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 | |
|---|---|---|---|---|---|---|
401
Wheaton Precious Metals
WPM
$47.5B
| $2.92M | 0.02% |
60,541
-234,716
| -79% | -$11.3M |
|
|
AMED
402
DELISTED
Amedisys
AMED
| $2.88M | 0.02% |
39,223
-980
| -2% | -$72.1K |
|
403
Unum
UNM
$12.6B
| $2.88M | 0.02% |
72,701
-34,794
| -32% | -$1.38M |
|
|
PDCO
404
DELISTED
Patterson Companies, Inc.
PDCO
| $2.87M | 0.02% |
107,247
-27,646
| -20% | -$740K |
|
405
WEC Energy
WEC
$34.6B
| $2.87M | 0.02% |
30,263
-102,633
| -77% | -$9.73M |
|
406
Capri Holdings
CPRI
$2.54B
| $2.86M | 0.02% |
+60,871
| New | +$2.86M |
|
407
Weibo
WB
$3B
| $2.84M | 0.02% |
141,597
-86,731
| -38% | -$1.74M |
|
408
Franco-Nevada
FNV
$38B
| $2.83M | 0.02% |
19,463
-87,965
| -82% | -$12.8M |
|
|
CD
409
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $2.82M | 0.02% |
403,952
-173,546
| -30% | -$1.21M |
|
410
Olin
OLN
$2.87B
| $2.81M | 0.02% |
+50,655
| New | +$2.81M |
|
|
JOYY
411
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $2.81M | 0.02% |
90,120
-69,193
| -43% | -$2.16M |
|
412
BorgWarner
BWA
$9.45B
| $2.81M | 0.02% |
+64,976
| New | +$2.81M |
|
413
Masco
MAS
$15.9B
| $2.78M | 0.02% |
55,900
+49,124
| +725% | +$2.44M |
|
414
Smith & Nephew
SNN
$16.8B
| $2.76M | 0.02% |
98,932
-89,260
| -47% | -$2.49M |
|
415
Weis Markets
WMK
$1.76B
| $2.74M | 0.02% |
32,390
-7,612
| -19% | -$645K |
|
416
AtriCure
ATRC
$1.79B
| $2.71M | 0.02% |
65,346
+11,732
| +22% | +$486K |
|
|
RCM
417
DELISTED
R1 RCM Inc. Common Stock
RCM
| $2.66M | 0.02% |
177,404
+42,762
| +32% | +$641K |
|
418
Group 1 Automotive
GPI
$6.14B
| $2.64M | 0.02% |
11,652
+3,870
| +50% | +$876K |
|
419
Erie Indemnity
ERIE
$17.6B
| $2.63M | 0.02% |
11,369
-5,276
| -32% | -$1.22M |
|
|
NUVA
420
DELISTED
NuVasive, Inc.
NUVA
| $2.63M | 0.02% |
63,682
+2,402
| +4% | +$99.2K |
|
421
MGP Ingredients
MGPI
$605M
| $2.63M | 0.02% |
27,146
-676
| -2% | -$65.4K |
|
|
WRK
422
DELISTED
WestRock Company
WRK
| $2.59M | 0.02% |
84,903
-70,123
| -45% | -$2.14M |
|
423
National Beverage
FIZZ
$3.72B
| $2.58M | 0.02% |
48,950
-1,081
| -2% | -$57K |
|
|
B
424
Barrick Mining Corporation
B
$49.7B
| $2.53M | 0.02% |
136,315
-607,967
| -82% | -$11.3M |
|
425
Ingles Markets
IMKTA
$1.33B
| $2.52M | 0.02% |
28,359
-596
| -2% | -$52.9K |
|