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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Markel Group
MKL
$24.3B
| $1.53M | 0.01% |
+1,237
| New | +$1.53M |
|
502
Essex Property Trust
ESS
$17B
| $1.53M | 0.01% |
+4,329
| New | +$1.53M |
|
503
Western Union
WU
$2.73B
| $1.51M | 0.01% |
84,860
-6,036
| -7% | -$108K |
|
504
Commerce Bancshares
CBSH
$8B
| $1.5M | 0.01% |
25,225
-30,208
| -54% | -$1.79M |
|
|
SILK
505
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $1.5M | 0.01% |
35,141
+1,687
| +5% | +$71.9K |
|
506
Magna International
MGA
$12.9B
| $1.48M | 0.01% |
18,269
-3,949
| -18% | -$320K |
|
|
TIGR
507
UP Fintech Holding
TIGR
$1.99B
| $1.46M | 0.01% |
297,429
+59,524
| +25% | +$292K |
|
508
Cullen/Frost Bankers
CFR
$8.11B
| $1.45M | 0.01% |
11,506
-13,627
| -54% | -$1.72M |
|
509
Calavo Growers
CVGW
$479M
| $1.44M | 0.01% |
33,924
+1,307
| +4% | +$55.4K |
|
510
Duke Energy
DUK
$94.4B
| $1.43M | 0.01% |
+13,593
| New | +$1.43M |
|
511
BOK Financial
BOKF
$7.02B
| $1.42M | 0.01% |
13,465
-13,885
| -51% | -$1.46M |
|
512
Microsoft
MSFT
$3.72T
| $1.41M | 0.01% |
4,205
-1,159
| -22% | -$390K |
|
513
Alexandria Real Estate Equities
ARE
$14.3B
| $1.41M | 0.01% |
+6,329
| New | +$1.41M |
|
514
Iron Mountain
IRM
$28.8B
| $1.41M | 0.01% |
+26,971
| New | +$1.41M |
|
515
Everest Group
EG
$14.3B
| $1.39M | 0.01% |
+5,062
| New | +$1.39M |
|
|
VRN
516
DELISTED
Veren
VRN
| $1.37M | 0.01% |
255,992
+23,324
| +10% | +$125K |
|
517
Alphabet (Google) Class A
GOOGL
$2.89T
| $1.36M | 0.01% |
9,380
-89,560
| -91% | -$13M |
|
|
RUTH
518
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.35M | 0.01% |
68,060
+3,896
| +6% | +$77.5K |
|
519
US Physical Therapy
USPH
$1.23B
| $1.35M | 0.01% |
14,117
+1,426
| +11% | +$136K |
|
520
Loews
L
$19.9B
| $1.34M | 0.01% |
+23,226
| New | +$1.34M |
|
521
GATX Corp
GATX
$6B
| $1.33M | 0.01% |
12,755
+6,088
| +91% | +$634K |
|
522
W.R. Berkley
WRB
$27.4B
| $1.33M | 0.01% |
+36,263
| New | +$1.33M |
|
523
Gildan
GIL
$8.08B
| $1.32M | 0.01% |
31,140
+13,160
| +73% | +$559K |
|
524
Leidos
LDOS
$23.1B
| $1.3M | 0.01% |
+14,651
| New | +$1.3M |
|
525
Erie Indemnity
ERIE
$17.3B
| $1.28M | 0.01% |
+6,656
| New | +$1.28M |
|