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
|
+$218M |
| 2 |
CVS Health
CVS
|
+$179M |
| 3 |
Mastercard
MA
|
+$142M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$103M |
| 5 |
Meta Platforms (Facebook)
META
|
+$92.8M |
Top Sells
| 1 |
Alibaba
BABA
|
+$814M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$729M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$303M |
| 4 |
SPDR Gold Trust
GLD
|
+$135M |
| 5 |
JD.com
JD
|
+$124M |
Sector Composition
| 1 | Consumer Staples | 25.98% |
| 2 | Healthcare | 19.03% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Cognex
CGNX
$7.49B
| $1.59M | 0.01% |
37,361
-61,587
| -62% | -$2.62M |
|
727
Northern Trust
NTRS
$24.3B
| $1.59M | 0.01% |
16,463
-6,925
| -30% | -$668K |
|
728
Revvity
RVTY
$10B
| $1.58M | 0.01% |
11,115
-43,375
| -80% | -$6.17M |
|
729
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1.56M | 0.01% |
21,169
-291
| -1% | -$21.4K |
|
730
Illumina
ILMN
$15.1B
| $1.53M | 0.01% |
8,549
+4,245
| +99% | +$761K |
|
731
Federated Hermes
FHI
$4.07B
| $1.53M | 0.01% |
48,195
+37,759
| +362% | +$1.2M |
|
|
HSKA
732
DELISTED
Heska Corp
HSKA
| $1.53M | 0.01% |
16,189
+1,482
| +10% | +$140K |
|
733
National Healthcare
NHC
$1.8B
| $1.51M | 0.01% |
21,562
+3,435
| +19% | +$240K |
|
734
Avantor
AVTR
$8.75B
| $1.5M | 0.01% |
48,219
+13,730
| +40% | +$427K |
|
735
Pinnacle West Capital
PNW
$10.5B
| $1.46M | 0.01% |
20,006
+5,848
| +41% | +$428K |
|
736
FedEx
FDX
$53.1B
| $1.46M | 0.01% |
+6,431
| New | +$1.46M |
|
737
Textron
TXT
$14.7B
| $1.46M | 0.01% |
23,825
-98,752
| -81% | -$6.03M |
|
738
Lithia Motors
LAD
$8.71B
| $1.45M | 0.01% |
5,270
-792
| -13% | -$218K |
|
739
Palantir
PLTR
$385B
| $1.45M | 0.01% |
159,506
-356,954
| -69% | -$3.24M |
|
740
Cerus
CERS
$249M
| $1.44M | 0.01% |
272,381
+28,896
| +12% | +$153K |
|
741
UGI
UGI
$7.37B
| $1.44M | 0.01% |
37,174
+10,306
| +38% | +$398K |
|
742
GoodRx Holdings
GDRX
$1.43B
| $1.42M | 0.01% |
240,419
-2,359
| -1% | -$14K |
|
743
Fortive
FTV
$16.2B
| $1.42M | 0.01% |
26,110
-67,795
| -72% | -$3.69M |
|
744
NiSource
NI
$18.9B
| $1.41M | 0.01% |
47,842
-1,635
| -3% | -$48.2K |
|
745
Phillips 66
PSX
$53.5B
| $1.41M | 0.01% |
+17,164
| New | +$1.41M |
|
746
BJ's Restaurants
BJRI
$742M
| $1.4M | 0.01% |
64,694
+3,205
| +5% | +$69.5K |
|
747
Regions Financial
RF
$24.1B
| $1.4M | 0.01% |
74,703
-30,429
| -29% | -$571K |
|
748
LeMaitre Vascular
LMAT
$2.2B
| $1.4M | 0.01% |
30,741
+2,803
| +10% | +$128K |
|
749
Constellium
CSTM
$2B
| $1.39M | 0.01% |
105,386
+13,120
| +14% | +$173K |
|
750
Huntington Bancshares
HBAN
$25.9B
| $1.38M | 0.01% |
114,433
-43,618
| -28% | -$525K |
|