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 | |
|---|---|---|---|---|---|---|
426
CryoPort
CYRX
$503M
| $2.95M | 0.02% |
+46,783
| New | +$2.95M |
|
|
AXNX
427
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.95M | 0.02% |
+46,478
| New | +$2.95M |
|
428
Pentair
PNR
$18.1B
| $2.89M | 0.02% |
+42,865
| New | +$2.89M |
|
|
JNPR
429
DELISTED
Juniper Networks
JNPR
| $2.89M | 0.02% |
+105,710
| New | +$2.89M |
|
430
Ares Capital
ARCC
$15.7B
| $2.88M | 0.02% |
147,139
+20,661
| +16% | +$405K |
|
431
Telus
TU
$25.1B
| $2.83M | 0.02% |
126,073
+97,637
| +343% | +$2.19M |
|
432
AptarGroup
ATR
$9.11B
| $2.82M | 0.02% |
+20,018
| New | +$2.82M |
|
|
VNET
433
VNET Group
VNET
$2.24B
| $2.8M | 0.02% |
122,012
+91,163
| +296% | +$2.09M |
|
|
IMAB
434
I-MAB
IMAB
$376M
| $2.79M | 0.02% |
+33,254
| New | +$2.79M |
|
435
Fulgent Genetics
FLGT
$682M
| $2.75M | 0.02% |
+29,853
| New | +$2.75M |
|
436
Astrana Health
ASTH
$1.36B
| $2.74M | 0.02% |
+43,612
| New | +$2.74M |
|
437
Shopify
SHOP
$186B
| $2.73M | 0.02% |
18,660
+3,940
| +27% | +$577K |
|
438
Weyerhaeuser
WY
$18.7B
| $2.73M | 0.02% |
79,308
+29,971
| +61% | +$1.03M |
|
439
Kilroy Realty
KRC
$5.05B
| $2.73M | 0.02% |
39,194
+33,865
| +635% | +$2.36M |
|
440
Sensata Technologies
ST
$4.66B
| $2.71M | 0.02% |
+46,820
| New | +$2.71M |
|
441
MGP Ingredients
MGPI
$605M
| $2.71M | 0.02% |
+40,073
| New | +$2.71M |
|
442
Gaotu Techedu
GOTU
$877M
| $2.63M | 0.02% |
178,345
-2,209
| -1% | -$32.6K |
|
443
Seaboard Corp
SEB
$3.81B
| $2.62M | 0.02% |
677
+618
| +1,047% | +$2.39M |
|
444
Arrow Electronics
ARW
$6.49B
| $2.61M | 0.02% |
+22,950
| New | +$2.61M |
|
|
445
General Mills
GIS
$26.9B
| $2.61M | 0.02% |
42,751
-657,619
| -94% | -$40.1M |
|
446
DoorDash
DASH
$110B
| $2.57M | 0.02% |
+14,428
| New | +$2.57M |
|
447
Voya Financial
VOYA
$7.3B
| $2.57M | 0.02% |
41,799
+4,427
| +12% | +$272K |
|
448
e.l.f. Beauty
ELF
$7.83B
| $2.57M | 0.02% |
+94,621
| New | +$2.57M |
|
|
VCRA
449
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $2.52M | 0.02% |
+63,322
| New | +$2.52M |
|
450
Pediatrix Medical
MD
$1.48B
| $2.49M | 0.02% |
+82,537
| New | +$2.49M |
|