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 | |
|---|---|---|---|---|---|---|
676
Flex
FLEX
$20.9B
| $309K | ﹤0.01% |
+17,836
| New | +$309K |
|
677
Upbound Group
UPBD
$1.47B
| $293K | ﹤0.01% |
+11,969
| New | +$293K |
|
678
UDR
UDR
$12.8B
| $282K | ﹤0.01% |
6,857
-43,197
| -86% | -$1.77M |
|
679
iShares MSCI Brazil ETF
EWZ
$5.45B
| $279K | ﹤0.01% |
+10,176
| New | +$279K |
|
680
Asbury Automotive
ABG
$5B
| $276K | ﹤0.01% |
1,312
-1,827
| -58% | -$384K |
|
681
Terex
TEX
$3.46B
| $275K | ﹤0.01% |
+5,674
| New | +$275K |
|
682
Bloomin' Brands
BLMN
$589M
| $274K | ﹤0.01% |
+10,678
| New | +$274K |
|
|
HPP
683
Hudson Pacific Properties
HPP
$1.15B
| $273K | ﹤0.01% |
41,078
+18,119
| +79% | +$120K |
|
684
Kohl's
KSS
$1.86B
| $273K | ﹤0.01% |
+11,577
| New | +$273K |
|
685
Wabash National
WNC
$470M
| $270K | ﹤0.01% |
+10,962
| New | +$270K |
|
686
Armstrong World Industries
AWI
$8.52B
| $261K | ﹤0.01% |
3,666
-1,284
| -26% | -$91.5K |
|
687
Oracle
ORCL
$678B
| $261K | ﹤0.01% |
2,809
-310
| -10% | -$28.8K |
|
688
Mettler-Toledo International
MTD
$27.1B
| $259K | ﹤0.01% |
+169
| New | +$259K |
|
689
Alnylam Pharmaceuticals
ALNY
$63.2B
| $251K | ﹤0.01% |
+1,255
| New | +$251K |
|
690
Equity Lifestyle Properties
ELS
$11.9B
| $250K | ﹤0.01% |
3,721
-4,643
| -56% | -$312K |
|
691
Compass Minerals
CMP
$794M
| $237K | ﹤0.01% |
6,925
+1,680
| +32% | +$57.6K |
|
692
Applied Materials
AMAT
$130B
| $232K | ﹤0.01% |
+1,889
| New | +$232K |
|
693
PG&E
PCG
$32.9B
| $224K | ﹤0.01% |
+13,881
| New | +$224K |
|
694
Pentair
PNR
$18.1B
| $221K | ﹤0.01% |
+3,994
| New | +$221K |
|
695
CNA Financial
CNA
$12.9B
| $218K | ﹤0.01% |
5,589
-6,471
| -54% | -$253K |
|
696
Jefferies Financial Group
JEF
$13.2B
| $217K | ﹤0.01% |
6,851
-150,687
| -96% | -$4.78M |
|
|
BDN
697
Brandywine Realty Trust
BDN
$768M
| $216K | ﹤0.01% |
45,603
+10,840
| +31% | +$51.3K |
|
698
Sinclair Inc
SBGI
$970M
| $209K | ﹤0.01% |
+12,154
| New | +$209K |
|
699
Pitney Bowes
PBI
$2.18B
| $204K | ﹤0.01% |
+52,380
| New | +$204K |
|
700
BlackBerry
BB
$2.23B
| $197K | ﹤0.01% |
+42,925
| New | +$197K |
|