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 | |
|---|---|---|---|---|---|---|
526
Healthpeak Properties
DOC
$12.7B
| $1.4M | 0.01% |
69,685
-530
| -0.8% | -$10.7K |
|
527
Cadence Design Systems
CDNS
$98.3B
| $1.39M | 0.01% |
+5,940
| New | +$1.39M |
|
528
UFP Technologies
UFPT
$1.59B
| $1.39M | 0.01% |
7,172
-505
| -7% | -$97.9K |
|
529
Jazz Pharmaceuticals
JAZZ
$7.88B
| $1.39M | 0.01% |
+11,177
| New | +$1.39M |
|
530
KKR & Co
KKR
$124B
| $1.37M | 0.01% |
+24,410
| New | +$1.37M |
|
|
B
531
Barrick Mining Corporation
B
$49.5B
| $1.36M | 0.01% |
80,129
-56,186
| -41% | -$952K |
|
|
SILK
532
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $1.35M | 0.01% |
41,583
-4,040
| -9% | -$131K |
|
533
Simulations Plus
SLP
$285M
| $1.35M | 0.01% |
31,052
-2,357
| -7% | -$102K |
|
534
Health Catalyst
HCAT
$238M
| $1.34M | 0.01% |
107,217
-4,217
| -4% | -$52.7K |
|
535
Armstrong World Industries
AWI
$8.52B
| $1.33M | 0.01% |
18,125
+14,459
| +394% | +$1.06M |
|
536
Terreno Realty
TRNO
$6.07B
| $1.32M | 0.01% |
+21,904
| New | +$1.32M |
|
537
CrowdStrike
CRWD
$107B
| $1.31M | 0.01% |
8,944
+1,804
| +25% | +$265K |
|
|
WIRE
538
DELISTED
Encore Wire Corp
WIRE
| $1.31M | 0.01% |
+7,033
| New | +$1.31M |
|
539
LPL Financial
LPLA
$27.2B
| $1.3M | 0.01% |
+5,960
| New | +$1.3M |
|
540
Sealed Air
SEE
$4.86B
| $1.3M | 0.01% |
32,382
-37,947
| -54% | -$1.52M |
|
541
Graphic Packaging
GPK
$6.24B
| $1.29M | 0.01% |
53,820
-44,587
| -45% | -$1.07M |
|
542
Worthington Enterprises
WOR
$3.23B
| $1.29M | 0.01% |
30,020
-7,078
| -19% | -$303K |
|
543
Avanos Medical
AVNS
$577M
| $1.27M | 0.01% |
49,858
-6,381
| -11% | -$163K |
|
544
Rexford Industrial Realty
REXR
$10.2B
| $1.27M | 0.01% |
+24,264
| New | +$1.27M |
|
545
Ralph Lauren
RL
$18.7B
| $1.27M | 0.01% |
10,269
+1,079
| +12% | +$133K |
|
546
Guardant Health
GH
$7.5B
| $1.27M | 0.01% |
35,349
-86
| -0.2% | -$3.08K |
|
547
Cavco Industries
CVCO
$4.32B
| $1.24M | 0.01% |
+4,220
| New | +$1.24M |
|
548
United Parks & Resorts
PRKS
$2.9B
| $1.24M | 0.01% |
22,204
+13,727
| +162% | +$769K |
|
549
Alamos Gold
AGI
$13.8B
| $1.24M | 0.01% |
103,687
-25,775
| -20% | -$307K |
|
550
Travelers Companies
TRV
$61.8B
| $1.22M | 0.01% |
7,007
+3,417
| +95% | +$593K |
|