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 S&P 500 ETF
IVV
|
+$218M |
| 2 |
CVS Health
CVS
|
+$179M |
| 3 |
Mastercard
MA
|
+$142M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$103M |
| 5 |
Meta Platforms (Facebook)
META
|
+$92.8M |
Top Sells
| 1 |
Alibaba
BABA
|
+$814M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$729M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$303M |
| 4 |
SPDR Gold Trust
GLD
|
+$135M |
| 5 |
JD.com
JD
|
+$124M |
Sector Composition
| 1 | Consumer Staples | 25.98% |
| 2 | Healthcare | 19.03% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGR
601
DELISTED
Avangrid, Inc.
AGR
| $3.04M | 0.01% |
65,863
+19,189
| +41% | +$885K |
|
602
Etsy
ETSY
$5.66B
| $3.02M | 0.01% |
41,185
+34,643
| +530% | +$2.54M |
|
603
Snowflake
SNOW
$76.3B
| $2.96M | 0.01% |
21,288
+4,160
| +24% | +$578K |
|
604
Clearway Energy Class C
CWEN
$3.36B
| $2.94M | 0.01% |
84,306
+3,240
| +4% | +$113K |
|
605
AtriCure
ATRC
$1.73B
| $2.93M | 0.01% |
71,769
+6,983
| +11% | +$285K |
|
606
Unum
UNM
$12.4B
| $2.93M | 0.01% |
86,154
+49,191
| +133% | +$1.67M |
|
607
TE Connectivity
TEL
$62.3B
| $2.91M | 0.01% |
25,689
-166,223
| -87% | -$18.8M |
|
608
Spectrum Brands
SPB
$1.32B
| $2.82M | 0.01% |
34,388
-56,202
| -62% | -$4.61M |
|
|
IMAB
609
I-MAB
IMAB
$284M
| $2.82M | 0.01% |
249,523
-62,475
| -20% | -$706K |
|
610
Under Armour
UAA
$2.12B
| $2.81M | 0.01% |
337,860
+41,260
| +14% | +$344K |
|
611
iRobot
IRBT
$108M
| $2.81M | 0.01% |
76,460
+3,883
| +5% | +$143K |
|
612
Edison International
EIX
$20.8B
| $2.8M | 0.01% |
44,257
-12,129
| -22% | -$767K |
|
613
Motorola Solutions
MSI
$80.5B
| $2.8M | 0.01% |
13,346
-84,228
| -86% | -$17.7M |
|
614
Iron Mountain
IRM
$29.1B
| $2.78M | 0.01% |
57,184
+8,360
| +17% | +$407K |
|
615
Philip Morris
PM
$255B
| $2.76M | 0.01% |
27,897
-599,554
| -96% | -$59.2M |
|
|
NXGN
616
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $2.73M | 0.01% |
156,342
+8,245
| +6% | +$144K |
|
617
U-Haul Holding Co
UHAL
$10.9B
| $2.64M | 0.01% |
55,270
+3,550
| +7% | +$170K |
|
618
Atmos Energy
ATO
$26.4B
| $2.64M | 0.01% |
23,561
+7,669
| +48% | +$860K |
|
|
OSH
619
DELISTED
Oak Street Health, Inc.
OSH
| $2.62M | 0.01% |
159,384
-15,823
| -9% | -$260K |
|
620
Post Holdings
POST
$5.69B
| $2.61M | 0.01% |
31,716
+23,688
| +295% | +$1.95M |
|
621
Electronic Arts
EA
$42.3B
| $2.6M | 0.01% |
21,345
-97,716
| -82% | -$11.9M |
|
622
Vornado Realty Trust
VNO
$7.65B
| $2.59M | 0.01% |
90,595
+3,072
| +4% | +$87.8K |
|
623
Alliant Energy
LNT
$16.4B
| $2.58M | 0.01% |
44,016
+13,167
| +43% | +$772K |
|
624
Evergy
EVRG
$16.4B
| $2.57M | 0.01% |
39,447
+11,026
| +39% | +$719K |
|
625
Regency Centers
REG
$13.1B
| $2.56M | 0.01% |
43,093
-43,000
| -50% | -$2.55M |
|