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 | |
|---|---|---|---|---|---|---|
426
Rio Tinto
RIO
$104B
| $2.53M | 0.01% |
37,842
+7,065
| +23% | +$473K |
|
427
Pediatrix Medical
MD
$1.48B
| $2.52M | 0.01% |
92,734
+13,624
| +17% | +$371K |
|
428
Booking.com
BKNG
$181B
| $2.52M | 0.01% |
1,050
-212
| -17% | -$509K |
|
429
Ingles Markets
IMKTA
$1.33B
| $2.48M | 0.01% |
28,730
-4,910
| -15% | -$424K |
|
430
MGP Ingredients
MGPI
$605M
| $2.47M | 0.01% |
29,035
-9,596
| -25% | -$816K |
|
|
OCFT
431
OneConnect Financial Technology
OCFT
$282M
| $2.47M | 0.01% |
99,821
+18,710
| +23% | +$462K |
|
432
Usana Health Sciences
USNA
$565M
| $2.46M | 0.01% |
24,279
-10,756
| -31% | -$1.09M |
|
433
LPL Financial
LPLA
$27.2B
| $2.45M | 0.01% |
15,288
-17,303
| -53% | -$2.77M |
|
434
FIGS
FIGS
$1.12B
| $2.42M | 0.01% |
87,788
-32,925
| -27% | -$907K |
|
435
Astrana Health
ASTH
$1.36B
| $2.39M | 0.01% |
32,483
-16,041
| -33% | -$1.18M |
|
436
Outset Medical
OM
$245M
| $2.38M | 0.01% |
3,437
+501
| +17% | +$346K |
|
437
Exelon
EXC
$43.4B
| $2.37M | 0.01% |
+57,555
| New | +$2.37M |
|
438
Weis Markets
WMK
$1.76B
| $2.36M | 0.01% |
35,802
-10,206
| -22% | -$672K |
|
439
Equitable Holdings
EQH
$15.9B
| $2.33M | 0.01% |
70,950
-94,285
| -57% | -$3.09M |
|
440
Qiagen
QGEN
$10.3B
| $2.31M | 0.01% |
39,210
-51
| -0.1% | -$3.01K |
|
441
Southern Company
SO
$99.9B
| $2.28M | 0.01% |
+33,282
| New | +$2.28M |
|
442
American Electric Power
AEP
$57.5B
| $2.28M | 0.01% |
+25,585
| New | +$2.28M |
|
443
American Well
AMWL
$112M
| $2.27M | 0.01% |
18,798
-2,321
| -11% | -$280K |
|
444
Ovintiv
OVV
$10.6B
| $2.27M | 0.01% |
+67,333
| New | +$2.27M |
|
445
Spectrum Brands
SPB
$1.34B
| $2.27M | 0.01% |
22,290
-18,943
| -46% | -$1.93M |
|
446
Broadridge
BR
$29.7B
| $2.25M | 0.01% |
12,315
+10,772
| +698% | +$1.97M |
|
447
Universal Display
OLED
$6.91B
| $2.25M | 0.01% |
+13,632
| New | +$2.25M |
|
448
National Beverage
FIZZ
$3.72B
| $2.25M | 0.01% |
49,578
-115,830
| -70% | -$5.25M |
|
|
AXNX
449
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.24M | 0.01% |
39,980
-3,124
| -7% | -$175K |
|
450
Fulgent Genetics
FLGT
$682M
| $2.21M | 0.01% |
22,009
-5,761
| -21% | -$580K |
|