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 | |
|---|---|---|---|---|---|---|
|
PDM
726
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $282K | ﹤0.01% |
50,259
-395
| -0.8% | -$2.22K |
|
727
Halozyme
HALO
$8.76B
| $270K | ﹤0.01% |
7,062
-54,533
| -89% | -$2.08M |
|
|
NOAH
728
Noah Holdings
NOAH
$797M
| $264K | ﹤0.01% |
21,191
-58,265
| -73% | -$727K |
|
729
Morgan Stanley
MS
$236B
| $262K | ﹤0.01% |
+3,203
| New | +$262K |
|
730
Beyond Meat
BYND
$189M
| $249K | ﹤0.01% |
25,887
-58,547
| -69% | -$563K |
|
731
Mettler-Toledo International
MTD
$26.9B
| $242K | ﹤0.01% |
218
+25
| +13% | +$27.7K |
|
732
BJ's Restaurants
BJRI
$742M
| $239K | ﹤0.01% |
10,199
-12,847
| -56% | -$301K |
|
733
Fidelity National Financial
FNF
$16.5B
| $235K | ﹤0.01% |
+5,680
| New | +$235K |
|
|
SPWR
734
DELISTED
SunPower Corporation Common Stock
SPWR
| $233K | ﹤0.01% |
37,688
-2,090
| -5% | -$12.9K |
|
735
Franklin Resources
BEN
$13B
| $218K | ﹤0.01% |
+8,868
| New | +$218K |
|
736
Ally Financial
ALLY
$12.7B
| $218K | ﹤0.01% |
+8,160
| New | +$218K |
|
737
BILL Holdings
BILL
$5.24B
| $215K | ﹤0.01% |
+1,976
| New | +$215K |
|
|
SGEN
738
DELISTED
Seagen Inc. Common Stock
SGEN
| $210K | ﹤0.01% |
+988
| New | +$210K |
|
739
Murphy Oil
MUR
$3.56B
| $201K | ﹤0.01% |
4,442
-44,786
| -91% | -$2.03M |
|
|
BDN
740
Brandywine Realty Trust
BDN
$759M
| $171K | ﹤0.01% |
37,653
+1,657
| +5% | +$7.52K |
|
741
Apple
AAPL
$3.56T
| – | – |
-2,076
| Closed | -$403K |
|
742
Archer Daniels Midland
ADM
$30.2B
| – | – |
-121,587
| Closed | -$9.19M |
|
743
AngioDynamics
ANGO
$436M
| – | – |
-41,002
| Closed | -$428K |
|
744
Apogee Enterprises
APOG
$939M
| – | – |
-18,431
| Closed | -$875K |
|
745
Atmos Energy
ATO
$26.7B
| – | – |
-4,840
| Closed | -$563K |
|
746
AZZ Inc
AZZ
$3.51B
| – | – |
-11,157
| Closed | -$485K |
|
747
Bunge Global
BG
$16.9B
| – | – |
-78,471
| Closed | -$7.4M |
|
748
BGC Group
BGC
$4.71B
| – | – |
-609,011
| Closed | -$2.7M |
|
|
BNR
749
Burning Rock Biotech
BNR
$89.4M
| – | – |
-1,675
| Closed | -$36.5K |
|
750
Caterpillar
CAT
$198B
| – | – |
-15,761
| Closed | -$3.88M |
|