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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Pembina Pipeline
PBA
$22.1B
| $3.42M | 0.02% |
112,713
+11,549
| +11% | +$351K |
|
377
Viatris
VTRS
$12.2B
| $3.42M | 0.02% |
252,805
+5,893
| +2% | +$79.7K |
|
378
Adtalem Global Education
ATGE
$4.83B
| $3.42M | 0.02% |
115,572
+30,249
| +35% | +$894K |
|
379
Principal Financial Group
PFG
$17.8B
| $3.41M | 0.02% |
47,177
-60,088
| -56% | -$4.35M |
|
380
AtriCure
ATRC
$1.79B
| $3.4M | 0.02% |
48,856
+6,926
| +17% | +$482K |
|
381
e.l.f. Beauty
ELF
$7.83B
| $3.37M | 0.02% |
101,505
+10,408
| +11% | +$346K |
|
|
NARI
382
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.36M | 0.02% |
36,861
-9,400
| -20% | -$858K |
|
383
Adobe
ADBE
$152B
| $3.34M | 0.02% |
5,889
-3,962
| -40% | -$2.25M |
|
384
McCormick & Company Non-Voting
MKC
$18.8B
| $3.28M | 0.02% |
33,957
+26,410
| +350% | +$2.55M |
|
385
Coca-Cola Europacific Partners
CCEP
$40.9B
| $3.25M | 0.02% |
+58,092
| New | +$3.25M |
|
386
Weyerhaeuser
WY
$18.7B
| $3.19M | 0.02% |
77,549
-886
| -1% | -$36.5K |
|
387
HP
HPQ
$27.4B
| $3.18M | 0.02% |
84,279
-71,971
| -46% | -$2.71M |
|
388
MarketAxess Holdings
MKTX
$6.99B
| $3.16M | 0.02% |
7,686
-7,801
| -50% | -$3.21M |
|
389
Allstate
ALL
$52.8B
| $3.14M | 0.02% |
+26,711
| New | +$3.14M |
|
390
Sunrun
RUN
$3.9B
| $3.13M | 0.02% |
+91,330
| New | +$3.13M |
|
391
Gilead Sciences
GILD
$144B
| $3.13M | 0.02% |
43,138
-1,481
| -3% | -$108K |
|
392
AutoZone
AZO
$71B
| $3.09M | 0.02% |
1,472
+954
| +184% | +$2M |
|
393
Integer Holdings
ITGR
$3.72B
| $3.08M | 0.02% |
36,038
+4,989
| +16% | +$427K |
|
394
Cenovus Energy
CVE
$28.8B
| $3.08M | 0.02% |
250,558
+40,571
| +19% | +$498K |
|
395
Equity Residential
EQR
$25.4B
| $3.07M | 0.02% |
33,930
+18,531
| +120% | +$1.68M |
|
|
PDCO
396
DELISTED
Patterson Companies, Inc.
PDCO
| $3.07M | 0.02% |
104,507
+15,120
| +17% | +$444K |
|
|
TWOU
397
DELISTED
2U, Inc.
TWOU
| $3.06M | 0.02% |
5,082
+764
| +18% | +$460K |
|
398
Welltower
WELL
$113B
| $3.03M | 0.02% |
35,352
+14,547
| +70% | +$1.25M |
|
|
ONEM
399
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $3.03M | 0.02% |
172,539
+4,109
| +2% | +$72.2K |
|
|
CD
400
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $3.01M | 0.02% |
457,387
+94,084
| +26% | +$620K |
|