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 | |
|---|---|---|---|---|---|---|
551
STAAR Surgical
STAA
$1.37B
| $1.1M | 0.01% |
17,274
-39,316
| -69% | -$2.51M |
|
552
AdaptHealth
AHCO
$1.24B
| $1.1M | 0.01% |
88,636
+4,899
| +6% | +$60.9K |
|
553
Mesa Laboratories
MLAB
$328M
| $1.1M | 0.01% |
6,275
+239
| +4% | +$41.8K |
|
554
Outset Medical
OM
$239M
| $1.08M | 0.01% |
3,901
+138
| +4% | +$38.1K |
|
555
Ralph Lauren
RL
$18.9B
| $1.07M | 0.01% |
+9,190
| New | +$1.07M |
|
556
American Well
AMWL
$106M
| $1.06M | 0.01% |
22,514
-334
| -1% | -$15.8K |
|
|
OSH
557
DELISTED
Oak Street Health, Inc.
OSH
| $1.05M | 0.01% |
27,088
-4,765
| -15% | -$184K |
|
|
ATRI
558
DELISTED
Atrion Corp
ATRI
| $1.03M | 0.01% |
1,648
+46
| +3% | +$28.9K |
|
559
AMC Networks
AMCX
$325M
| $1.01M | 0.01% |
+57,697
| New | +$1.01M |
|
560
National Research Corp
NRC
$365M
| $1.01M | 0.01% |
23,162
+788
| +4% | +$34.3K |
|
561
Microchip Technology
MCHP
$35B
| $1M | 0.01% |
+11,959
| New | +$1M |
|
562
Walt Disney
DIS
$208B
| $999K | 0.01% |
+9,976
| New | +$999K |
|
563
UFP Technologies
UFPT
$1.54B
| $997K | 0.01% |
+7,677
| New | +$997K |
|
|
CSII
564
DELISTED
Cardiovascular Systems, Inc.
CSII
| $985K | 0.01% |
49,578
+1,897
| +4% | +$37.7K |
|
565
CrowdStrike
CRWD
$106B
| $980K | 0.01% |
7,140
| – | – |
|
566
Alkermes
ALKS
$4.42B
| $972K | 0.01% |
34,491
-6,046
| -15% | -$170K |
|
567
National Healthcare
NHC
$1.76B
| $961K | 0.01% |
16,553
+620
| +4% | +$36K |
|
568
Robert Half
RHI
$3.57B
| $960K | 0.01% |
+11,917
| New | +$960K |
|
569
Western Union
WU
$2.75B
| $958K | 0.01% |
85,915
-74,545
| -46% | -$831K |
|
570
SL Green Realty
SLG
$4.29B
| $948K | 0.01% |
40,313
-12,780
| -24% | -$301K |
|
571
FIGS
FIGS
$1.09B
| $933K | 0.01% |
150,687
+5,490
| +4% | +$34K |
|
572
GoodRx Holdings
GDRX
$1.42B
| $932K | 0.01% |
149,062
-52,153
| -26% | -$326K |
|
573
Carter's
CRI
$1.04B
| $922K | 0.01% |
+12,819
| New | +$922K |
|
574
Benchmark Electronics
BHE
$1.43B
| $921K | 0.01% |
+38,881
| New | +$921K |
|
575
MINISO
MNSO
$7.71B
| $920K | 0.01% |
+51,837
| New | +$920K |
|