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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Revvity
RVTY
$10B
| $4.89M | 0.03% |
24,333
+12,824
| +111% | +$2.58M |
|
|
WRK
302
DELISTED
WestRock Company
WRK
| $4.89M | 0.03% |
110,274
+90,426
| +456% | +$4.01M |
|
303
Doximity
DOCS
$13B
| $4.88M | 0.03% |
+97,243
| New | +$4.88M |
|
304
GoodRx Holdings
GDRX
$1.43B
| $4.87M | 0.03% |
148,934
-541,949
| -78% | -$17.7M |
|
305
Aflac
AFL
$56.9B
| $4.86M | 0.03% |
+83,217
| New | +$4.86M |
|
306
The Ensign Group
ENSG
$10B
| $4.79M | 0.03% |
57,075
+25,976
| +84% | +$2.18M |
|
|
KC
307
Kingsoft Cloud Holdings
KC
$3.86B
| $4.79M | 0.03% |
304,222
+29,956
| +11% | +$472K |
|
308
RH
RH
$4.51B
| $4.78M | 0.03% |
8,923
-1,262
| -12% | -$676K |
|
309
Regeneron Pharmaceuticals
REGN
$59.2B
| $4.76M | 0.03% |
7,535
+113
| +2% | +$71.4K |
|
310
STAAR Surgical
STAA
$1.37B
| $4.76M | 0.03% |
52,092
+8,763
| +20% | +$800K |
|
311
Evolent Health
EVH
$1.12B
| $4.71M | 0.03% |
170,345
+18,245
| +12% | +$505K |
|
312
Treehouse Foods
THS
$905M
| $4.71M | 0.03% |
116,215
+19,801
| +21% | +$803K |
|
313
Domino's
DPZ
$15.8B
| $4.71M | 0.03% |
8,340
+2,366
| +40% | +$1.34M |
|
314
TAL Education Group
TAL
$6.32B
| $4.66M | 0.03% |
1,184,417
+239,272
| +25% | +$940K |
|
315
Digital Realty Trust
DLR
$55B
| $4.65M | 0.03% |
+26,306
| New | +$4.65M |
|
316
Copart
CPRT
$47.1B
| $4.64M | 0.03% |
122,292
+95,296
| +353% | +$3.61M |
|
317
Verisk Analytics
VRSK
$38.1B
| $4.61M | 0.03% |
20,164
+14,969
| +288% | +$3.42M |
|
|
LHCG
318
DELISTED
LHC Group LLC
LHCG
| $4.6M | 0.03% |
33,484
+4,257
| +15% | +$584K |
|
|
VCRA
319
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $4.59M | 0.03% |
70,730
+9,649
| +16% | +$626K |
|
320
Corteva
CTVA
$49.5B
| $4.55M | 0.03% |
+96,288
| New | +$4.55M |
|
321
SBA Communications
SBAC
$20.5B
| $4.52M | 0.03% |
11,611
+9,376
| +420% | +$3.65M |
|
322
Merit Medical Systems
MMSI
$5.47B
| $4.48M | 0.03% |
71,868
+19,646
| +38% | +$1.22M |
|
323
Northern Trust
NTRS
$24.3B
| $4.47M | 0.03% |
37,340
-45,357
| -55% | -$5.42M |
|
324
iQIYI
IQ
$2.62B
| $4.46M | 0.03% |
976,866
+181,335
| +23% | +$827K |
|
325
Carter's
CRI
$1.05B
| $4.41M | 0.03% |
43,531
-22,344
| -34% | -$2.26M |
|