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 | |
|---|---|---|---|---|---|---|
701
Castle Biosciences
CSTL
$665M
| $984K | 0.01% |
37,721
+1,245
| +3% | +$32.5K |
|
702
United Airlines
UAL
$34.8B
| $984K | 0.01% |
30,242
-314,262
| -91% | -$10.2M |
|
|
FLG
703
Flagstar Financial, Inc.
FLG
$5.24B
| $983K | 0.01% |
38,411
+26,284
| +217% | +$673K |
|
704
Cerus
CERS
$226M
| $981K | 0.01% |
272,391
+10
| +0% | +$36 |
|
705
Commercial Metals
CMC
$6.53B
| $981K | 0.01% |
27,657
-8,007
| -22% | -$284K |
|
|
VRAY
706
DELISTED
ViewRay, Inc.
VRAY
| $981K | 0.01% |
269,487
+529
| +0.2% | +$1.93K |
|
707
AptarGroup
ATR
$8.98B
| $956K | ﹤0.01% |
+10,059
| New | +$956K |
|
|
KC
708
Kingsoft Cloud Holdings
KC
$4.34B
| $947K | ﹤0.01% |
475,833
-91,337
| -16% | -$182K |
|
709
Arista Networks
ANET
$189B
| $926K | ﹤0.01% |
32,820
-19,932
| -38% | -$562K |
|
710
OGE Energy
OGE
$8.85B
| $926K | ﹤0.01% |
25,398
+1,224
| +5% | +$44.6K |
|
|
SGFY
711
DELISTED
Signify Health, Inc.
SGFY
| $921K | ﹤0.01% |
+31,582
| New | +$921K |
|
712
TFS Financial
TFSL
$3.76B
| $898K | ﹤0.01% |
69,096
+46,570
| +207% | +$605K |
|
|
NATI
713
DELISTED
National Instruments Corp
NATI
| $894K | ﹤0.01% |
23,678
+12,941
| +121% | +$489K |
|
|
NVTA
714
DELISTED
Invitae Corporation
NVTA
| $892K | ﹤0.01% |
362,399
+10,341
| +3% | +$25.5K |
|
715
Skechers
SKX
$9.5B
| $874K | ﹤0.01% |
27,565
+15,203
| +123% | +$482K |
|
716
Pulmonx
LUNG
$65.6M
| $873K | ﹤0.01% |
52,412
+557
| +1% | +$9.28K |
|
717
Penske Automotive Group
PAG
$12.2B
| $869K | ﹤0.01% |
8,825
+3,882
| +79% | +$382K |
|
|
CSII
718
DELISTED
Cardiovascular Systems, Inc.
CSII
| $864K | ﹤0.01% |
62,372
-382
| -0.6% | -$5.29K |
|
|
OSH
719
DELISTED
Oak Street Health, Inc.
OSH
| $863K | ﹤0.01% |
35,178
-124,206
| -78% | -$3.05M |
|
720
MDU Resources
MDU
$3.36B
| $857K | ﹤0.01% |
82,405
-12,003
| -13% | -$125K |
|
|
IMAB
721
I-MAB
IMAB
$341M
| $856K | ﹤0.01% |
213,406
-36,117
| -14% | -$145K |
|
722
Liberty Broadband Class A
LBRDA
$8.61B
| $851K | ﹤0.01% |
11,406
-26,100
| -70% | -$1.95M |
|
|
SRCL
723
DELISTED
Stericycle Inc
SRCL
| $846K | ﹤0.01% |
20,081
-3,664
| -15% | -$154K |
|
724
GoDaddy
GDDY
$20.1B
| $845K | ﹤0.01% |
11,918
+687
| +6% | +$48.7K |
|
725
DoorDash
DASH
$110B
| $825K | ﹤0.01% |
16,681
-9,512
| -36% | -$470K |
|