433,360
+319,211
| +280% | +$4.99M |
|