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 | |
|---|---|---|---|---|---|---|
776
Dell
DELL
$84.2B
| $1.18M | 0.01% |
25,461
-76,884
| -75% | -$3.55M |
|
777
Cross Country Healthcare
CCRN
$455M
| $1.17M | ﹤0.01% |
55,963
+6,371
| +13% | +$133K |
|
778
Trimble
TRMB
$19.1B
| $1.16M | ﹤0.01% |
19,988
-123,451
| -86% | -$7.19M |
|
779
AngioDynamics
ANGO
$445M
| $1.16M | ﹤0.01% |
59,819
+5,467
| +10% | +$106K |
|
780
Avery Dennison
AVY
$12.8B
| $1.14M | ﹤0.01% |
7,065
-30,648
| -81% | -$4.96M |
|
781
National Research Corp
NRC
$366M
| $1.14M | ﹤0.01% |
29,836
+3,813
| +15% | +$146K |
|
782
SolarEdge
SEDG
$1.75B
| $1.14M | ﹤0.01% |
4,162
-4,521
| -52% | -$1.24M |
|
|
API
783
Agora
API
$337M
| $1.13M | ﹤0.01% |
171,512
-142,848
| -45% | -$939K |
|
784
Outset Medical
OM
$241M
| $1.12M | ﹤0.01% |
5,008
+486
| +11% | +$108K |
|
785
PTC
PTC
$24.5B
| $1.09M | ﹤0.01% |
10,213
-41,891
| -80% | -$4.45M |
|
786
Chewy
CHWY
$14.5B
| $1.07M | ﹤0.01% |
30,812
+10,263
| +50% | +$356K |
|
787
TransUnion
TRU
$17.5B
| $1.06M | ﹤0.01% |
13,254
+2,828
| +27% | +$226K |
|
|
SRCL
788
DELISTED
Stericycle Inc
SRCL
| $1.04M | ﹤0.01% |
23,745
+8,061
| +51% | +$353K |
|
789
HubSpot
HUBS
$25.8B
| $1.02M | ﹤0.01% |
3,399
-7,804
| -70% | -$2.35M |
|
790
IDEX
IEX
$12.1B
| $997K | ﹤0.01% |
5,491
-18,937
| -78% | -$3.44M |
|
791
Entegris
ENTG
$12B
| $996K | ﹤0.01% |
10,816
-20,933
| -66% | -$1.93M |
|
792
DocuSign
DOCU
$15.9B
| $991K | ﹤0.01% |
+17,275
| New | +$991K |
|
793
OrthoPediatrics
KIDS
$484M
| $980K | ﹤0.01% |
22,714
+2,783
| +14% | +$120K |
|
794
MDU Resources
MDU
$3.36B
| $969K | ﹤0.01% |
94,408
+26,681
| +39% | +$274K |
|
795
Tyler Technologies
TYL
$23.6B
| $948K | ﹤0.01% |
2,851
+572
| +25% | +$190K |
|
796
Idacorp
IDA
$6.76B
| $939K | ﹤0.01% |
8,862
+2,660
| +43% | +$282K |
|
|
CUTR
797
DELISTED
Cutera, Inc.
CUTR
| $939K | ﹤0.01% |
+25,050
| New | +$939K |
|
798
OGE Energy
OGE
$8.85B
| $932K | ﹤0.01% |
24,174
-17
| -0.1% | -$655 |
|
|
BHVN
799
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $919K | ﹤0.01% |
6,308
+408
| +7% | +$59.4K |
|
|
GTM
800
ZoomInfo Technologies
GTM
$3.63B
| $913K | ﹤0.01% |
27,471
+7,014
| +34% | +$233K |
|