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 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Revvity
RVTY
$10.1B
| $3.58M | 0.02% |
29,744
+18,629
| +168% | +$2.24M |
|
452
CSX Corp
CSX
$60.6B
| $3.55M | 0.02% |
133,261
-164,313
| -55% | -$4.38M |
|
453
Phreesia
PHR
$1.68B
| $3.54M | 0.02% |
138,926
-2,988
| -2% | -$76.1K |
|
454
Bio-Rad Laboratories Class A
BIO
$8B
| $3.51M | 0.02% |
8,411
+5,178
| +160% | +$2.16M |
|
455
McCormick & Company Non-Voting
MKC
$19B
| $3.49M | 0.02% |
48,913
+2,685
| +6% | +$191K |
|
456
Smith & Nephew
SNN
$16.5B
| $3.48M | 0.02% |
150,057
+27,208
| +22% | +$632K |
|
457
Weis Markets
WMK
$1.81B
| $3.48M | 0.02% |
48,775
-1,769
| -3% | -$126K |
|
458
SM Energy
SM
$3.09B
| $3.44M | 0.02% |
+91,399
| New | +$3.44M |
|
459
AES
AES
$9.21B
| $3.4M | 0.02% |
+150,524
| New | +$3.4M |
|
|
RCM
460
DELISTED
R1 RCM Inc. Common Stock
RCM
| $3.4M | 0.02% |
183,410
-34,276
| -16% | -$635K |
|
461
Norfolk Southern
NSC
$62.3B
| $3.38M | 0.02% |
16,120
-7,076
| -31% | -$1.48M |
|
462
Open Text
OTEX
$8.45B
| $3.38M | 0.02% |
+127,051
| New | +$3.38M |
|
463
The Beauty Health Co
SKIN
$260M
| $3.33M | 0.02% |
282,690
-3,360
| -1% | -$39.6K |
|
464
Medifast
MED
$149M
| $3.3M | 0.02% |
30,405
-13,714
| -31% | -$1.49M |
|
465
Integer Holdings
ITGR
$3.75B
| $3.24M | 0.02% |
51,987
-46
| -0.1% | -$2.86K |
|
466
Ubiquiti
UI
$34.9B
| $3.2M | 0.02% |
10,904
+6,157
| +130% | +$1.81M |
|
467
Markel Group
MKL
$24.2B
| $3.2M | 0.02% |
2,950
-371
| -11% | -$402K |
|
468
Rush Enterprises Class A
RUSHA
$4.53B
| $3.18M | 0.02% |
+108,714
| New | +$3.18M |
|
469
Kilroy Realty
KRC
$5.05B
| $3.18M | 0.02% |
75,463
-12,907
| -15% | -$544K |
|
470
Unum
UNM
$12.6B
| $3.17M | 0.02% |
81,669
-4,485
| -5% | -$174K |
|
471
Range Resources
RRC
$8.27B
| $3.16M | 0.02% |
+124,978
| New | +$3.16M |
|
472
Progress Software
PRGS
$1.88B
| $3.13M | 0.02% |
73,534
+24,209
| +49% | +$1.03M |
|
473
Boston Properties
BXP
$12.2B
| $3.11M | 0.02% |
41,501
-3,564
| -8% | -$267K |
|
474
Cincinnati Financial
CINF
$24B
| $3.11M | 0.02% |
34,679
-4,950
| -12% | -$443K |
|
475
Ingles Markets
IMKTA
$1.34B
| $3.04M | 0.02% |
38,340
-1,202
| -3% | -$95.2K |
|