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 | |
|---|---|---|---|---|---|---|
501
Beyond Meat
BYND
$191M
| $1.54M | 0.01% |
95,014
-22,289
| -19% | -$362K |
|
502
US Physical Therapy
USPH
$1.23B
| $1.54M | 0.01% |
15,737
+588
| +4% | +$57.6K |
|
503
HUTCHMED
HCM
$2.7B
| $1.54M | 0.01% |
118,245
-55,352
| -32% | -$721K |
|
|
NVRO
504
DELISTED
NEVRO CORP.
NVRO
| $1.54M | 0.01% |
42,501
+1,566
| +4% | +$56.6K |
|
505
Agnico Eagle Mines
AEM
$76.8B
| $1.53M | 0.01% |
30,086
-110,163
| -79% | -$5.62M |
|
506
Itron
ITRI
$5.41B
| $1.52M | 0.01% |
27,348
+149
| +0.5% | +$8.26K |
|
|
JNPR
507
DELISTED
Juniper Networks
JNPR
| $1.49M | 0.01% |
+43,284
| New | +$1.49M |
|
508
lululemon athletica
LULU
$19.4B
| $1.48M | 0.01% |
4,070
| – | – |
|
509
Worthington Enterprises
WOR
$3.22B
| $1.48M | 0.01% |
+37,098
| New | +$1.48M |
|
510
Freshpet
FRPT
$2.61B
| $1.48M | 0.01% |
22,339
-33,038
| -60% | -$2.19M |
|
511
Simulations Plus
SLP
$280M
| $1.47M | 0.01% |
33,409
-555
| -2% | -$24.4K |
|
512
Harley-Davidson
HOG
$3.65B
| $1.45M | 0.01% |
+38,314
| New | +$1.45M |
|
513
AGNC Investment
AGNC
$10.7B
| $1.44M | 0.01% |
142,974
-68,439
| -32% | -$690K |
|
514
Advance Auto Parts
AAP
$3.55B
| $1.43M | 0.01% |
+11,800
| New | +$1.43M |
|
515
MGIC Investment
MTG
$6.54B
| $1.41M | 0.01% |
105,052
-119,403
| -53% | -$1.6M |
|
516
Avnet
AVT
$4.5B
| $1.4M | 0.01% |
31,028
-30,363
| -49% | -$1.37M |
|
517
Penske Automotive Group
PAG
$12.2B
| $1.39M | 0.01% |
9,807
+5,162
| +111% | +$732K |
|
518
Jack in the Box
JACK
$345M
| $1.37M | 0.01% |
15,662
-21,694
| -58% | -$1.9M |
|
519
Telus
TU
$24.1B
| $1.37M | 0.01% |
+68,933
| New | +$1.37M |
|
520
Vornado Realty Trust
VNO
$7.77B
| $1.34M | 0.01% |
87,038
-20,772
| -19% | -$319K |
|
521
Sempra
SRE
$53.5B
| $1.33M | 0.01% |
17,646
-206,826
| -92% | -$15.6M |
|
522
Marvell Technology
MRVL
$57.8B
| $1.31M | 0.01% |
30,210
| – | – |
|
523
John B. Sanfilippo & Son
JBSS
$724M
| $1.3M | 0.01% |
13,447
-2,281
| -15% | -$221K |
|
524
Health Catalyst
HCAT
$229M
| $1.3M | 0.01% |
111,434
-932
| -0.8% | -$10.9K |
|
|
MODV
525
DELISTED
ModivCare
MODV
| $1.3M | 0.01% |
15,438
+544
| +4% | +$45.7K |
|