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 | |
|---|---|---|---|---|---|---|
526
Salesforce
CRM
$231B
| $1.28M | 0.01% |
+6,419
| New | +$1.28M |
|
|
ZH
527
Zhihu
ZH
$449M
| $1.28M | 0.01% |
+168,138
| New | +$1.28M |
|
528
HP
HPQ
$26.5B
| $1.27M | 0.01% |
43,301
-12,277
| -22% | -$360K |
|
529
Matsons
MATX
$3.28B
| $1.26M | 0.01% |
21,147
+16,102
| +319% | +$961K |
|
530
Avery Dennison
AVY
$12.8B
| $1.26M | 0.01% |
7,046
-14,471
| -67% | -$2.59M |
|
531
Mine Safety
MSA
$6.63B
| $1.26M | 0.01% |
9,441
+3,095
| +49% | +$413K |
|
532
Element Solutions
ESI
$6.24B
| $1.25M | 0.01% |
+64,526
| New | +$1.25M |
|
533
TEGNA Inc
TGNA
$3.37B
| $1.24M | 0.01% |
+73,436
| New | +$1.24M |
|
534
Tootsie Roll Industries
TR
$2.88B
| $1.24M | 0.01% |
29,183
-5,330
| -15% | -$226K |
|
535
LeMaitre Vascular
LMAT
$2.1B
| $1.23M | 0.01% |
23,947
+975
| +4% | +$50.2K |
|
|
HSKA
536
DELISTED
Heska Corp
HSKA
| $1.22M | 0.01% |
12,534
+458
| +4% | +$44.7K |
|
537
Accenture
ACN
$151B
| $1.22M | 0.01% |
4,254
-42,459
| -91% | -$12.1M |
|
538
Agilent Technologies
A
$35.2B
| $1.21M | 0.01% |
8,739
+249
| +3% | +$34.4K |
|
539
Royalty Pharma
RPRX
$15.6B
| $1.2M | 0.01% |
33,437
-5,656
| -14% | -$204K |
|
540
BJ's Restaurants
BJRI
$691M
| $1.19M | 0.01% |
40,932
-2,489
| -6% | -$72.5K |
|
541
Weyerhaeuser
WY
$18.1B
| $1.19M | 0.01% |
39,434
+2,597
| +7% | +$78.2K |
|
542
Alexandria Real Estate Equities
ARE
$14.3B
| $1.19M | 0.01% |
9,459
-9,097
| -49% | -$1.14M |
|
543
Arista Networks
ANET
$189B
| $1.17M | 0.01% |
27,888
+5,516
| +25% | +$231K |
|
|
ACCD
544
DELISTED
Accolade, Inc. Common Stock
ACCD
| $1.16M | 0.01% |
80,708
+3,883
| +5% | +$55.8K |
|
545
Aptiv
APTV
$17.8B
| $1.15M | 0.01% |
10,283
+4,198
| +69% | +$471K |
|
546
Interpublic Group of Companies
IPG
$9.51B
| $1.15M | 0.01% |
+30,789
| New | +$1.15M |
|
547
Sleep Number
SNBR
$211M
| $1.14M | 0.01% |
+37,503
| New | +$1.14M |
|
548
HF Sinclair
DINO
$9.57B
| $1.11M | 0.01% |
+23,014
| New | +$1.11M |
|
549
Semtech
SMTC
$5.36B
| $1.11M | 0.01% |
46,065
+23,092
| +101% | +$557K |
|
550
Cross Country Healthcare
CCRN
$455M
| $1.11M | 0.01% |
49,785
+8,367
| +20% | +$187K |
|