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 |
Alphabet (Google) Class A
GOOGL
|
+$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$161M |
| 3 |
Meta Platforms (Facebook)
META
|
+$98.7M |
| 4 |
Microsoft
MSFT
|
+$69.4M |
| 5 |
AbbVie
ABBV
|
+$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$216M |
| 2 |
Pinduoduo
PDD
|
+$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$111M |
| 4 |
Walmart
WMT
|
+$108M |
| 5 |
Bank of America
BAC
|
+$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Perdoceo Education
PRDO
$2.15B
| $1.79M | 0.01% |
133,361
-3,180
| -2% | -$42.7K |
|
|
SILK
477
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $1.79M | 0.01% |
45,623
+1,827
| +4% | +$71.5K |
|
478
PVH
PVH
$3.91B
| $1.78M | 0.01% |
19,964
+16,864
| +544% | +$1.5M |
|
479
Snap-on
SNA
$16.9B
| $1.76M | 0.01% |
+7,146
| New | +$1.76M |
|
480
Sanmina
SANM
$6.43B
| $1.76M | 0.01% |
28,895
-34,714
| -55% | -$2.12M |
|
|
MDRX
481
DELISTED
Veradigm Inc. Common Stock
MDRX
| $1.76M | 0.01% |
134,982
+94,615
| +234% | +$1.23M |
|
482
Essential Utilities
WTRG
$10.6B
| $1.76M | 0.01% |
40,256
-59,880
| -60% | -$2.61M |
|
483
Cheniere Energy
LNG
$51.9B
| $1.76M | 0.01% |
11,149
-63,802
| -85% | -$10.1M |
|
484
La-Z-Boy
LZB
$1.42B
| $1.73M | 0.01% |
+59,615
| New | +$1.73M |
|
485
West Pharmaceutical
WST
$18.2B
| $1.72M | 0.01% |
4,965
-7,254
| -59% | -$2.51M |
|
486
BCE
BCE
$22.4B
| $1.7M | 0.01% |
+38,098
| New | +$1.7M |
|
487
Edison International
EIX
$21.1B
| $1.68M | 0.01% |
23,834
-66,838
| -74% | -$4.72M |
|
488
Avanos Medical
AVNS
$556M
| $1.67M | 0.01% |
56,239
+1,974
| +4% | +$58.7K |
|
489
AvalonBay Communities
AVB
$27.6B
| $1.66M | 0.01% |
9,857
-86,676
| -90% | -$14.6M |
|
490
Millicom
TIGO
$7.93B
| $1.65M | 0.01% |
86,994
-3,605
| -4% | -$68.2K |
|
491
Innoviva
INVA
$1.25B
| $1.64M | 0.01% |
+145,503
| New | +$1.64M |
|
|
WBA
492
DELISTED
Walgreens Boots Alliance
WBA
| $1.61M | 0.01% |
46,562
-399,131
| -90% | -$13.8M |
|
493
Royal Gold
RGLD
$12.3B
| $1.6M | 0.01% |
12,371
-79,097
| -86% | -$10.3M |
|
494
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1.6M | 0.01% |
21,169
| – | – |
|
495
Alamos Gold
AGI
$13.8B
| $1.58M | 0.01% |
129,462
-738,574
| -85% | -$9.03M |
|
496
Domino's
DPZ
$15.2B
| $1.56M | 0.01% |
4,731
-7,115
| -60% | -$2.35M |
|
497
Commercial Metals
CMC
$6.58B
| $1.56M | 0.01% |
31,859
+9,669
| +44% | +$473K |
|
498
Vodafone
VOD
$28.2B
| $1.55M | 0.01% |
+140,536
| New | +$1.55M |
|
499
Equinix
EQIX
$77.1B
| $1.55M | 0.01% |
2,147
+47
| +2% | +$33.9K |
|
500
Healthpeak Properties
DOC
$12.6B
| $1.54M | 0.01% |
70,215
-112,668
| -62% | -$2.48M |
|