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 S&P 500 ETF
IVV
|
$82.3M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$58.6M |
| 3 |
Merck
MRK
|
$51.7M |
| 4 |
Pinduoduo
PDD
|
$40.7M |
| 5 |
Philip Morris
PM
|
$35.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$162M |
| 2 |
Meta Platforms (Facebook)
META
|
$133M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$87.5M |
| 4 |
Eli Lilly
LLY
|
$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
AZZ Inc
AZZ
$3.51B
| $485K | ﹤0.01% |
+11,157
| New | +$485K |
|
652
Azenta
AZTA
$1.39B
| $481K | ﹤0.01% |
10,309
-76
| -0.7% | -$3.55K |
|
653
Cerus
CERS
$255M
| $473K | ﹤0.01% |
192,212
-17,072
| -8% | -$42K |
|
654
Avery Dennison
AVY
$13.1B
| $461K | ﹤0.01% |
2,685
-4,361
| -62% | -$749K |
|
655
Dine Brands
DIN
$364M
| $457K | ﹤0.01% |
7,873
+1,722
| +28% | +$99.9K |
|
656
Agnico Eagle Mines
AEM
$76.3B
| $436K | ﹤0.01% |
8,718
-21,368
| -71% | -$1.07M |
|
657
AngioDynamics
ANGO
$436M
| $428K | ﹤0.01% |
41,002
-5,714
| -12% | -$59.6K |
|
658
International Paper
IP
$25.7B
| $415K | ﹤0.01% |
13,058
+2,209
| +20% | +$70.3K |
|
659
SLM Corp
SLM
$6.49B
| $415K | ﹤0.01% |
25,421
-246
| -1% | -$4.02K |
|
660
UDR
UDR
$13B
| $414K | ﹤0.01% |
9,638
+2,781
| +41% | +$119K |
|
|
CTLT
661
DELISTED
CATALENT, INC.
CTLT
| $413K | ﹤0.01% |
9,534
+1,955
| +26% | +$84.8K |
|
662
Genpact
G
$7.82B
| $409K | ﹤0.01% |
+10,893
| New | +$409K |
|
663
Brink's
BCO
$4.78B
| $406K | ﹤0.01% |
5,982
-3,158
| -35% | -$214K |
|
664
Hasbro
HAS
$11.2B
| $405K | ﹤0.01% |
+6,250
| New | +$405K |
|
665
Apple
AAPL
$3.56T
| $403K | ﹤0.01% |
2,076
-12,169
| -85% | -$2.36M |
|
666
Xerox
XRX
$493M
| $394K | ﹤0.01% |
26,492
+1,519
| +6% | +$22.6K |
|
|
SPWR
667
DELISTED
SunPower Corporation Common Stock
SPWR
| $390K | ﹤0.01% |
39,778
-12,440
| -24% | -$122K |
|
|
HEES
668
DELISTED
H&E Equipment Services
HEES
| $381K | ﹤0.01% |
+8,334
| New | +$381K |
|
669
Mohawk Industries
MHK
$8.65B
| $378K | ﹤0.01% |
+3,668
| New | +$378K |
|
670
BlackBerry
BB
$2.31B
| $369K | ﹤0.01% |
66,571
+23,646
| +55% | +$131K |
|
|
PDM
671
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $368K | ﹤0.01% |
50,654
+972
| +2% | +$7.07K |
|
672
Upbound Group
UPBD
$1.47B
| $368K | ﹤0.01% |
11,821
-148
| -1% | -$4.61K |
|
673
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $357K | ﹤0.01% |
3,879
-3,618
| -48% | -$333K |
|
674
Alnylam Pharmaceuticals
ALNY
$59.2B
| $341K | ﹤0.01% |
1,796
+541
| +43% | +$103K |
|
675
Constellium
CSTM
$2.04B
| $334K | ﹤0.01% |
19,412
-3,616
| -16% | -$62.2K |
|