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 |
Visa
V
|
+$129M |
| 2 |
Mondelez International
MDLZ
|
+$127M |
| 3 |
Johnson & Johnson
JNJ
|
+$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.1M |
| 5 |
Microsoft
MSFT
|
+$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
+$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$136M |
| 3 |
Walmart
WMT
|
+$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$85.9M |
| 5 |
JPMorgan Chase
JPM
|
+$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Gen Digital
GEN
$18.1B
| $2.37M | 0.01% |
117,882
+35,879
| +44% | +$723K |
|
527
Western Union
WU
$2.79B
| $2.34M | 0.01% |
173,285
+64,093
| +59% | +$865K |
|
528
Federated Hermes
FHI
$4.08B
| $2.34M | 0.01% |
70,544
+22,349
| +46% | +$740K |
|
529
Regency Centers
REG
$13.1B
| $2.33M | 0.01% |
43,218
+125
| +0.3% | +$6.73K |
|
530
Texas Instruments
TXN
$168B
| $2.32M | 0.01% |
14,972
-28,271
| -65% | -$4.38M |
|
531
Amgen
AMGN
$151B
| $2.31M | 0.01% |
10,244
-44,542
| -81% | -$10M |
|
532
Brink's
BCO
$4.82B
| $2.31M | 0.01% |
47,652
-10,405
| -18% | -$504K |
|
533
East-West Bancorp
EWBC
$14.9B
| $2.31M | 0.01% |
34,367
+22,999
| +202% | +$1.54M |
|
|
SBNY
534
DELISTED
Signature Bank
SBNY
| $2.3M | 0.01% |
15,216
+10,121
| +199% | +$1.53M |
|
535
Equinix
EQIX
$76.3B
| $2.29M | 0.01% |
4,018
-1,662
| -29% | -$946K |
|
536
Clearway Energy Class C
CWEN
$3.39B
| $2.28M | 0.01% |
71,688
-12,618
| -15% | -$402K |
|
537
Pediatrix Medical
MD
$1.48B
| $2.26M | 0.01% |
137,131
-117,084
| -46% | -$1.93M |
|
538
3M
MMM
$81.5B
| $2.26M | 0.01% |
24,447
-33,816
| -58% | -$3.12M |
|
539
PPL Corp
PPL
$26.4B
| $2.25M | 0.01% |
88,565
-44,337
| -33% | -$1.12M |
|
540
Snowflake
SNOW
$76.4B
| $2.22M | 0.01% |
13,079
-8,209
| -39% | -$1.4M |
|
541
RLX Technology
RLX
$3.33B
| $2.22M | 0.01% |
2,116,399
+112,262
| +6% | +$118K |
|
542
Seaboard Corp
SEB
$3.74B
| $2.22M | 0.01% |
653
| – | – |
|
543
SiriusXM
SIRI
$8.17B
| $2.21M | 0.01% |
38,641
-21,961
| -36% | -$1.25M |
|
544
CenterPoint Energy
CNP
$24.5B
| $2.2M | 0.01% |
77,968
+1,068
| +1% | +$30.1K |
|
545
Travelers Companies
TRV
$61.6B
| $2.16M | 0.01% |
14,127
-128,837
| -90% | -$19.7M |
|
546
Bloomin' Brands
BLMN
$588M
| $2.16M | 0.01% |
117,906
-97,934
| -45% | -$1.79M |
|
547
Simulations Plus
SLP
$285M
| $2.15M | 0.01% |
44,362
+30,795
| +227% | +$1.49M |
|
|
VIVO
548
DELISTED
Meridian Bioscience Inc
VIVO
| $2.15M | 0.01% |
68,149
-278
| -0.4% | -$8.77K |
|
549
Navient
NAVI
$1.34B
| $2.15M | 0.01% |
+145,999
| New | +$2.15M |
|
550
American Well
AMWL
$111M
| $2.14M | 0.01% |
29,837
+3,092
| +12% | +$222K |
|