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 MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Cracker Barrel
CBRL
$1.18B
| $1.67M | 0.01% |
24,787
-13,078
| -35% | -$879K |
|
527
Medifast
MED
$149M
| $1.64M | 0.01% |
21,926
+1,017
| +5% | +$76.1K |
|
528
Marvell Technology
MRVL
$54.6B
| $1.64M | 0.01% |
30,210
| – | – |
|
529
Addus HomeCare
ADUS
$2.08B
| $1.62M | 0.01% |
19,048
+1,581
| +9% | +$135K |
|
530
US Physical Therapy
USPH
$1.3B
| $1.62M | 0.01% |
17,651
+2,042
| +13% | +$187K |
|
531
Treehouse Foods
THS
$917M
| $1.61M | 0.01% |
36,984
-67,023
| -64% | -$2.92M |
|
532
Tandem Diabetes Care
TNDM
$850M
| $1.61M | 0.01% |
77,559
+8,010
| +12% | +$166K |
|
533
Hanover Insurance
THG
$6.35B
| $1.61M | 0.01% |
14,499
-15,215
| -51% | -$1.69M |
|
534
Public Service Enterprise Group
PEG
$40.5B
| $1.59M | 0.01% |
+27,860
| New | +$1.59M |
|
535
Gaming and Leisure Properties
GLPI
$13.7B
| $1.57M | 0.01% |
+34,543
| New | +$1.57M |
|
536
Occidental Petroleum
OXY
$45.2B
| $1.57M | 0.01% |
24,211
-108,164
| -82% | -$7.02M |
|
537
lululemon athletica
LULU
$19.9B
| $1.57M | 0.01% |
4,070
| – | – |
|
538
Principal Financial Group
PFG
$17.8B
| $1.56M | 0.01% |
21,630
+8,015
| +59% | +$578K |
|
539
Sempra
SRE
$52.9B
| $1.55M | 0.01% |
22,837
+2,377
| +12% | +$162K |
|
540
Snowflake
SNOW
$75.3B
| $1.55M | 0.01% |
10,150
+940
| +10% | +$144K |
|
541
Strategic Education
STRA
$1.96B
| $1.54M | 0.01% |
20,413
-25,560
| -56% | -$1.92M |
|
542
Air Products & Chemicals
APD
$64.5B
| $1.52M | 0.01% |
5,381
-63,913
| -92% | -$18.1M |
|
543
The Beauty Health Co
SKIN
$260M
| $1.52M | 0.01% |
252,280
+40,601
| +19% | +$244K |
|
544
Sea Limited
SE
$113B
| $1.52M | 0.01% |
34,483
-17,413
| -34% | -$765K |
|
545
Glaukos
GKOS
$5.39B
| $1.51M | 0.01% |
20,102
-40,503
| -67% | -$3.05M |
|
546
KKR & Co
KKR
$121B
| $1.5M | 0.01% |
24,410
| – | – |
|
547
Emcor
EME
$28B
| $1.49M | 0.01% |
+7,067
| New | +$1.49M |
|
548
Boston Properties
BXP
$12.2B
| $1.49M | 0.01% |
24,977
-8,741
| -26% | -$520K |
|
549
CrowdStrike
CRWD
$105B
| $1.48M | 0.01% |
8,868
-76
| -0.8% | -$12.7K |
|
550
Bright Horizons
BFAM
$6.64B
| $1.47M | 0.01% |
18,069
-61,920
| -77% | -$5.04M |
|