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 |
Walmart
WMT
|
+$230M |
| 2 |
Procter & Gamble
PG
|
+$207M |
| 3 |
Johnson & Johnson
JNJ
|
+$183M |
| 4 |
Coca-Cola
KO
|
+$139M |
| 5 |
PepsiCo
PEP
|
+$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$498M |
| 2 |
Mondelez International
MDLZ
|
+$107M |
| 3 |
Archer Daniels Midland
ADM
|
+$40.5M |
| 4 |
General Mills
GIS
|
+$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGEN
526
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.6M | 0.01% |
+10,118
| New | +$1.6M |
|
527
Western Union
WU
$2.79B
| $1.57M | 0.01% |
+68,191
| New | +$1.57M |
|
528
United Airlines
UAL
$34.2B
| $1.56M | 0.01% |
+29,860
| New | +$1.56M |
|
529
Eversource Energy
ES
$23.7B
| $1.55M | 0.01% |
+19,317
| New | +$1.55M |
|
530
US Physical Therapy
USPH
$1.28B
| $1.55M | 0.01% |
+13,361
| New | +$1.55M |
|
531
Qiagen
QGEN
$10.2B
| $1.53M | 0.01% |
+29,768
| New | +$1.53M |
|
532
Sempra
SRE
$52.4B
| $1.53M | 0.01% |
+23,016
| New | +$1.53M |
|
533
Inogen
INGN
$231M
| $1.52M | 0.01% |
+23,286
| New | +$1.52M |
|
|
PACW
534
DELISTED
PacWest Bancorp
PACW
| $1.5M | 0.01% |
36,499
+633
| +2% | +$26K |
|
|
RUTH
535
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.5M | 0.01% |
+64,945
| New | +$1.5M |
|
536
Commercial Metals
CMC
$6.54B
| $1.48M | 0.01% |
+48,205
| New | +$1.48M |
|
537
Mesa Laboratories
MLAB
$339M
| $1.45M | 0.01% |
+5,333
| New | +$1.45M |
|
538
Addus HomeCare
ADUS
$2.08B
| $1.44M | 0.01% |
+16,507
| New | +$1.44M |
|
539
Perrigo
PRGO
$3.07B
| $1.42M | 0.01% |
+30,922
| New | +$1.42M |
|
540
VeriSign
VRSN
$26.7B
| $1.37M | 0.01% |
6,000
-1,877
| -24% | -$427K |
|
541
Prologis
PLD
$104B
| $1.36M | 0.01% |
+11,360
| New | +$1.36M |
|
542
Willis Towers Watson
WTW
$32.1B
| $1.34M | 0.01% |
5,819
-140
| -2% | -$32.2K |
|
543
BCE
BCE
$22.6B
| $1.32M | 0.01% |
+26,676
| New | +$1.32M |
|
544
Liberty Broadband Class A
LBRDA
$8.64B
| $1.31M | 0.01% |
+7,777
| New | +$1.31M |
|
545
OrthoPediatrics
KIDS
$514M
| $1.3M | 0.01% |
+20,555
| New | +$1.3M |
|
546
SpartanNash
SPTN
$904M
| $1.29M | 0.01% |
+66,833
| New | +$1.29M |
|
547
Liberty Global Class C
LBTYK
$4B
| $1.28M | 0.01% |
+47,445
| New | +$1.28M |
|
548
Entegris
ENTG
$12.3B
| $1.24M | 0.01% |
+10,060
| New | +$1.24M |
|
549
SolarEdge
SEDG
$1.78B
| $1.24M | 0.01% |
+4,472
| New | +$1.24M |
|
550
Wheaton Precious Metals
WPM
$47.5B
| $1.22M | 0.01% |
27,572
-1,613
| -6% | -$71.2K |
|