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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.33B |
| 2 |
AT&T
T
|
+$118M |
| 3 |
PayPal
PYPL
|
+$97M |
| 4 |
eBay
EBAY
|
+$92.8M |
| 5 |
Vistra
VST
|
+$90.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$195M |
| 2 |
Walmart
WMT
|
+$187M |
| 3 |
NVIDIA
NVDA
|
+$169M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$143M |
| 5 |
Johnson & Johnson
JNJ
|
+$135M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 9.26% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Financials | 8.43% |
| 5 | Communication Services | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
McCormick & Company Non-Voting
MKC
$18.8B
| $307K | ﹤0.01% |
4,032
-202
| -5% | -$15.4K |
|
627
iRhythm Technologies
IRTC
$6.01B
| $303K | ﹤0.01% |
3,364
-6,489
| -66% | -$585K |
|
628
NewMarket
NEU
$7.8B
| $303K | ﹤0.01% |
573
-6,828
| -92% | -$3.61M |
|
629
Energizer
ENR
$1.96B
| $301K | ﹤0.01% |
8,630
-24,594
| -74% | -$858K |
|
|
ONC
630
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.1B
| $297K | ﹤0.01% |
+1,610
| New | +$297K |
|
|
NARI
631
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $293K | ﹤0.01% |
5,730
-2,478
| -30% | -$127K |
|
632
Xylem
XYL
$34.1B
| $288K | ﹤0.01% |
2,482
+927
| +60% | +$108K |
|
633
Danaher
DHR
$142B
| $288K | ﹤0.01% |
1,254
-426
| -25% | -$97.8K |
|
634
Vertex Pharmaceuticals
VRTX
$101B
| $286K | ﹤0.01% |
710
-2,742
| -79% | -$1.1M |
|
635
Neogen
NEOG
$1.23B
| $284K | ﹤0.01% |
23,371
-10,153
| -30% | -$123K |
|
636
Reynolds Consumer Products
REYN
$4.83B
| $281K | ﹤0.01% |
10,429
-25,726
| -71% | -$694K |
|
637
Hims & Hers Health
HIMS
$10.8B
| $280K | ﹤0.01% |
11,580
-289,492
| -96% | -$7M |
|
638
QuidelOrtho
QDEL
$1.93B
| $279K | ﹤0.01% |
6,257
-15,691
| -71% | -$699K |
|
639
Hubbell
HUBB
$23.2B
| $277K | ﹤0.01% |
+661
| New | +$277K |
|
640
Ziff Davis
ZD
$1.58B
| $271K | ﹤0.01% |
4,991
-26
| -0.5% | -$1.41K |
|
641
Organon & Co
OGN
$2.72B
| $269K | ﹤0.01% |
18,047
-185,149
| -91% | -$2.76M |
|
642
Tandem Diabetes Care
TNDM
$845M
| $266K | ﹤0.01% |
7,378
-18,257
| -71% | -$658K |
|
643
Carrier Global
CARR
$55.8B
| $265K | ﹤0.01% |
+3,889
| New | +$265K |
|
644
Teladoc Health
TDOC
$1.38B
| $262K | ﹤0.01% |
28,876
-83,930
| -74% | -$763K |
|
645
Canadian Natural Resources
CNQ
$63B
| $262K | ﹤0.01% |
8,484
-115,802
| -93% | -$3.57M |
|
646
Addus HomeCare
ADUS
$2.11B
| $260K | ﹤0.01% |
2,075
-5,944
| -74% | -$745K |
|
647
Enovis
ENOV
$1.79B
| $260K | ﹤0.01% |
5,915
-11,673
| -66% | -$512K |
|
648
Qiagen
QGEN
$10.3B
| $259K | ﹤0.01% |
+5,663
| New | +$259K |
|
649
Helen of Troy
HELE
$563M
| $259K | ﹤0.01% |
4,325
-10,732
| -71% | -$642K |
|
650
Interpublic Group of Companies
IPG
$9.89B
| $253K | ﹤0.01% |
9,025
-95,709
| -91% | -$2.68M |
|