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 | |
|---|---|---|---|---|---|---|
601
Freeport-McMoran
FCX
$64.4B
| $836K | ﹤0.01% |
+20,034
| New | +$836K |
|
602
Apple
AAPL
$3.37T
| $835K | ﹤0.01% |
4,703
-72,897
| -94% | -$12.9M |
|
603
Amdocs
DOX
$9.23B
| $834K | ﹤0.01% |
+11,138
| New | +$834K |
|
604
Ingredion
INGR
$8.08B
| $827K | ﹤0.01% |
+8,560
| New | +$827K |
|
605
Assurant
AIZ
$10.6B
| $825K | ﹤0.01% |
+5,293
| New | +$825K |
|
606
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $825K | ﹤0.01% |
7,600
| – | – |
|
|
CSII
607
DELISTED
Cardiovascular Systems, Inc.
CSII
| $819K | ﹤0.01% |
43,598
+3,678
| +9% | +$69.1K |
|
608
Service Corp International
SCI
$11B
| $815K | ﹤0.01% |
+11,481
| New | +$815K |
|
609
Essential Utilities
WTRG
$10.6B
| $811K | ﹤0.01% |
+15,107
| New | +$811K |
|
610
Cross Country Healthcare
CCRN
$455M
| $804K | ﹤0.01% |
+28,975
| New | +$804K |
|
611
US Foods
USFD
$17.5B
| $790K | ﹤0.01% |
+22,690
| New | +$790K |
|
612
Atmos Energy
ATO
$26.3B
| $783K | ﹤0.01% |
7,472
-3,200
| -30% | -$335K |
|
613
Post Holdings
POST
$5.69B
| $780K | ﹤0.01% |
+10,577
| New | +$780K |
|
614
National Research Corp
NRC
$366M
| $768K | ﹤0.01% |
18,498
-3,777
| -17% | -$157K |
|
615
Vroom, Inc. Common Stock
VRM
$131M
| $768K | ﹤0.01% |
889
-375
| -30% | -$324K |
|
616
SI-BONE Inc
SIBN
$676M
| $757K | ﹤0.01% |
34,074
-1,194
| -3% | -$26.5K |
|
617
Flex
FLEX
$21.7B
| $719K | ﹤0.01% |
52,075
-15
| -0% | -$207 |
|
618
Old Republic International
ORI
$9.92B
| $697K | ﹤0.01% |
+28,376
| New | +$697K |
|
619
OraSure Technologies
OSUR
$238M
| $686K | ﹤0.01% |
78,969
+2,191
| +3% | +$19K |
|
620
Steel Dynamics
STLD
$19.5B
| $658K | ﹤0.01% |
10,594
-4,343
| -29% | -$270K |
|
621
Federated Hermes
FHI
$4.1B
| $651K | ﹤0.01% |
17,322
-20,916
| -55% | -$786K |
|
622
Oneok
OKE
$46.2B
| $648K | ﹤0.01% |
+11,021
| New | +$648K |
|
623
Gaotu Techedu
GOTU
$865M
| $620K | ﹤0.01% |
319,422
+22,906
| +8% | +$44.5K |
|
624
NiSource
NI
$19.2B
| $608K | ﹤0.01% |
+22,025
| New | +$608K |
|
625
Associated Banc-Corp
ASB
$4.36B
| $605K | ﹤0.01% |
26,782
-33,322
| -55% | -$753K |
|