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 |
Alphabet (Google) Class A
GOOGL
|
+$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$161M |
| 3 |
Meta Platforms (Facebook)
META
|
+$98.7M |
| 4 |
Microsoft
MSFT
|
+$69.4M |
| 5 |
AbbVie
ABBV
|
+$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$216M |
| 2 |
Pinduoduo
PDD
|
+$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$111M |
| 4 |
Walmart
WMT
|
+$108M |
| 5 |
Bank of America
BAC
|
+$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Iron Mountain
IRM
$28.6B
| – | – |
-90,623
| Closed | -$4.52M |
|
902
ITT
ITT
$13.4B
| – | – |
-4,396
| Closed | -$357K |
|
903
JPMorgan Chase
JPM
$819B
| – | – |
-692,356
| Closed | -$92.8M |
|
904
KB Home
KBH
$4.49B
| – | – |
-8,182
| Closed | -$261K |
|
905
Keurig Dr Pepper
KDP
$37.5B
| – | – |
-221,077
| Closed | -$7.88M |
|
906
KeyCorp
KEY
$20.9B
| – | – |
-312,904
| Closed | -$5.45M |
|
907
Kosmos Energy
KOS
$775M
| – | – |
-335,022
| Closed | -$2.13M |
|
908
Loews
L
$19.9B
| – | – |
-79,598
| Closed | -$4.64M |
|
909
Liberty Broadband Class A
LBRDA
$8.64B
| – | – |
-17,156
| Closed | -$1.3M |
|
910
Liberty Global Class C
LBTYK
$4B
| – | – |
-13,759
| Closed | -$267K |
|
911
Leidos
LDOS
$23B
| – | – |
-22,564
| Closed | -$2.37M |
|
912
Lockheed Martin
LMT
$107B
| – | – |
-19,752
| Closed | -$9.61M |
|
913
LPL Financial
LPLA
$27.2B
| – | – |
-20,053
| Closed | -$4.33M |
|
914
Lumen
LUMN
$5.78B
| – | – |
-81,874
| Closed | -$427K |
|
915
Lyft
LYFT
$7.63B
| – | – |
-203,710
| Closed | -$2.24M |
|
916
Mercury Insurance
MCY
$4.32B
| – | – |
-22,868
| Closed | -$782K |
|
917
MongoDB
MDB
$26.9B
| – | – |
-8,390
| Closed | -$1.65M |
|
918
MDU Resources
MDU
$3.28B
| – | – |
-124,196
| Closed | -$1.43M |
|
919
Markel Group
MKL
$24.4B
| – | – |
-4,474
| Closed | -$5.89M |
|
920
Marsh & McLennan
MMC
$99.2B
| – | – |
-93,026
| Closed | -$15.4M |
|
921
Topgolf Callaway Brands
MODG
$1.68B
| – | – |
-14,653
| Closed | -$289K |
|
922
Morningstar
MORN
$10.9B
| – | – |
-2,269
| Closed | -$491K |
|
923
Monolithic Power Systems
MPWR
$41.1B
| – | – |
-2,757
| Closed | -$975K |
|
924
Medical Properties Trust
MPW
$2.77B
| – | – |
-45,956
| Closed | -$512K |
|
925
Marqeta
MQ
$2.69B
| – | – |
-66,425
| Closed | -$406K |
|