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 |
Visa
V
|
+$129M |
| 2 |
Mondelez International
MDLZ
|
+$127M |
| 3 |
Johnson & Johnson
JNJ
|
+$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$46.1M |
| 5 |
Microsoft
MSFT
|
+$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
+$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$136M |
| 3 |
Walmart
WMT
|
+$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$85.9M |
| 5 |
JPMorgan Chase
JPM
|
+$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPWR
651
DELISTED
SunPower Corporation Common Stock
SPWR
| $1.28M | 0.01% |
55,695
-21,102
| -27% | -$486K |
|
652
AGCO
AGCO
$8.02B
| $1.27M | 0.01% |
13,224
+5,815
| +78% | +$559K |
|
653
Fulgent Genetics
FLGT
$667M
| $1.27M | 0.01% |
33,318
+1,374
| +4% | +$52.4K |
|
654
Alliant Energy
LNT
$16.4B
| $1.26M | 0.01% |
23,802
-20,214
| -46% | -$1.07M |
|
655
Northern Trust
NTRS
$24.2B
| $1.26M | 0.01% |
14,714
-1,749
| -11% | -$150K |
|
656
Spotify
SPOT
$145B
| $1.26M | 0.01% |
14,586
-9,167
| -39% | -$791K |
|
657
GATX Corp
GATX
$6B
| $1.26M | 0.01% |
14,754
-11,424
| -44% | -$973K |
|
|
CUTR
658
DELISTED
Cutera, Inc.
CUTR
| $1.25M | 0.01% |
27,470
+2,420
| +10% | +$110K |
|
659
Weyerhaeuser
WY
$18.1B
| $1.24M | 0.01% |
43,295
-618,808
| -93% | -$17.7M |
|
660
Dick's Sporting Goods
DKS
$18.2B
| $1.23M | 0.01% |
11,787
+1,683
| +17% | +$176K |
|
661
AngioDynamics
ANGO
$445M
| $1.23M | 0.01% |
60,115
+296
| +0.5% | +$6.06K |
|
|
ATRI
662
DELISTED
Atrion Corp
ATRI
| $1.23M | 0.01% |
2,168
-15
| -0.7% | -$8.48K |
|
663
Workday
WDAY
$60.5B
| $1.21M | 0.01% |
7,949
+4,721
| +146% | +$719K |
|
664
Unity
U
$18.2B
| $1.21M | 0.01% |
37,942
+14,166
| +60% | +$451K |
|
665
Coty
COTY
$3.51B
| $1.2M | 0.01% |
+190,334
| New | +$1.2M |
|
666
Outset Medical
OM
$241M
| $1.2M | 0.01% |
5,022
+14
| +0.3% | +$3.35K |
|
667
Itron
ITRI
$5.41B
| $1.2M | 0.01% |
28,463
-5,286
| -16% | -$223K |
|
668
National Research Corp
NRC
$366M
| $1.18M | 0.01% |
29,733
-103
| -0.3% | -$4.1K |
|
669
Flex
FLEX
$21.7B
| $1.18M | 0.01% |
94,046
+21,750
| +30% | +$273K |
|
|
HSKA
670
DELISTED
Heska Corp
HSKA
| $1.18M | 0.01% |
16,198
+9
| +0.1% | +$656 |
|
671
Cintas
CTAS
$81.2B
| $1.18M | 0.01% |
12,156
-62,704
| -84% | -$6.09M |
|
672
CrowdStrike
CRWD
$107B
| $1.18M | 0.01% |
+7,140
| New | +$1.18M |
|
|
VNET
673
VNET Group
VNET
$2.13B
| $1.17M | 0.01% |
212,824
-8,601
| -4% | -$47.3K |
|
674
Pinnacle West Capital
PNW
$10.5B
| $1.16M | 0.01% |
17,945
-2,061
| -10% | -$133K |
|
675
Bank OZK
OZK
$5.89B
| $1.14M | 0.01% |
28,873
+19,230
| +199% | +$761K |
|