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 | |
|---|---|---|---|---|---|---|
301
Fiserv
FI
$73.4B
| $5.27M | 0.03% |
46,645
-137,912
| -75% | -$15.6M |
|
302
Coca-Cola Consolidated
COKE
$10.5B
| $5.24M | 0.03% |
97,950
-850
| -0.9% | -$45.5K |
|
303
Four Corners Property Trust
FCPT
$2.73B
| $5.2M | 0.03% |
+193,658
| New | +$5.2M |
|
304
Integra LifeSciences
IART
$1.25B
| $5.17M | 0.03% |
90,088
+4,051
| +5% | +$233K |
|
305
Gentex
GNTX
$6.25B
| $5.13M | 0.03% |
183,098
+56,634
| +45% | +$1.59M |
|
306
Haemonetics
HAE
$2.62B
| $5.1M | 0.03% |
61,629
+2,102
| +4% | +$174K |
|
307
Carlisle Companies
CSL
$16.9B
| $5.09M | 0.03% |
22,527
+19,564
| +660% | +$4.42M |
|
|
ATVI
308
DELISTED
Activision Blizzard Inc.
ATVI
| $4.99M | 0.03% |
58,335
-42,190
| -42% | -$3.61M |
|
309
Reliance Steel & Aluminium
RS
$15.7B
| $4.97M | 0.03% |
19,347
+15,598
| +416% | +$4M |
|
310
Huntsman Corp
HUN
$1.95B
| $4.97M | 0.03% |
181,487
+151,602
| +507% | +$4.15M |
|
311
WD-40
WDFC
$2.95B
| $4.96M | 0.03% |
27,885
-604
| -2% | -$108K |
|
312
TJX Companies
TJX
$155B
| $4.9M | 0.03% |
62,521
-202,491
| -76% | -$15.9M |
|
313
Papa John's
PZZA
$1.58B
| $4.89M | 0.03% |
65,279
-3,029
| -4% | -$227K |
|
314
Suncor Energy
SU
$48.5B
| $4.89M | 0.03% |
157,639
-176,723
| -53% | -$5.48M |
|
315
Cracker Barrel
CBRL
$1.18B
| $4.87M | 0.03% |
42,910
-4,748
| -10% | -$539K |
|
316
Nutrien
NTR
$27.4B
| $4.79M | 0.03% |
64,943
-103,143
| -61% | -$7.61M |
|
317
NRG Energy
NRG
$28.6B
| $4.78M | 0.03% |
139,426
-221,291
| -61% | -$7.59M |
|
318
Zai Lab
ZLAB
$3.42B
| $4.75M | 0.03% |
142,712
-332,300
| -70% | -$11.1M |
|
319
Affiliated Managers Group
AMG
$6.54B
| $4.7M | 0.03% |
32,990
+11,890
| +56% | +$1.69M |
|
320
AMN Healthcare
AMN
$799M
| $4.67M | 0.03% |
56,245
-168
| -0.3% | -$13.9K |
|
321
Premier
PINC
$2.13B
| $4.64M | 0.03% |
143,332
-20,926
| -13% | -$677K |
|
322
Chegg
CHGG
$185M
| $4.58M | 0.03% |
280,961
-5,194
| -2% | -$84.7K |
|
323
Envista
NVST
$3.54B
| $4.58M | 0.03% |
111,973
+49,540
| +79% | +$2.03M |
|
324
Molina Healthcare
MOH
$9.47B
| $4.57M | 0.03% |
17,087
+12,553
| +277% | +$3.36M |
|
325
Cal-Maine
CALM
$5.52B
| $4.57M | 0.03% |
75,013
-3,702
| -5% | -$225K |
|