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 | |
|---|---|---|---|---|---|---|
851
Enviri
NVRI
$959M
| $213K | ﹤0.01% |
57,054
-1,968
| -3% | -$7.35K |
|
852
Newell Brands
NWL
$2.54B
| $208K | ﹤0.01% |
14,976
-85,609
| -85% | -$1.19M |
|
|
BNR
853
Burning Rock Biotech
BNR
$95.5M
| $207K | ﹤0.01% |
8,672
-297
| -3% | -$7.09K |
|
|
LSXMA
854
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $202K | ﹤0.01% |
+7,211
| New | +$202K |
|
855
Freshworks
FRSH
$3.79B
| $180K | ﹤0.01% |
+13,850
| New | +$180K |
|
856
Host Hotels & Resorts
HST
$12.1B
| $176K | ﹤0.01% |
+11,110
| New | +$176K |
|
857
Gaotu Techedu
GOTU
$865M
| $162K | ﹤0.01% |
134,127
-4,721
| -3% | -$5.7K |
|
858
QuantumScape
QS
$4.73B
| $151K | ﹤0.01% |
17,948
-14,809
| -45% | -$125K |
|
859
AMC Entertainment Holdings
AMC
$1.42B
| $150K | ﹤0.01% |
+2,158
| New | +$150K |
|
860
ADT
ADT
$7.05B
| $114K | ﹤0.01% |
15,223
+2,558
| +20% | +$19.2K |
|
861
Codexis
CDXS
$219M
| $114K | ﹤0.01% |
18,736
-878
| -4% | -$5.34K |
|
|
DOYU
862
DouYu International Holdings
DOYU
$242M
| $113K | ﹤0.01% |
11,320
-173
| -2% | -$1.73K |
|
863
Clarivate
CLVT
$2.85B
| $106K | ﹤0.01% |
+11,251
| New | +$106K |
|
864
Angi Inc
ANGI
$769M
| $62K | ﹤0.01% |
2,105
-1,349
| -39% | -$39.7K |
|
865
Aurora
AUR
$10B
| $43K | ﹤0.01% |
19,436
-64,171
| -77% | -$142K |
|
866
Opko Health
OPK
$1.12B
| $25K | ﹤0.01% |
+13,209
| New | +$25K |
|
867
Spectrum Brands
SPB
$1.3B
| – | – |
-34,388
| Closed | -$2.82M |
|
868
Spirit AeroSystems
SPR
$4.76B
| – | – |
-7,034
| Closed | -$206K |
|
869
Seagate
STX
$41.1B
| – | – |
-98,367
| Closed | -$7.03M |
|
870
Sensient Technologies
SXT
$4.51B
| – | – |
-2,826
| Closed | -$228K |
|
871
AT&T
T
$209B
| – | – |
-3,393,604
| Closed | -$71.1M |
|
872
Teradata
TDC
$1.99B
| – | – |
-7,254
| Closed | -$268K |
|
873
TransDigm Group
TDG
$72.5B
| – | – |
-3,698
| Closed | -$1.99M |
|
874
Teledyne Technologies
TDY
$25.6B
| – | – |
-3,147
| Closed | -$1.18M |
|
875
Thor Industries
THO
$5.66B
| – | – |
-101,435
| Closed | -$7.58M |
|