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 MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Illumina
ILMN
$15.7B
| $749K | ﹤0.01% |
5,608
+1,240
| +28% | +$166K |
|
652
Bausch Health
BHC
$2.72B
| $746K | ﹤0.01% |
90,162
+2,474
| +3% | +$20.5K |
|
653
Advanced Drainage Systems
WMS
$11.5B
| $744K | ﹤0.01% |
+6,533
| New | +$744K |
|
654
Autoliv
ALV
$9.58B
| $742K | ﹤0.01% |
7,695
-531
| -6% | -$51.2K |
|
655
iRhythm Technologies
IRTC
$5.82B
| $719K | ﹤0.01% |
7,627
-25,574
| -77% | -$2.41M |
|
656
Itron
ITRI
$5.51B
| $701K | ﹤0.01% |
11,566
+825
| +8% | +$50K |
|
657
Meritage Homes
MTH
$5.89B
| $698K | ﹤0.01% |
+11,398
| New | +$698K |
|
658
W.P. Carey
WPC
$14.9B
| $687K | ﹤0.01% |
12,971
-14,301
| -52% | -$757K |
|
659
Royal Gold
RGLD
$12.2B
| $685K | ﹤0.01% |
+6,444
| New | +$685K |
|
|
SILK
660
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $678K | ﹤0.01% |
45,227
+3,644
| +9% | +$54.6K |
|
|
ATRI
661
DELISTED
Atrion Corp
ATRI
| $676K | ﹤0.01% |
1,636
+145
| +10% | +$59.9K |
|
662
Alamos Gold
AGI
$13.5B
| $676K | ﹤0.01% |
59,862
-43,825
| -42% | -$495K |
|
663
Integer Holdings
ITGR
$3.75B
| $662K | ﹤0.01% |
8,447
-27,507
| -77% | -$2.16M |
|
664
Sunrun
RUN
$4.19B
| $659K | ﹤0.01% |
52,440
-3,656
| -7% | -$45.9K |
|
665
Fulgent Genetics
FLGT
$672M
| $657K | ﹤0.01% |
24,563
+2,402
| +11% | +$64.2K |
|
666
Treace Medical Concepts
TMCI
$453M
| $655K | ﹤0.01% |
+49,962
| New | +$655K |
|
667
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $651K | ﹤0.01% |
8,826
-2,127
| -19% | -$157K |
|
668
Domino's
DPZ
$15.7B
| $639K | ﹤0.01% |
1,686
+153
| +10% | +$58K |
|
669
Outset Medical
OM
$249M
| $637K | ﹤0.01% |
3,905
+409
| +12% | +$66.7K |
|
|
AGR
670
DELISTED
Avangrid, Inc.
AGR
| $612K | ﹤0.01% |
20,284
+2,204
| +12% | +$66.5K |
|
671
Edison International
EIX
$21B
| $602K | ﹤0.01% |
9,504
+967
| +11% | +$61.2K |
|
672
Watsco
WSO
$16.6B
| $595K | ﹤0.01% |
+1,575
| New | +$595K |
|
673
OrthoPediatrics
KIDS
$524M
| $594K | ﹤0.01% |
18,567
+6,288
| +51% | +$201K |
|
674
Charles River Laboratories
CRL
$8.07B
| $589K | ﹤0.01% |
3,005
-1,301
| -30% | -$255K |
|
675
HubSpot
HUBS
$25.7B
| $584K | ﹤0.01% |
1,186
+109
| +10% | +$53.7K |
|