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 |
Walmart
WMT
|
+$230M |
| 2 |
Procter & Gamble
PG
|
+$207M |
| 3 |
Johnson & Johnson
JNJ
|
+$183M |
| 4 |
Coca-Cola
KO
|
+$139M |
| 5 |
PepsiCo
PEP
|
+$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$498M |
| 2 |
Mondelez International
MDLZ
|
+$107M |
| 3 |
Archer Daniels Midland
ADM
|
+$40.5M |
| 4 |
General Mills
GIS
|
+$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
AtriCure
ATRC
$1.79B
| $3.45M | 0.02% |
+43,424
| New | +$3.45M |
|
402
Flex
FLEX
$21B
| $3.44M | 0.02% |
+255,612
| New | +$3.44M |
|
403
LPL Financial
LPLA
$27.2B
| $3.44M | 0.02% |
25,468
+1,185
| +5% | +$160K |
|
404
Strategic Education
STRA
$1.97B
| $3.41M | 0.02% |
+44,846
| New | +$3.41M |
|
405
Bausch Health
BHC
$2.67B
| $3.39M | 0.02% |
115,297
-4,529
| -4% | -$133K |
|
406
Interparfums
IPAR
$3.72B
| $3.36M | 0.02% |
+46,665
| New | +$3.36M |
|
407
Evolent Health
EVH
$1.16B
| $3.35M | 0.02% |
+158,513
| New | +$3.35M |
|
408
Visteon
VC
$3.46B
| $3.33M | 0.02% |
27,516
-1,463
| -5% | -$177K |
|
|
ACCD
409
DELISTED
Accolade, Inc. Common Stock
ACCD
| $3.24M | 0.02% |
+59,724
| New | +$3.24M |
|
410
Cal-Maine
CALM
$5.27B
| $3.22M | 0.02% |
+88,828
| New | +$3.22M |
|
|
MOMO
411
Hello Group
MOMO
$1.27B
| $3.2M | 0.02% |
209,306
-10,228
| -5% | -$157K |
|
412
Integer Holdings
ITGR
$3.7B
| $3.16M | 0.02% |
+33,554
| New | +$3.16M |
|
413
Trex
TREX
$6.43B
| $3.16M | 0.02% |
30,915
-1,729
| -5% | -$177K |
|
|
BZUN
414
Baozun
BZUN
$223M
| $3.16M | 0.02% |
89,150
-6,721
| -7% | -$238K |
|
415
West Fraser Timber
WFG
$5.85B
| $3.16M | 0.02% |
43,963
+28,640
| +187% | +$2.06M |
|
416
Adtalem Global Education
ATGE
$4.9B
| $3.15M | 0.02% |
+88,259
| New | +$3.15M |
|
417
East-West Bancorp
EWBC
$14.9B
| $3.11M | 0.02% |
43,318
+80
| +0.2% | +$5.73K |
|
418
Canadian Pacific Kansas City
CP
$68.6B
| $3.1M | 0.02% |
+40,228
| New | +$3.1M |
|
419
Sealed Air
SEE
$4.91B
| $3.05M | 0.02% |
+51,488
| New | +$3.05M |
|
420
Comerica
CMA
$8.88B
| $3.04M | 0.02% |
42,628
-495
| -1% | -$35.3K |
|
421
CGI
GIB
$21.3B
| $3M | 0.02% |
33,041
-5,451
| -14% | -$495K |
|
|
DADA
422
DELISTED
Dada Nexus
DADA
| $2.99M | 0.02% |
+103,005
| New | +$2.99M |
|
423
Commerce Bancshares
CBSH
$8.04B
| $2.98M | 0.02% |
48,563
+4,515
| +10% | +$277K |
|
424
First Horizon
FHN
$11.6B
| $2.97M | 0.02% |
171,905
+2,357
| +1% | +$40.7K |
|
425
Zions Bancorporation
ZION
$8.4B
| $2.96M | 0.02% |
56,023
+5,505
| +11% | +$291K |
|