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 | |
|---|---|---|---|---|---|---|
351
Grab
GRAB
$21.2B
| $4.1M | 0.03% |
+1,360,849
| New | +$4.1M |
|
352
F5
FFIV
$18.3B
| $4.08M | 0.02% |
27,995
-1,794
| -6% | -$261K |
|
353
Dow Inc
DOW
$16.9B
| $4.08M | 0.02% |
74,372
-56,186
| -43% | -$3.08M |
|
354
NewMarket
NEU
$7.8B
| $4.06M | 0.02% |
+11,119
| New | +$4.06M |
|
355
Louisiana-Pacific
LPX
$6.91B
| $4.04M | 0.02% |
74,580
+29,267
| +65% | +$1.59M |
|
356
Autohome
ATHM
$3.38B
| $4.04M | 0.02% |
120,660
-85,394
| -41% | -$2.86M |
|
357
Central Garden & Pet Class A
CENTA
$2.14B
| $4.03M | 0.02% |
129,055
-2,091
| -2% | -$65.4K |
|
358
American Water Works
AWK
$27.4B
| $3.99M | 0.02% |
27,264
-68,157
| -71% | -$9.98M |
|
359
Brunswick
BC
$4.34B
| $3.96M | 0.02% |
48,292
+411
| +0.9% | +$33.7K |
|
360
Bio-Techne
TECH
$8.39B
| $3.93M | 0.02% |
52,986
+47,341
| +839% | +$3.51M |
|
361
Nu Skin
NUS
$576M
| $3.93M | 0.02% |
99,857
-18,286
| -15% | -$719K |
|
362
Zebra Technologies
ZBRA
$15.9B
| $3.9M | 0.02% |
+12,255
| New | +$3.9M |
|
363
Hanover Insurance
THG
$6.34B
| $3.83M | 0.02% |
29,799
-17,492
| -37% | -$2.25M |
|
364
Federated Hermes
FHI
$4.07B
| $3.62M | 0.02% |
90,244
-82,051
| -48% | -$3.29M |
|
365
Pricesmart
PSMT
$3.43B
| $3.62M | 0.02% |
50,636
-898
| -2% | -$64.2K |
|
366
Glaukos
GKOS
$5.28B
| $3.56M | 0.02% |
71,118
+3,509
| +5% | +$176K |
|
367
US Bancorp
USB
$75.6B
| $3.52M | 0.02% |
97,729
-608,066
| -86% | -$21.9M |
|
368
Arrow Electronics
ARW
$6.47B
| $3.48M | 0.02% |
27,877
-24,224
| -46% | -$3.02M |
|
|
SWN
369
DELISTED
Southwestern Energy Company
SWN
| $3.48M | 0.02% |
695,621
+434,882
| +167% | +$2.17M |
|
370
Tenet Healthcare
THC
$17.1B
| $3.47M | 0.02% |
58,469
+25,008
| +75% | +$1.49M |
|
371
J&J Snack Foods
JJSF
$2.09B
| $3.41M | 0.02% |
23,040
-190
| -0.8% | -$28.2K |
|
372
Phreesia
PHR
$1.63B
| $3.38M | 0.02% |
104,659
-1,150
| -1% | -$37.1K |
|
373
Bank of New York Mellon
BK
$73.4B
| $3.34M | 0.02% |
73,417
-331,348
| -82% | -$15.1M |
|
374
SEI Investments
SEIC
$10.8B
| $3.33M | 0.02% |
57,839
-21,897
| -27% | -$1.26M |
|
375
Stride
LRN
$7.15B
| $3.31M | 0.02% |
84,375
-1,548
| -2% | -$60.8K |
|