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 | |
|---|---|---|---|---|---|---|
476
STAAR Surgical
STAA
$1.38B
| $2.33M | 0.01% |
57,992
+41,949
| +261% | +$1.69M |
|
477
SBA Communications
SBAC
$21.2B
| $2.33M | 0.01% |
+11,628
| New | +$2.33M |
|
478
Carter's
CRI
$1.05B
| $2.31M | 0.01% |
33,406
+21,175
| +173% | +$1.46M |
|
|
NXGN
479
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $2.31M | 0.01% |
97,308
-6,626
| -6% | -$157K |
|
480
Weibo
WB
$2.87B
| $2.31M | 0.01% |
183,907
-1,593
| -0.9% | -$20K |
|
|
JNPR
481
DELISTED
Juniper Networks
JNPR
| $2.3M | 0.01% |
82,916
-14,762
| -15% | -$410K |
|
482
Stifel
SF
$11.5B
| $2.3M | 0.01% |
+37,378
| New | +$2.3M |
|
483
National Beverage
FIZZ
$3.75B
| $2.28M | 0.01% |
48,595
+2,601
| +6% | +$122K |
|
484
Perdoceo Education
PRDO
$2.14B
| $2.27M | 0.01% |
133,038
+4,163
| +3% | +$71.2K |
|
485
Vertiv
VRT
$47.4B
| $2.27M | 0.01% |
+60,975
| New | +$2.27M |
|
486
Cabot Corp
CBT
$4.31B
| $2.21M | 0.01% |
+31,937
| New | +$2.21M |
|
487
Sweetgreen
SG
$1.06B
| $2.18M | 0.01% |
185,408
+60,128
| +48% | +$707K |
|
488
Freeport-McMoran
FCX
$66.5B
| $2.17M | 0.01% |
58,243
-77,426
| -57% | -$2.89M |
|
489
Tootsie Roll Industries
TR
$2.97B
| $2.17M | 0.01% |
77,158
+21,067
| +38% | +$593K |
|
490
HP
HPQ
$27.4B
| $2.16M | 0.01% |
83,955
+24,139
| +40% | +$620K |
|
491
Viatris
VTRS
$12.2B
| $2.14M | 0.01% |
216,552
-118,407
| -35% | -$1.17M |
|
|
VMW
492
DELISTED
VMware, Inc
VMW
| $2.13M | 0.01% |
12,808
+149
| +1% | +$24.8K |
|
493
CorVel
CRVL
$4.39B
| $2.13M | 0.01% |
32,433
+2,697
| +9% | +$177K |
|
494
Ingles Markets
IMKTA
$1.34B
| $2.1M | 0.01% |
27,908
+1,376
| +5% | +$104K |
|
495
Xylem
XYL
$34.2B
| $2.08M | 0.01% |
22,890
-1,430
| -6% | -$130K |
|
496
ASGN Inc
ASGN
$2.32B
| $2.06M | 0.01% |
25,211
+21,720
| +622% | +$1.77M |
|
497
Plug Power
PLUG
$1.69B
| $2.04M | 0.01% |
+267,980
| New | +$2.04M |
|
498
Progress Software
PRGS
$1.88B
| $2.03M | 0.01% |
+38,643
| New | +$2.03M |
|
499
Lamar Advertising Co
LAMR
$13B
| $2.03M | 0.01% |
+24,296
| New | +$2.03M |
|
500
Jabil
JBL
$22.5B
| $2.03M | 0.01% |
+15,982
| New | +$2.03M |
|