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 | |
|---|---|---|---|---|---|---|
326
Bio-Rad Laboratories Class A
BIO
$8B
| $6.01M | 0.04% |
16,759
+290
| +2% | +$104K |
|
327
Assured Guaranty
AGO
$3.91B
| $5.97M | 0.04% |
98,637
+60,640
| +160% | +$3.67M |
|
328
Progressive
PGR
$143B
| $5.9M | 0.04% |
42,360
-1,842
| -4% | -$257K |
|
329
Revvity
RVTY
$10.1B
| $5.8M | 0.04% |
52,425
+36,579
| +231% | +$4.05M |
|
330
MINISO
MNSO
$7.49B
| $5.75M | 0.03% |
222,170
+36,708
| +20% | +$951K |
|
331
Helen of Troy
HELE
$587M
| $5.74M | 0.03% |
49,263
+2,686
| +6% | +$313K |
|
332
Boyd Gaming
BYD
$6.93B
| $5.69M | 0.03% |
93,591
+90,625
| +3,055% | +$5.51M |
|
333
Simpson Manufacturing
SSD
$8.15B
| $5.69M | 0.03% |
37,973
+17,199
| +83% | +$2.58M |
|
334
Civitas Resources
CIVI
$3.19B
| $5.68M | 0.03% |
+70,247
| New | +$5.68M |
|
335
Marriott Vacations Worldwide
VAC
$2.73B
| $5.68M | 0.03% |
56,450
+47,618
| +539% | +$4.79M |
|
336
Federated Hermes
FHI
$4.1B
| $5.66M | 0.03% |
166,963
+65,767
| +65% | +$2.23M |
|
337
Northern Oil and Gas
NOG
$2.42B
| $5.62M | 0.03% |
+139,735
| New | +$5.62M |
|
338
Insulet
PODD
$24.5B
| $5.61M | 0.03% |
35,193
+6,907
| +24% | +$1.1M |
|
339
SM Energy
SM
$3.09B
| $5.6M | 0.03% |
+141,268
| New | +$5.6M |
|
340
Palantir
PLTR
$363B
| $5.59M | 0.03% |
349,165
-135,183
| -28% | -$2.16M |
|
341
WD-40
WDFC
$2.95B
| $5.58M | 0.03% |
27,473
+1,297
| +5% | +$264K |
|
342
Agree Realty
ADC
$8.08B
| $5.58M | 0.03% |
101,033
+36,340
| +56% | +$2.01M |
|
343
Valaris
VAL
$3.64B
| $5.57M | 0.03% |
+74,322
| New | +$5.57M |
|
344
Lantheus
LNTH
$3.72B
| $5.52M | 0.03% |
79,424
+6,136
| +8% | +$426K |
|
345
Dick's Sporting Goods
DKS
$17.7B
| $5.5M | 0.03% |
50,698
+44,461
| +713% | +$4.83M |
|
346
TEGNA Inc
TGNA
$3.38B
| $5.5M | 0.03% |
377,554
+194,034
| +106% | +$2.83M |
|
347
Agilon Health
AGL
$497M
| $5.41M | 0.03% |
304,648
+751
| +0.2% | +$13.3K |
|
348
Polaris
PII
$3.33B
| $5.4M | 0.03% |
51,840
+36,665
| +242% | +$3.82M |
|
349
Tenet Healthcare
THC
$17.3B
| $5.39M | 0.03% |
81,877
+15,857
| +24% | +$1.04M |
|
350
Doximity
DOCS
$13B
| $5.39M | 0.03% |
254,209
+35,481
| +16% | +$753K |
|