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 MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Terreno Realty
TRNO
$6.1B
| $873K | 0.01% |
15,371
-6,533
| -30% | -$371K |
|
627
General Dynamics
GD
$86.8B
| $863K | 0.01% |
3,907
-32,895
| -89% | -$7.27M |
|
628
B2Gold
BTG
$5.52B
| $863K | 0.01% |
299,241
-138,921
| -32% | -$401K |
|
629
LKQ Corp
LKQ
$8.33B
| $858K | 0.01% |
+17,334
| New | +$858K |
|
630
CenterPoint Energy
CNP
$24.7B
| $853K | 0.01% |
31,785
+6,129
| +24% | +$165K |
|
631
Synchrony
SYF
$28.1B
| $851K | 0.01% |
+27,833
| New | +$851K |
|
632
IQVIA
IQV
$31.9B
| $842K | 0.01% |
4,282
+234
| +6% | +$46K |
|
633
Bio-Techne
TECH
$8.46B
| $838K | 0.01% |
12,318
+331
| +3% | +$22.5K |
|
634
Worthington Enterprises
WOR
$3.24B
| $833K | 0.01% |
21,858
-8,162
| -27% | -$311K |
|
635
Aptiv
APTV
$17.5B
| $830K | 0.01% |
8,419
-152,435
| -95% | -$15M |
|
636
Autodesk
ADSK
$69.5B
| $821K | 0.01% |
3,968
+674
| +20% | +$139K |
|
|
NVRO
637
DELISTED
NEVRO CORP.
NVRO
| $812K | ﹤0.01% |
42,267
+3,996
| +10% | +$76.8K |
|
638
Ziff Davis
ZD
$1.56B
| $809K | ﹤0.01% |
12,701
+79
| +0.6% | +$5.03K |
|
639
Rogers Communications
RCI
$19.4B
| $808K | ﹤0.01% |
20,945
+836
| +4% | +$32.2K |
|
640
Digital Realty Trust
DLR
$55.7B
| $800K | ﹤0.01% |
6,607
+831
| +14% | +$101K |
|
641
Enovis
ENOV
$1.84B
| $794K | ﹤0.01% |
15,064
-40,932
| -73% | -$2.16M |
|
642
Commercial Metals
CMC
$6.63B
| $792K | ﹤0.01% |
16,038
-3,100
| -16% | -$153K |
|
643
Sherwin-Williams
SHW
$92.9B
| $787K | ﹤0.01% |
3,086
+231
| +8% | +$58.9K |
|
644
California Water Service
CWT
$2.81B
| $787K | ﹤0.01% |
16,632
-2,568
| -13% | -$121K |
|
645
International Flavors & Fragrances
IFF
$16.9B
| $784K | ﹤0.01% |
11,499
+2,443
| +27% | +$167K |
|
646
Fidelity National Information Services
FIS
$35.9B
| $778K | ﹤0.01% |
14,080
-98,917
| -88% | -$5.47M |
|
|
XYZ
647
Block, Inc.
XYZ
$45.7B
| $776K | ﹤0.01% |
17,540
-38,058
| -68% | -$1.68M |
|
648
Stantec
STN
$12.3B
| $763K | ﹤0.01% |
11,708
+672
| +6% | +$43.8K |
|
649
Ormat Technologies
ORA
$5.51B
| $761K | ﹤0.01% |
10,888
+1,788
| +20% | +$125K |
|
650
Synopsys
SNPS
$111B
| $749K | ﹤0.01% |
+1,632
| New | +$749K |
|