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 | |
|---|---|---|---|---|---|---|
476
Coursera
COUR
$1.84B
| $3.04M | 0.02% |
281,577
-3,338
| -1% | -$36K |
|
477
Regions Financial
RF
$24.1B
| $3.02M | 0.02% |
150,537
+75,834
| +102% | +$1.52M |
|
478
Gray Television
GTN
$625M
| $3M | 0.02% |
209,282
+10,822
| +5% | +$155K |
|
479
Agilent Technologies
A
$36.5B
| $2.99M | 0.02% |
24,578
-8,914
| -27% | -$1.08M |
|
|
DADA
480
DELISTED
Dada Nexus
DADA
| $2.98M | 0.02% |
629,140
-110,058
| -15% | -$521K |
|
481
HUTCHMED
HCM
$2.74B
| $2.95M | 0.01% |
332,969
+17,007
| +5% | +$151K |
|
482
Enovis
ENOV
$1.84B
| $2.93M | 0.01% |
63,483
-4,853
| -7% | -$224K |
|
483
Keurig Dr Pepper
KDP
$38.9B
| $2.92M | 0.01% |
81,606
-124,105
| -60% | -$4.45M |
|
484
United Parks & Resorts
PRKS
$2.99B
| $2.9M | 0.01% |
+63,748
| New | +$2.9M |
|
485
Ross Stores
ROST
$49.4B
| $2.88M | 0.01% |
34,142
-154,788
| -82% | -$13M |
|
486
Cognex
CGNX
$7.55B
| $2.87M | 0.01% |
69,130
+31,769
| +85% | +$1.32M |
|
487
Tractor Supply
TSCO
$32.1B
| $2.85M | 0.01% |
+76,715
| New | +$2.85M |
|
488
Olaplex Holdings
OLPX
$994M
| $2.84M | 0.01% |
296,819
+52,719
| +22% | +$504K |
|
489
FirstEnergy
FE
$25.1B
| $2.83M | 0.01% |
76,440
-23,381
| -23% | -$865K |
|
490
AtriCure
ATRC
$1.76B
| $2.81M | 0.01% |
71,862
+93
| +0.1% | +$3.64K |
|
491
W.R. Berkley
WRB
$27.3B
| $2.79M | 0.01% |
64,838
-12,771
| -16% | -$550K |
|
492
Citizens Financial Group
CFG
$22.3B
| $2.78M | 0.01% |
80,943
+46,608
| +136% | +$1.6M |
|
493
Avantor
AVTR
$9.07B
| $2.74M | 0.01% |
140,025
+91,806
| +190% | +$1.8M |
|
|
NXGN
494
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $2.74M | 0.01% |
154,630
-1,712
| -1% | -$30.3K |
|
495
Iron Mountain
IRM
$27.2B
| $2.7M | 0.01% |
61,460
+4,276
| +7% | +$188K |
|
496
Pilgrim's Pride
PPC
$10.5B
| $2.69M | 0.01% |
116,684
-7,436
| -6% | -$171K |
|
497
Franklin Resources
BEN
$13B
| $2.67M | 0.01% |
123,871
-24,981
| -17% | -$538K |
|
498
MGIC Investment
MTG
$6.55B
| $2.66M | 0.01% |
+207,250
| New | +$2.66M |
|
499
Privia Health
PRVA
$2.86B
| $2.66M | 0.01% |
77,955
+2,679
| +4% | +$91.2K |
|
500
Cloudflare
NET
$74.7B
| $2.65M | 0.01% |
47,979
+41,038
| +591% | +$2.27M |
|