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 | |
|---|---|---|---|---|---|---|
351
Pediatrix Medical
MD
$1.49B
| $3.87M | 0.02% |
272,349
-14,185
| -5% | -$202K |
|
352
Pricesmart
PSMT
$3.38B
| $3.83M | 0.02% |
51,712
+1,076
| +2% | +$79.7K |
|
353
Vistra
VST
$63.7B
| $3.83M | 0.02% |
+145,830
| New | +$3.83M |
|
354
Arrow Electronics
ARW
$6.57B
| $3.81M | 0.02% |
26,627
-1,250
| -4% | -$179K |
|
355
Molina Healthcare
MOH
$9.47B
| $3.78M | 0.02% |
12,556
-4,531
| -27% | -$1.36M |
|
356
GE Aerospace
GE
$296B
| $3.78M | 0.02% |
43,109
+17,604
| +69% | +$1.54M |
|
357
Moderna
MRNA
$9.78B
| $3.75M | 0.02% |
30,865
+25,489
| +474% | +$3.1M |
|
358
Graham Holdings Company
GHC
$4.93B
| $3.74M | 0.02% |
6,539
-1,084
| -14% | -$619K |
|
359
Zai Lab
ZLAB
$3.42B
| $3.73M | 0.02% |
134,657
-8,055
| -6% | -$223K |
|
360
First Solar
FSLR
$22B
| $3.73M | 0.02% |
19,604
+5,939
| +43% | +$1.13M |
|
361
ICU Medical
ICUI
$3.24B
| $3.72M | 0.02% |
20,860
-4,736
| -19% | -$844K |
|
|
XYZ
362
Block, Inc.
XYZ
$45.7B
| $3.7M | 0.02% |
55,598
-234,130
| -81% | -$15.6M |
|
363
Federated Hermes
FHI
$4.1B
| $3.63M | 0.02% |
101,196
+10,952
| +12% | +$393K |
|
364
PG&E
PCG
$33.2B
| $3.61M | 0.02% |
209,195
+195,314
| +1,407% | +$3.38M |
|
365
Premier
PINC
$2.13B
| $3.6M | 0.02% |
130,105
-13,227
| -9% | -$366K |
|
366
Omnicell
OMCL
$1.47B
| $3.6M | 0.02% |
48,803
-5,483
| -10% | -$404K |
|
367
Acuity Brands
AYI
$10.4B
| $3.59M | 0.02% |
22,030
+8,934
| +68% | +$1.46M |
|
368
Enovis
ENOV
$1.84B
| $3.59M | 0.02% |
55,996
-3,083
| -5% | -$198K |
|
369
Planet Labs
PL
$1.98B
| $3.58M | 0.02% |
1,111,068
-1,664,676
| -60% | -$5.36M |
|
370
Central Garden & Pet Class A
CENTA
$2.15B
| $3.56M | 0.02% |
121,910
-7,145
| -6% | -$208K |
|
371
Sarepta Therapeutics
SRPT
$1.96B
| $3.53M | 0.02% |
30,856
+386
| +1% | +$44.2K |
|
372
Cracker Barrel
CBRL
$1.18B
| $3.53M | 0.02% |
37,865
-5,045
| -12% | -$470K |
|
373
Flex
FLEX
$20.8B
| $3.52M | 0.02% |
168,922
+151,086
| +847% | +$3.15M |
|
374
Steel Dynamics
STLD
$19.8B
| $3.51M | 0.02% |
32,181
+27,294
| +559% | +$2.97M |
|
375
American Water Works
AWK
$28B
| $3.48M | 0.02% |
24,372
-2,892
| -11% | -$413K |
|