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
|
+$118M |
| 2 |
JPMorgan Chase
JPM
|
+$92.8M |
| 3 |
Bank of America
BAC
|
+$64.1M |
| 4 |
Citigroup
C
|
+$58.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$34.2M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$246M |
| 2 |
Johnson & Johnson
JNJ
|
+$202M |
| 3 |
Coca-Cola
KO
|
+$194M |
| 4 |
PepsiCo
PEP
|
+$181M |
| 5 |
McDonald's
MCD
|
+$141M |
Sector Composition
| 1 | Consumer Staples | 27.92% |
| 2 | Healthcare | 19.75% |
| 3 | Financials | 10.48% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Astrana Health
ASTH
$1.34B
| $1.16M | 0.01% |
39,221
-10,291
| -21% | -$305K |
|
627
BJ's Restaurants
BJRI
$691M
| $1.15M | 0.01% |
+43,421
| New | +$1.15M |
|
628
Millicom
TIGO
$8.01B
| $1.14M | 0.01% |
90,599
-4,543
| -5% | -$57.4K |
|
629
Weyerhaeuser
WY
$18.1B
| $1.14M | 0.01% |
36,837
-6,458
| -15% | -$200K |
|
630
Rayonier
RYN
$4.04B
| $1.12M | 0.01% |
+35,724
| New | +$1.12M |
|
631
Marvell Technology
MRVL
$57.8B
| $1.12M | 0.01% |
30,210
| – | – |
|
632
Bank of Hawaii
BOH
$2.7B
| $1.12M | 0.01% |
14,418
+4,596
| +47% | +$356K |
|
633
Cross Country Healthcare
CCRN
$455M
| $1.1M | 0.01% |
41,418
-15,290
| -27% | -$406K |
|
634
Horace Mann Educators
HMN
$1.89B
| $1.07M | 0.01% |
28,753
+7,675
| +36% | +$287K |
|
635
Commercial Metals
CMC
$6.53B
| $1.07M | 0.01% |
22,190
-5,467
| -20% | -$264K |
|
636
Alkermes
ALKS
$4.45B
| $1.06M | 0.01% |
40,537
+12,311
| +44% | +$322K |
|
637
LeMaitre Vascular
LMAT
$2.1B
| $1.06M | 0.01% |
22,972
-7,863
| -26% | -$362K |
|
638
Hawaiian Electric Industries
HE
$2.08B
| $1.06M | 0.01% |
25,250
+8,067
| +47% | +$338K |
|
639
Hasbro
HAS
$10.9B
| $1.05M | 0.01% |
17,279
+11,586
| +204% | +$707K |
|
640
Lennar Class A
LEN
$35.4B
| $1.05M | 0.01% |
12,010
-16,070
| -57% | -$1.41M |
|
641
Palantir
PLTR
$396B
| $1.04M | 0.01% |
162,363
-555,053
| -77% | -$3.56M |
|
642
D.R. Horton
DHI
$52.5B
| $1.03M | 0.01% |
11,608
-25,901
| -69% | -$2.31M |
|
643
Tronox
TROX
$755M
| $1.01M | 0.01% |
73,838
-220,505
| -75% | -$3.02M |
|
644
Mesa Laboratories
MLAB
$327M
| $1M | 0.01% |
6,036
-2,029
| -25% | -$337K |
|
645
FIGS
FIGS
$1.11B
| $977K | 0.01% |
145,197
-48,385
| -25% | -$326K |
|
646
Sealed Air
SEE
$4.83B
| $976K | 0.01% |
19,572
-169,978
| -90% | -$8.48M |
|
647
Monolithic Power Systems
MPWR
$41B
| $975K | 0.01% |
2,757
-19,152
| -87% | -$6.77M |
|
648
SpartanNash
SPTN
$900M
| $969K | 0.01% |
32,034
-23,437
| -42% | -$709K |
|
649
Navient
NAVI
$1.29B
| $954K | 0.01% |
57,986
-88,013
| -60% | -$1.45M |
|
650
National Healthcare
NHC
$1.76B
| $948K | 0.01% |
15,933
-5,657
| -26% | -$337K |
|