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 | |
|---|---|---|---|---|---|---|
601
Best Buy
BBY
$16.1B
| $723K | ﹤0.01% |
+9,231
| New | +$723K |
|
|
VRAY
602
DELISTED
ViewRay, Inc.
VRAY
| $722K | ﹤0.01% |
208,568
+7,320
| +4% | +$25.3K |
|
603
Dick's Sporting Goods
DKS
$18.2B
| $721K | ﹤0.01% |
5,083
-11,579
| -69% | -$1.64M |
|
604
Gen Digital
GEN
$18.2B
| $721K | ﹤0.01% |
42,011
-27,533
| -40% | -$472K |
|
605
M&T Bank
MTB
$31.1B
| $720K | ﹤0.01% |
6,022
-43,595
| -88% | -$5.21M |
|
|
DFS
606
DELISTED
Discover Financial Services
DFS
| $714K | ﹤0.01% |
7,219
-176
| -2% | -$17.4K |
|
607
Dominion Energy
D
$50.3B
| $704K | ﹤0.01% |
12,589
-261,905
| -95% | -$14.6M |
|
608
SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
| $696K | ﹤0.01% |
7,497
| – | – |
|
609
Rogers Communications
RCI
$19.1B
| $695K | ﹤0.01% |
+15,023
| New | +$695K |
|
610
Autoliv
ALV
$9.57B
| $680K | ﹤0.01% |
7,286
+51
| +0.7% | +$4.76K |
|
611
ManpowerGroup
MAN
$1.75B
| $676K | ﹤0.01% |
+8,186
| New | +$676K |
|
612
Darling Ingredients
DAR
$4.96B
| $663K | ﹤0.01% |
11,359
+767
| +7% | +$44.8K |
|
613
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.46B
| $652K | ﹤0.01% |
+22,799
| New | +$652K |
|
614
Charles River Laboratories
CRL
$7.67B
| $642K | ﹤0.01% |
3,182
-263
| -8% | -$53.1K |
|
615
Alliant Energy
LNT
$16.4B
| $640K | ﹤0.01% |
11,994
-30,668
| -72% | -$1.64M |
|
616
Open Text
OTEX
$8.89B
| $639K | ﹤0.01% |
16,580
-108,306
| -87% | -$4.17M |
|
617
International Flavors & Fragrances
IFF
$16.4B
| $628K | ﹤0.01% |
+6,832
| New | +$628K |
|
618
Welltower
WELL
$113B
| $624K | ﹤0.01% |
8,707
-12,700
| -59% | -$910K |
|
619
Cerus
CERS
$236M
| $622K | ﹤0.01% |
209,284
+6,067
| +3% | +$18K |
|
620
Travelers Companies
TRV
$61B
| $615K | ﹤0.01% |
3,590
-134,938
| -97% | -$23.1M |
|
621
Korn Ferry
KFY
$3.85B
| $612K | ﹤0.01% |
+11,823
| New | +$612K |
|
622
PennyMac Financial
PFSI
$6.28B
| $611K | ﹤0.01% |
+10,245
| New | +$611K |
|
623
Brink's
BCO
$4.78B
| $611K | ﹤0.01% |
9,140
-17,210
| -65% | -$1.15M |
|
624
Bausch Health
BHC
$2.66B
| $609K | ﹤0.01% |
75,207
-9,158
| -11% | -$74.1K |
|
625
B2Gold
BTG
$5.69B
| $608K | ﹤0.01% |
+154,013
| New | +$608K |
|