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 | |
|---|---|---|---|---|---|---|
851
Graco
GGG
$14B
| $732K | ﹤0.01% |
12,329
-39,817
| -76% | -$2.36M |
|
852
AGCO
AGCO
$8.03B
| $731K | ﹤0.01% |
7,409
-15,147
| -67% | -$1.49M |
|
853
Morningstar
MORN
$10.9B
| $721K | ﹤0.01% |
2,982
+522
| +21% | +$126K |
|
|
VRAY
854
DELISTED
ViewRay, Inc.
VRAY
| $713K | ﹤0.01% |
268,958
+23,829
| +10% | +$63.2K |
|
855
Brookfield
BN
$99B
| $712K | ﹤0.01% |
19,855
-410
| -2% | -$14.7K |
|
856
Bentley Systems
BSY
$16.2B
| $700K | ﹤0.01% |
21,010
-55,060
| -72% | -$1.83M |
|
857
Ares Capital
ARCC
$15.7B
| $684K | ﹤0.01% |
38,137
-9,675
| -20% | -$174K |
|
858
Perdoceo Education
PRDO
$2.17B
| $682K | ﹤0.01% |
+57,882
| New | +$682K |
|
859
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $680K | ﹤0.01% |
7,497
-103
| -1% | -$9.34K |
|
860
Spire
SR
$4.47B
| $679K | ﹤0.01% |
9,136
+2,893
| +46% | +$215K |
|
861
GameStop
GME
$10.6B
| $675K | ﹤0.01% |
22,092
+5,548
| +34% | +$170K |
|
862
Simulations Plus
SLP
$285M
| $669K | ﹤0.01% |
13,567
-30,047
| -69% | -$1.48M |
|
|
ACCD
863
DELISTED
Accolade, Inc. Common Stock
ACCD
| $658K | ﹤0.01% |
88,939
+9,353
| +12% | +$69.2K |
|
864
Transmedics
TMDX
$3.69B
| $655K | ﹤0.01% |
+20,826
| New | +$655K |
|
865
EQT Corp
EQT
$31.4B
| $654K | ﹤0.01% |
+19,014
| New | +$654K |
|
866
SI-BONE Inc
SIBN
$692M
| $645K | ﹤0.01% |
48,861
+4,589
| +10% | +$60.6K |
|
867
Burlington
BURL
$17.7B
| $644K | ﹤0.01% |
4,725
+1,051
| +29% | +$143K |
|
868
Lincoln National
LNC
$7.88B
| $643K | ﹤0.01% |
+13,744
| New | +$643K |
|
|
TIGR
869
UP Fintech Holding
TIGR
$2.12B
| $637K | ﹤0.01% |
135,171
-109,976
| -45% | -$518K |
|
870
Neurocrine Biosciences
NBIX
$14.3B
| $634K | ﹤0.01% |
6,503
+1,483
| +30% | +$145K |
|
871
Bruker
BRKR
$4.73B
| $631K | ﹤0.01% |
10,053
+1,576
| +19% | +$98.9K |
|
872
Commerce Bancshares
CBSH
$8.04B
| $630K | ﹤0.01% |
11,105
-3,813
| -26% | -$216K |
|
873
Robinhood
HOOD
$105B
| $621K | ﹤0.01% |
+75,545
| New | +$621K |
|
|
GAP
874
The Gap, Inc.
GAP
$8.94B
| $619K | ﹤0.01% |
75,123
+53,290
| +244% | +$439K |
|
875
Zions Bancorporation
ZION
$8.4B
| $618K | ﹤0.01% |
12,132
-4,708
| -28% | -$240K |
|