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 Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Brink's
BCO
$4.78B
| $2.85M | 0.02% |
39,243
+33,261
| +556% | +$2.42M |
|
452
MGP Ingredients
MGPI
$622M
| $2.84M | 0.02% |
26,933
+1,472
| +6% | +$155K |
|
453
Bloom Energy
BE
$13.4B
| $2.83M | 0.02% |
+213,125
| New | +$2.83M |
|
454
Timken Company
TKR
$5.42B
| $2.75M | 0.02% |
+37,428
| New | +$2.75M |
|
455
Lennox International
LII
$20.3B
| $2.74M | 0.02% |
7,313
-5,004
| -41% | -$1.87M |
|
456
Array Technologies
ARRY
$1.37B
| $2.73M | 0.02% |
+123,092
| New | +$2.73M |
|
457
NexGen Energy
NXE
$4.46B
| $2.73M | 0.02% |
+457,511
| New | +$2.73M |
|
|
NEWR
458
DELISTED
New Relic, Inc.
NEWR
| $2.69M | 0.02% |
31,413
-9,634
| -23% | -$825K |
|
459
Amkor Technology
AMKR
$6.09B
| $2.67M | 0.02% |
118,002
+19,142
| +19% | +$433K |
|
460
United Rentals
URI
$62.7B
| $2.66M | 0.02% |
5,976
-12,301
| -67% | -$5.47M |
|
461
AppFolio
APPF
$10.2B
| $2.65M | 0.02% |
14,507
-1,844
| -11% | -$337K |
|
462
Blackstone
BX
$133B
| $2.64M | 0.02% |
24,610
| – | – |
|
463
Penske Automotive Group
PAG
$12.4B
| $2.63M | 0.02% |
15,739
+8,713
| +124% | +$1.46M |
|
464
Merit Medical Systems
MMSI
$5.51B
| $2.58M | 0.02% |
37,434
-33,276
| -47% | -$2.3M |
|
465
Cirrus Logic
CRUS
$5.94B
| $2.58M | 0.02% |
+34,864
| New | +$2.58M |
|
466
Western Union
WU
$2.86B
| $2.56M | 0.02% |
194,247
+138,749
| +250% | +$1.83M |
|
467
Nu Skin
NUS
$569M
| $2.54M | 0.02% |
119,900
+23,639
| +25% | +$501K |
|
468
Lufax Holding
LU
$2.61B
| $2.54M | 0.02% |
598,148
-186,245
| -24% | -$790K |
|
469
DocuSign
DOCU
$16.1B
| $2.53M | 0.02% |
60,143
-23,334
| -28% | -$980K |
|
470
Essent Group
ESNT
$6.29B
| $2.49M | 0.02% |
+52,626
| New | +$2.49M |
|
471
ManpowerGroup
MAN
$1.91B
| $2.45M | 0.01% |
33,479
+22,957
| +218% | +$1.68M |
|
472
Seaboard Corp
SEB
$3.78B
| $2.43M | 0.01% |
648
+69
| +12% | +$259K |
|
473
Nutrien
NTR
$27.4B
| $2.43M | 0.01% |
39,127
-12,205
| -24% | -$757K |
|
474
Palo Alto Networks
PANW
$130B
| $2.43M | 0.01% |
20,700
| – | – |
|
|
HES
475
DELISTED
Hess
HES
| $2.39M | 0.01% |
15,651
-86,355
| -85% | -$13.2M |
|