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
|
+$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$161M |
| 3 |
Meta Platforms (Facebook)
META
|
+$98.7M |
| 4 |
Microsoft
MSFT
|
+$69.4M |
| 5 |
AbbVie
ABBV
|
+$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$216M |
| 2 |
Pinduoduo
PDD
|
+$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$111M |
| 4 |
Walmart
WMT
|
+$108M |
| 5 |
Bank of America
BAC
|
+$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Autodesk
ADSK
$68.6B
| $493K | ﹤0.01% |
+2,370
| New | +$493K |
|
652
AngioDynamics
ANGO
$443M
| $483K | ﹤0.01% |
46,716
+1,791
| +4% | +$18.5K |
|
653
Macerich
MAC
$4.56B
| $471K | ﹤0.01% |
44,416
-9,964
| -18% | -$106K |
|
654
RLX Technology
RLX
$3.23B
| $466K | ﹤0.01% |
160,834
-943,877
| -85% | -$2.74M |
|
655
Fresh Del Monte Produce
FDP
$1.67B
| $464K | ﹤0.01% |
15,402
-890
| -5% | -$26.8K |
|
656
Azenta
AZTA
$1.35B
| $463K | ﹤0.01% |
+10,385
| New | +$463K |
|
657
Las Vegas Sands
LVS
$37.3B
| $452K | ﹤0.01% |
+7,865
| New | +$452K |
|
|
SIX
658
DELISTED
Six Flags Entertainment Corp.
SIX
| $430K | ﹤0.01% |
16,116
+5,514
| +52% | +$147K |
|
659
Hewlett Packard
HPE
$32.3B
| $427K | ﹤0.01% |
26,790
+8,763
| +49% | +$140K |
|
660
Dine Brands
DIN
$356M
| $416K | ﹤0.01% |
+6,151
| New | +$416K |
|
661
Textron
TXT
$14.5B
| $415K | ﹤0.01% |
+5,872
| New | +$415K |
|
662
Exact Sciences
EXAS
$10.4B
| $411K | ﹤0.01% |
6,061
+1,777
| +41% | +$120K |
|
663
Synchrony
SYF
$28.1B
| $410K | ﹤0.01% |
14,092
+1,417
| +11% | +$41.2K |
|
664
HubSpot
HUBS
$26.3B
| $391K | ﹤0.01% |
+913
| New | +$391K |
|
665
International Paper
IP
$24.7B
| $391K | ﹤0.01% |
+10,849
| New | +$391K |
|
666
Stantec
STN
$12.3B
| $387K | ﹤0.01% |
+6,629
| New | +$387K |
|
667
Bio-Rad Laboratories Class A
BIO
$7.68B
| $385K | ﹤0.01% |
803
-11,171
| -93% | -$5.35M |
|
668
Xerox
XRX
$462M
| $385K | ﹤0.01% |
+24,973
| New | +$385K |
|
669
Enviri
NVRI
$952M
| $367K | ﹤0.01% |
53,711
+289
| +0.5% | +$1.97K |
|
|
PDM
670
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $363K | ﹤0.01% |
49,682
-20,636
| -29% | -$151K |
|
|
API
671
Agora
API
$338M
| $356K | ﹤0.01% |
98,348
-63,670
| -39% | -$230K |
|
672
Okta
OKTA
$16.1B
| $354K | ﹤0.01% |
4,101
-15,543
| -79% | -$1.34M |
|
673
Constellium
CSTM
$2B
| $352K | ﹤0.01% |
23,028
-3,325
| -13% | -$50.8K |
|
674
PACCAR
PCAR
$51.6B
| $318K | ﹤0.01% |
+4,351
| New | +$318K |
|
675
SLM Corp
SLM
$6.07B
| $318K | ﹤0.01% |
25,667
-230,432
| -90% | -$2.86M |
|