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 | |
|---|---|---|---|---|---|---|
376
Unum
UNM
$12.6B
| $3.47M | 0.02% |
72,821
+120
| +0.2% | +$5.72K |
|
377
iShares Gold Trust
IAU
$52.6B
| $3.47M | 0.02% |
95,444
-1,759,718
| -95% | -$64M |
|
378
iRhythm Technologies
IRTC
$5.82B
| $3.46M | 0.02% |
33,201
-2,592
| -7% | -$270K |
|
379
Royalty Pharma
RPRX
$15.6B
| $3.46M | 0.02% |
112,638
+79,201
| +237% | +$2.43M |
|
380
AutoNation
AN
$8.55B
| $3.37M | 0.02% |
20,469
-11,797
| -37% | -$1.94M |
|
381
Integra LifeSciences
IART
$1.25B
| $3.37M | 0.02% |
81,908
-8,180
| -9% | -$336K |
|
382
Hanover Insurance
THG
$6.35B
| $3.36M | 0.02% |
29,714
-85
| -0.3% | -$9.61K |
|
383
Viatris
VTRS
$12.2B
| $3.34M | 0.02% |
334,959
-111,234
| -25% | -$1.11M |
|
384
Hewlett Packard
HPE
$31B
| $3.34M | 0.02% |
198,942
+172,152
| +643% | +$2.89M |
|
385
Cal-Maine
CALM
$5.52B
| $3.29M | 0.02% |
73,025
-1,988
| -3% | -$89.5K |
|
386
Sun Communities
SUI
$16.2B
| $3.21M | 0.02% |
24,637
-23,480
| -49% | -$3.06M |
|
|
AMED
387
DELISTED
Amedisys
AMED
| $3.21M | 0.02% |
35,095
-4,128
| -11% | -$377K |
|
388
Coursera
COUR
$1.84B
| $3.21M | 0.02% |
246,392
+37,035
| +18% | +$482K |
|
389
Dropbox
DBX
$8.06B
| $3.2M | 0.02% |
+120,013
| New | +$3.2M |
|
390
Nu Skin
NUS
$569M
| $3.2M | 0.02% |
96,261
-3,596
| -4% | -$119K |
|
|
PDCO
391
DELISTED
Patterson Companies, Inc.
PDCO
| $3.19M | 0.02% |
95,981
-11,266
| -11% | -$375K |
|
392
Integer Holdings
ITGR
$3.75B
| $3.19M | 0.02% |
35,954
-4,302
| -11% | -$381K |
|
393
Suncor Energy
SU
$48.5B
| $3.18M | 0.02% |
108,180
-49,459
| -31% | -$1.45M |
|
394
MINISO
MNSO
$7.49B
| $3.15M | 0.02% |
185,462
+133,625
| +258% | +$2.27M |
|
395
Strategic Education
STRA
$1.96B
| $3.12M | 0.02% |
45,973
-466
| -1% | -$31.6K |
|
396
Keysight
KEYS
$28.9B
| $3.12M | 0.02% |
+18,622
| New | +$3.12M |
|
397
Phreesia
PHR
$1.68B
| $3.08M | 0.02% |
99,451
-5,208
| -5% | -$162K |
|
|
JOYY
398
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $3.07M | 0.02% |
100,100
+9,980
| +11% | +$306K |
|
|
JNPR
399
DELISTED
Juniper Networks
JNPR
| $3.06M | 0.02% |
97,678
+54,394
| +126% | +$1.7M |
|
|
NARI
400
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.05M | 0.02% |
52,489
+370
| +0.7% | +$21.5K |
|