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
|
+$502M |
| 2 |
NVIDIA
NVDA
|
+$394M |
| 3 |
Apple
AAPL
|
+$316M |
| 4 |
Amazon
AMZN
|
+$189M |
| 5 |
Microsoft
MSFT
|
+$161M |
Top Sells
| 1 |
Costco
COST
|
+$112M |
| 2 |
Coca-Cola
KO
|
+$105M |
| 3 |
Pinduoduo
PDD
|
+$104M |
| 4 |
Cisco
CSCO
|
+$90M |
| 5 |
Procter & Gamble
PG
|
+$87.1M |
Sector Composition
| 1 | Consumer Staples | 18.95% |
| 2 | Healthcare | 17.5% |
| 3 | Technology | 13.07% |
| 4 | Consumer Discretionary | 11.08% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
ICU Medical
ICUI
$3.22B
| $496K | ﹤0.01% |
4,624
-17,910
| -79% | -$1.92M |
|
|
SILK
627
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $479K | ﹤0.01% |
+26,144
| New | +$479K |
|
628
Treace Medical Concepts
TMCI
$449M
| $479K | ﹤0.01% |
36,698
+3,178
| +9% | +$41.5K |
|
|
NVRO
629
DELISTED
NEVRO CORP.
NVRO
| $475K | ﹤0.01% |
32,926
-4,907
| -13% | -$70.9K |
|
630
UiPath
PATH
$6.31B
| $472K | ﹤0.01% |
+20,839
| New | +$472K |
|
631
Transmedics
TMDX
$3.6B
| $465K | ﹤0.01% |
6,289
-1,137
| -15% | -$84.1K |
|
632
A.O. Smith
AOS
$10.3B
| $436K | ﹤0.01% |
4,870
-1,363
| -22% | -$122K |
|
633
T Rowe Price
TROW
$23.8B
| $435K | ﹤0.01% |
3,567
-5
| -0.1% | -$610 |
|
634
HubSpot
HUBS
$26.3B
| $430K | ﹤0.01% |
686
-631
| -48% | -$395K |
|
635
Revvity
RVTY
$10B
| $429K | ﹤0.01% |
4,088
-3,111
| -43% | -$327K |
|
636
OrthoPediatrics
KIDS
$524M
| $425K | ﹤0.01% |
14,577
-2,302
| -14% | -$67.1K |
|
637
Boston Properties
BXP
$12B
| $423K | ﹤0.01% |
6,480
-15,668
| -71% | -$1.02M |
|
638
Illumina
ILMN
$15.1B
| $412K | ﹤0.01% |
3,087
-2,407
| -44% | -$322K |
|
639
Fulgent Genetics
FLGT
$682M
| $410K | ﹤0.01% |
18,901
-2,911
| -13% | -$63.2K |
|
640
Kilroy Realty
KRC
$5.05B
| $410K | ﹤0.01% |
11,249
-27,970
| -71% | -$1.02M |
|
641
Healthpeak Properties
DOC
$12.7B
| $398K | ﹤0.01% |
21,204
-46,291
| -69% | -$868K |
|
642
Exact Sciences
EXAS
$10.2B
| $387K | ﹤0.01% |
5,611
-2,720
| -33% | -$188K |
|
643
NeoGenomics
NEO
$1.02B
| $387K | ﹤0.01% |
24,607
-5,226
| -18% | -$82.2K |
|
644
Emerson Electric
EMR
$74.7B
| $387K | ﹤0.01% |
3,410
-37,818
| -92% | -$4.29M |
|
645
Micron Technology
MU
$147B
| $381K | ﹤0.01% |
+3,233
| New | +$381K |
|
646
Edison International
EIX
$20.5B
| $373K | ﹤0.01% |
5,268
-77,622
| -94% | -$5.49M |
|
647
Waters Corp
WAT
$18.4B
| $369K | ﹤0.01% |
1,071
-1,661
| -61% | -$572K |
|
648
The Mosaic Company
MOS
$10.3B
| $359K | ﹤0.01% |
+11,061
| New | +$359K |
|
649
Avanos Medical
AVNS
$577M
| $344K | ﹤0.01% |
17,261
-15,529
| -47% | -$309K |
|
650
Parker-Hannifin
PH
$96.3B
| $335K | ﹤0.01% |
+602
| New | +$335K |
|