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 | |
|---|---|---|---|---|---|---|
976
Lifestance Health
LFST
$2.09B
| $160K | ﹤0.01% |
+28,732
| New | +$160K |
|
977
Angi Inc
ANGI
$811M
| $158K | ﹤0.01% |
3,454
+754
| +28% | +$34.5K |
|
978
Acadia Pharmaceuticals
ACAD
$4.26B
| $154K | ﹤0.01% |
10,918
+1,929
| +21% | +$27.2K |
|
979
O-I Glass
OI
$1.97B
| $142K | ﹤0.01% |
+10,113
| New | +$142K |
|
|
DOYU
980
DouYu International Holdings
DOYU
$234M
| $138K | ﹤0.01% |
11,493
-10,146
| -47% | -$122K |
|
981
Sabre
SABR
$675M
| $130K | ﹤0.01% |
+22,254
| New | +$130K |
|
982
Capitol Federal Financial
CFFN
$846M
| $97K | ﹤0.01% |
10,553
-3,551
| -25% | -$32.6K |
|
983
ADT
ADT
$7.13B
| $78K | ﹤0.01% |
+12,665
| New | +$78K |
|
|
LOGC
984
DELISTED
ContextLogic
LOGC
| $78K | ﹤0.01% |
1,634
+476
| +41% | +$22.7K |
|
|
AUY
985
DELISTED
Yamana Gold, Inc.
AUY
| $75K | ﹤0.01% |
16,119
-302,266
| -95% | -$1.41M |
|
986
Accenture
ACN
$159B
| – | – |
-211,086
| Closed | -$71.2M |
|
987
Analog Devices
ADI
$122B
| – | – |
-128,959
| Closed | -$21.3M |
|
988
Agnico Eagle Mines
AEM
$76.3B
| – | – |
-40,956
| Closed | -$2.51M |
|
989
AES
AES
$9.21B
| – | – |
-252,542
| Closed | -$6.5M |
|
990
AMC Entertainment Holdings
AMC
$1.41B
| – | – |
-2,707
| Closed | -$667K |
|
991
American Tower
AMT
$92.9B
| – | – |
-177,471
| Closed | -$44.6M |
|
992
AptarGroup
ATR
$9.13B
| – | – |
-34,168
| Closed | -$4.02M |
|
993
Broadcom
AVGO
$1.58T
| – | – |
-192,290
| Closed | -$12.1M |
|
994
Axon Enterprise
AXON
$57.2B
| – | – |
-3,489
| Closed | -$481K |
|
995
AXIS Capital
AXS
$7.62B
| – | – |
-12,564
| Closed | -$760K |
|
|
996
Alibaba
BABA
$323B
| – | – |
-7,480,545
| Closed | -$814M |
|
997
Ball Corp
BALL
$13.9B
| – | – |
-146,726
| Closed | -$13.2M |
|
998
Bilibili
BILI
$9.25B
| – | – |
-1,099,588
| Closed | -$28.1M |
|
|
BLDP
999
Ballard Power Systems
BLDP
$598M
| – | – |
-10,620
| Closed | -$124K |
|
1000
Cheesecake Factory
CAKE
$3.02B
| – | – |
-80,777
| Closed | -$3.21M |
|