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 S&P 500 ETF
IVV
|
+$82.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$58.6M |
| 3 |
Merck
MRK
|
+$51.7M |
| 4 |
Pinduoduo
PDD
|
+$40.7M |
| 5 |
Philip Morris
PM
|
+$35.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$162M |
| 2 |
Meta Platforms (Facebook)
META
|
+$133M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$87.5M |
| 4 |
Eli Lilly
LLY
|
+$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
+$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Agilent Technologies
A
$35.8B
| $1.61M | 0.01% |
13,384
+4,645
| +53% | +$559K |
|
502
Sweetgreen
SG
$1.03B
| $1.61M | 0.01% |
+125,280
| New | +$1.61M |
|
503
Eastman Chemical
EMN
$7.76B
| $1.6M | 0.01% |
+19,170
| New | +$1.6M |
|
504
Pilgrim's Pride
PPC
$10.4B
| $1.6M | 0.01% |
74,483
-6,704
| -8% | -$144K |
|
505
Perdoceo Education
PRDO
$2.17B
| $1.58M | 0.01% |
128,875
-4,486
| -3% | -$55K |
|
506
B2Gold
BTG
$5.6B
| $1.56M | 0.01% |
438,162
+284,149
| +184% | +$1.01M |
|
|
MDRX
507
DELISTED
Veradigm Inc. Common Stock
MDRX
| $1.56M | 0.01% |
124,036
-10,946
| -8% | -$138K |
|
508
PROG Holdings
PRG
$1.38B
| $1.56M | 0.01% |
48,468
-43,870
| -48% | -$1.41M |
|
509
Mine Safety
MSA
$6.61B
| $1.54M | 0.01% |
8,877
-564
| -6% | -$98.1K |
|
510
lululemon athletica
LULU
$19.6B
| $1.54M | 0.01% |
4,070
| – | – |
|
511
Clarivate
CLVT
$2.96B
| $1.54M | 0.01% |
+161,512
| New | +$1.54M |
|
512
Jack in the Box
JACK
$377M
| $1.53M | 0.01% |
15,726
+64
| +0.4% | +$6.24K |
|
513
Essential Utilities
WTRG
$10.7B
| $1.52M | 0.01% |
37,973
-2,283
| -6% | -$91.1K |
|
514
Sempra
SRE
$52.4B
| $1.49M | 0.01% |
20,460
+2,814
| +16% | +$205K |
|
515
Equity Lifestyle Properties
ELS
$11.9B
| $1.48M | 0.01% |
22,150
+18,429
| +495% | +$1.23M |
|
516
Telus
TU
$25B
| $1.48M | 0.01% |
75,722
+6,789
| +10% | +$132K |
|
517
LeMaitre Vascular
LMAT
$2.16B
| $1.46M | 0.01% |
21,668
-2,279
| -10% | -$153K |
|
518
Weyerhaeuser
WY
$18.2B
| $1.45M | 0.01% |
43,392
+3,958
| +10% | +$133K |
|
519
New Oriental
EDU
$8.51B
| $1.44M | 0.01% |
36,368
-868,857
| -96% | -$34.3M |
|
520
Sally Beauty Holdings
SBH
$1.45B
| $1.43M | 0.01% |
116,111
-162
| -0.1% | -$2K |
|
521
Avnet
AVT
$4.43B
| $1.43M | 0.01% |
28,408
-2,620
| -8% | -$132K |
|
522
United Parcel Service
UPS
$71.5B
| $1.43M | 0.01% |
7,975
-109,401
| -93% | -$19.6M |
|
523
Astrana Health
ASTH
$1.4B
| $1.43M | 0.01% |
45,144
-5,129
| -10% | -$162K |
|
524
ODP
ODP
$621M
| $1.42M | 0.01% |
30,339
+11,788
| +64% | +$552K |
|
525
Freshpet
FRPT
$2.78B
| $1.41M | 0.01% |
21,452
-887
| -4% | -$58.4K |
|