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 |
Walmart
WMT
|
+$230M |
| 2 |
Procter & Gamble
PG
|
+$207M |
| 3 |
Johnson & Johnson
JNJ
|
+$183M |
| 4 |
Coca-Cola
KO
|
+$139M |
| 5 |
PepsiCo
PEP
|
+$130M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$498M |
| 2 |
Mondelez International
MDLZ
|
+$107M |
| 3 |
Archer Daniels Midland
ADM
|
+$40.5M |
| 4 |
General Mills
GIS
|
+$40.1M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$39.3M |
Sector Composition
| 1 | Consumer Staples | 28.4% |
| 2 | Healthcare | 17.39% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Financials | 5.24% |
| 5 | Technology | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRN
576
DELISTED
Veren
VRN
| $1.07M | 0.01% |
235,395
-146
| -0.1% | -$661 |
|
577
Cerus
CERS
$228M
| $1.06M | 0.01% |
+179,798
| New | +$1.06M |
|
578
National Research Corp
NRC
$364M
| $1.06M | 0.01% |
+23,137
| New | +$1.06M |
|
579
RELX
RELX
$82.5B
| $1.05M | 0.01% |
+39,482
| New | +$1.05M |
|
580
Agnico Eagle Mines
AEM
$77B
| $1.05M | 0.01% |
17,333
-849
| -5% | -$51.4K |
|
581
Alnylam Pharmaceuticals
ALNY
$61.1B
| $1.03M | 0.01% |
+6,099
| New | +$1.03M |
|
582
Alphabet (Google) Class A
GOOGL
$2.89T
| $1.03M | 0.01% |
8,400
-20
| -0.2% | -$2.44K |
|
|
COUP
583
DELISTED
Coupa Software Incorporated
COUP
| $1.02M | 0.01% |
+3,888
| New | +$1.02M |
|
|
WRK
584
DELISTED
WestRock Company
WRK
| $1.01M | 0.01% |
+19,035
| New | +$1.01M |
|
|
VIVO
585
DELISTED
Meridian Bioscience Inc
VIVO
| $1.01M | 0.01% |
+45,640
| New | +$1.01M |
|
|
BNR
586
Burning Rock Biotech
BNR
$99.8M
| $1M | 0.01% |
+3,396
| New | +$1M |
|
|
JOBS
587
DELISTED
51job, Inc.
JOBS
| $995K | 0.01% |
12,796
-13,629
| -52% | -$1.06M |
|
588
Atmos Energy
ATO
$26.4B
| $992K | 0.01% |
+10,317
| New | +$992K |
|
589
Gen Digital
GEN
$18.1B
| $992K | 0.01% |
+36,442
| New | +$992K |
|
590
Alexandria Real Estate Equities
ARE
$14.4B
| $990K | 0.01% |
+5,441
| New | +$990K |
|
591
Schlumberger
SLB
$53.7B
| $988K | 0.01% |
30,868
+13,540
| +78% | +$433K |
|
592
Kinder Morgan
KMI
$60.6B
| $978K | 0.01% |
53,632
-16,042
| -23% | -$293K |
|
593
Tyler Technologies
TYL
$23.6B
| $975K | 0.01% |
+2,156
| New | +$975K |
|
594
Vornado Realty Trust
VNO
$7.72B
| $972K | 0.01% |
20,829
+12,344
| +145% | +$576K |
|
595
Transmedics
TMDX
$3.65B
| $969K | 0.01% |
+29,205
| New | +$969K |
|
596
B2Gold
BTG
$5.77B
| $964K | 0.01% |
229,594
-26,691
| -10% | -$112K |
|
597
WaFd
WAFD
$2.48B
| $963K | 0.01% |
30,293
+1,316
| +5% | +$41.8K |
|
598
Skechers
SKX
$9.5B
| $956K | 0.01% |
+19,195
| New | +$956K |
|
599
Floor & Decor
FND
$9.11B
| $953K | 0.01% |
+9,015
| New | +$953K |
|
|
AUY
600
DELISTED
Yamana Gold, Inc.
AUY
| $948K | 0.01% |
224,857
-1,612
| -0.7% | -$6.8K |
|