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 | |
|---|---|---|---|---|---|---|
751
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $659K | ﹤0.01% |
7,497
| – | – |
|
752
Sensata Technologies
ST
$4.59B
| $644K | ﹤0.01% |
17,271
+5,634
| +48% | +$210K |
|
|
BHVN
753
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $640K | ﹤0.01% |
4,232
-2,076
| -33% | -$314K |
|
754
Illumina
ILMN
$14.7B
| $632K | ﹤0.01% |
3,403
-5,146
| -60% | -$956K |
|
755
Alkermes
ALKS
$4.45B
| $630K | ﹤0.01% |
28,226
-1,427
| -5% | -$31.9K |
|
756
Hilton Worldwide
HLT
$64.2B
| $626K | ﹤0.01% |
5,188
-9,101
| -64% | -$1.1M |
|
757
iShares MSCI South Korea ETF
EWY
$5.38B
| $618K | ﹤0.01% |
13,042
-241,534
| -95% | -$11.4M |
|
758
Albemarle
ALB
$8.63B
| $617K | ﹤0.01% |
2,333
-114,390
| -98% | -$30.3M |
|
759
ScottsMiracle-Gro
SMG
$3.5B
| $604K | ﹤0.01% |
14,128
-9,725
| -41% | -$416K |
|
760
Huntsman Corp
HUN
$1.88B
| $602K | ﹤0.01% |
+24,531
| New | +$602K |
|
761
Regal Rexnord
RRX
$9.39B
| $602K | ﹤0.01% |
4,286
+533
| +14% | +$74.9K |
|
762
Guidewire Software
GWRE
$21.3B
| $600K | ﹤0.01% |
+9,747
| New | +$600K |
|
|
API
763
Agora
API
$337M
| $598K | ﹤0.01% |
164,852
-6,660
| -4% | -$24.2K |
|
764
Hawaiian Electric Industries
HE
$2.08B
| $596K | ﹤0.01% |
17,183
-2,121
| -11% | -$73.6K |
|
765
IQVIA
IQV
$31.3B
| $586K | ﹤0.01% |
3,235
-13,742
| -81% | -$2.49M |
|
766
MongoDB
MDB
$27.2B
| $561K | ﹤0.01% |
2,823
-1,768
| -39% | -$351K |
|
767
Fortune Brands Innovations
FBIN
$7.05B
| $550K | ﹤0.01% |
11,977
-177,586
| -94% | -$8.15M |
|
768
Tapestry
TPR
$21.9B
| $546K | ﹤0.01% |
19,220
-425,421
| -96% | -$12.1M |
|
769
Chewy
CHWY
$14.5B
| $545K | ﹤0.01% |
17,741
-13,071
| -42% | -$402K |
|
770
Bausch Health
BHC
$2.64B
| $541K | ﹤0.01% |
77,923
-13,385
| -15% | -$92.9K |
|
771
Alcoa
AA
$8.01B
| $519K | ﹤0.01% |
15,428
-64,641
| -81% | -$2.17M |
|
772
Spire
SR
$4.5B
| $516K | ﹤0.01% |
8,272
-864
| -9% | -$53.9K |
|
773
AutoNation
AN
$8.42B
| $514K | ﹤0.01% |
5,049
-51,851
| -91% | -$5.28M |
|
774
Ametek
AME
$43.3B
| $505K | ﹤0.01% |
4,452
-12,413
| -74% | -$1.41M |
|
775
Warner Music
WMG
$17.6B
| $504K | ﹤0.01% |
21,713
-13,483
| -38% | -$313K |
|