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 MSCI Emerging Markets ETF
EEM
|
+$905M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$588M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$579M |
| 4 |
Alibaba
BABA
|
+$277M |
| 5 |
SPDR Gold Trust
GLD
|
+$127M |
Top Sells
| 1 |
Danaher
DHR
|
+$46.9M |
| 2 |
Linde
LIN
|
+$29.9M |
| 3 |
Microsoft
MSFT
|
+$27.5M |
| 4 |
Walmart
WMT
|
+$27.4M |
| 5 |
Deere & Co
DE
|
+$26.6M |
Sector Composition
| 1 | Consumer Staples | 24.28% |
| 2 | Consumer Discretionary | 16.94% |
| 3 | Healthcare | 15.14% |
| 4 | Financials | 5.71% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
International Paper
IP
$24.8B
| $1.74M | 0.01% |
32,933
+1,221
| +4% | +$64.7K |
|
452
Welltower
WELL
$113B
| $1.71M | 0.01% |
20,805
+785
| +4% | +$64.7K |
|
453
PayPal
PYPL
$64.7B
| $1.7M | 0.01% |
6,545
+5,041
| +335% | +$1.31M |
|
454
Lantheus
LNTH
$3.74B
| $1.69M | 0.01% |
65,646
-4,305
| -6% | -$111K |
|
|
NXGN
455
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $1.68M | 0.01% |
119,058
-1,184
| -1% | -$16.7K |
|
456
Cigna
CI
$80.6B
| $1.67M | 0.01% |
8,362
+255
| +3% | +$51K |
|
457
BioLife Solutions
BLFS
$1.26B
| $1.67M | 0.01% |
39,524
-2,496
| -6% | -$106K |
|
458
iRhythm Technologies
IRTC
$5.99B
| $1.67M | 0.01% |
28,560
-1,654
| -5% | -$96.8K |
|
459
Magna International
MGA
$13B
| $1.67M | 0.01% |
22,218
+9,380
| +73% | +$706K |
|
460
Graham Holdings Company
GHC
$4.95B
| $1.65M | 0.01% |
2,803
+30
| +1% | +$17.7K |
|
461
Honeywell
HON
$136B
| $1.63M | 0.01% |
+7,681
| New | +$1.63M |
|
462
Humana
HUM
$32.8B
| $1.63M | 0.01% |
+4,190
| New | +$1.63M |
|
463
Eversource Energy
ES
$23.7B
| $1.63M | 0.01% |
19,925
+608
| +3% | +$49.7K |
|
464
Castle Biosciences
CSTL
$715M
| $1.63M | 0.01% |
24,470
-1,508
| -6% | -$100K |
|
465
BJ's Restaurants
BJRI
$726M
| $1.62M | 0.01% |
38,674
+15,985
| +70% | +$668K |
|
466
CGI
GIB
$21.3B
| $1.61M | 0.01% |
18,951
-14,090
| -43% | -$1.2M |
|
467
Mesa Laboratories
MLAB
$339M
| $1.54M | 0.01% |
5,087
-246
| -5% | -$74.4K |
|
468
Sempra
SRE
$52.4B
| $1.54M | 0.01% |
24,308
+1,292
| +6% | +$81.7K |
|
469
Liberty Global Class C
LBTYK
$4B
| $1.54M | 0.01% |
52,105
+4,660
| +10% | +$137K |
|
|
470
Microsoft
MSFT
$3.7T
| $1.51M | 0.01% |
5,364
-97,641
| -95% | -$27.5M |
|
|
HUYA
471
Huya Inc
HUYA
$783M
| $1.51M | 0.01% |
180,423
+77,119
| +75% | +$643K |
|
472
Perrigo
PRGO
$3.07B
| $1.48M | 0.01% |
31,273
+351
| +1% | +$16.6K |
|
473
Avanos Medical
AVNS
$573M
| $1.47M | 0.01% |
47,216
-2,422
| -5% | -$75.6K |
|
474
Simulations Plus
SLP
$285M
| $1.45M | 0.01% |
36,751
-389
| -1% | -$15.4K |
|
475
US Physical Therapy
USPH
$1.28B
| $1.4M | 0.01% |
12,691
-670
| -5% | -$74.1K |
|