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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Mine Safety
MSA
$6.63B
| $1.11M | 0.01% |
+7,359
| New | +$1.11M |
|
|
ARNA
552
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.11M | 0.01% |
+11,945
| New | +$1.11M |
|
553
California Water Service
CWT
$2.72B
| $1.1M | 0.01% |
+15,331
| New | +$1.1M |
|
|
REGI
554
DELISTED
Renewable Energy Group, Inc.
REGI
| $1.1M | 0.01% |
+25,844
| New | +$1.1M |
|
555
ScottsMiracle-Gro
SMG
$3.5B
| $1.09M | 0.01% |
6,769
+5,004
| +284% | +$806K |
|
|
ATRI
556
DELISTED
Atrion Corp
ATRI
| $1.09M | 0.01% |
1,545
-280
| -15% | -$197K |
|
557
Macerich
MAC
$4.53B
| $1.09M | 0.01% |
62,898
-139
| -0.2% | -$2.4K |
|
558
Bank OZK
OZK
$5.89B
| $1.08M | 0.01% |
23,096
-27,505
| -54% | -$1.28M |
|
559
American Financial Group
AFG
$11.4B
| $1.07M | 0.01% |
+7,823
| New | +$1.07M |
|
560
LeMaitre Vascular
LMAT
$2.1B
| $1.07M | 0.01% |
21,354
+2,402
| +13% | +$121K |
|
561
Coty
COTY
$3.51B
| $1.06M | 0.01% |
+100,641
| New | +$1.06M |
|
562
EOG Resources
EOG
$65.7B
| $1.06M | 0.01% |
11,876
-4,151
| -26% | -$369K |
|
|
TSP
563
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $1.05M | 0.01% |
29,324
+1,133
| +4% | +$40.6K |
|
564
CMS Energy
CMS
$21.3B
| $1.05M | 0.01% |
+16,138
| New | +$1.05M |
|
565
Castle Biosciences
CSTL
$665M
| $1.05M | 0.01% |
24,424
-46
| -0.2% | -$1.97K |
|
566
Alcoa
AA
$8.01B
| $1.05M | 0.01% |
17,559
+1,162
| +7% | +$69.2K |
|
567
Darling Ingredients
DAR
$4.95B
| $1.05M | 0.01% |
+15,101
| New | +$1.05M |
|
568
The Joint Corp
JYNT
$157M
| $1.04M | 0.01% |
15,758
+3,308
| +27% | +$217K |
|
569
Agilent Technologies
A
$35.2B
| $1.03M | 0.01% |
6,466
+1,013
| +19% | +$162K |
|
570
Kinross Gold
KGC
$28B
| $1.03M | 0.01% |
176,920
-49,593
| -22% | -$288K |
|
571
Broadcom
AVGO
$1.74T
| $1.02M | 0.01% |
+15,390
| New | +$1.02M |
|
572
Meta Platforms (Facebook)
META
$1.89T
| $1.02M | 0.01% |
3,045
-23,172
| -88% | -$7.79M |
|
|
VRAY
573
DELISTED
ViewRay, Inc.
VRAY
| $1.02M | 0.01% |
184,383
+40,453
| +28% | +$223K |
|
|
FLG
574
Flagstar Financial, Inc.
FLG
$5.24B
| $1.01M | 0.01% |
27,506
-33,566
| -55% | -$1.23M |
|
575
Valley National Bancorp
VLY
$5.99B
| $1.01M | 0.01% |
73,091
-88,200
| -55% | -$1.21M |
|