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
|
$82.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$58.6M |
| 3 |
Merck
MRK
|
$51.7M |
| 4 |
Pinduoduo
PDD
|
$40.7M |
| 5 |
Philip Morris
PM
|
$35.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$162M |
| 2 |
Meta Platforms (Facebook)
META
|
$133M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$87.5M |
| 4 |
Eli Lilly
LLY
|
$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Texas Instruments
TXN
$171B
| $5.26M | 0.03% |
+29,236
| New | +$5.26M |
|
302
Treehouse Foods
THS
$917M
| $5.24M | 0.03% |
104,007
-5,427
| -5% | -$273K |
|
303
Valero Energy
VLO
$48.7B
| $5.21M | 0.03% |
44,457
+13,731
| +45% | +$1.61M |
|
304
Neurocrine Biosciences
NBIX
$14.3B
| $5.2M | 0.03% |
55,165
-4,045
| -7% | -$381K |
|
305
NRG Energy
NRG
$28.6B
| $5.2M | 0.03% |
139,061
-365
| -0.3% | -$13.6K |
|
|
SWN
306
DELISTED
Southwestern Energy Company
SWN
| $5.2M | 0.03% |
864,585
+168,964
| +24% | +$1.02M |
|
307
Everest Group
EG
$14.3B
| $5.18M | 0.03% |
15,160
-63
| -0.4% | -$21.5K |
|
308
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $5.09M | 0.03% |
294,464
-895,864
| -75% | -$15.5M |
|
309
Globus Medical
GMED
$8.18B
| $5.08M | 0.03% |
85,311
-8,839
| -9% | -$526K |
|
310
Helen of Troy
HELE
$587M
| $5.03M | 0.03% |
46,577
-55,273
| -54% | -$5.97M |
|
311
Nike
NKE
$109B
| $4.98M | 0.03% |
+45,133
| New | +$4.98M |
|
312
WD-40
WDFC
$2.95B
| $4.94M | 0.03% |
26,176
-1,709
| -6% | -$322K |
|
313
Affiliated Managers Group
AMG
$6.54B
| $4.93M | 0.03% |
32,895
-95
| -0.3% | -$14.2K |
|
314
Neogen
NEOG
$1.25B
| $4.88M | 0.03% |
224,367
-8,908
| -4% | -$194K |
|
315
Huntsman Corp
HUN
$1.95B
| $4.86M | 0.03% |
179,979
-1,508
| -0.8% | -$40.7K |
|
316
Interparfums
IPAR
$3.63B
| $4.79M | 0.03% |
35,394
-2,410
| -6% | -$326K |
|
317
NovoCure
NVCR
$1.37B
| $4.78M | 0.03% |
115,226
-12,518
| -10% | -$519K |
|
318
DXC Technology
DXC
$2.65B
| $4.72M | 0.03% |
176,798
+79,614
| +82% | +$2.13M |
|
319
Union Pacific
UNP
$131B
| $4.7M | 0.03% |
22,972
-9,889
| -30% | -$2.02M |
|
320
Haemonetics
HAE
$2.62B
| $4.7M | 0.03% |
55,195
-6,434
| -10% | -$548K |
|
321
Olin
OLN
$2.9B
| $4.64M | 0.03% |
90,203
+39,548
| +78% | +$2.03M |
|
322
O'Reilly Automotive
ORLY
$89B
| $4.6M | 0.03% |
72,180
-134,610
| -65% | -$8.57M |
|
323
Etsy
ETSY
$5.36B
| $4.58M | 0.03% |
54,189
+49,013
| +947% | +$4.15M |
|
324
Autohome
ATHM
$3.39B
| $4.54M | 0.03% |
155,788
+35,128
| +29% | +$1.02M |
|
325
Rio Tinto
RIO
$104B
| $4.53M | 0.03% |
70,975
+9,549
| +16% | +$610K |
|