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 | |
|---|---|---|---|---|---|---|
176
Legend Biotech
LEGN
$6.66B
| $13.5M | 0.08% |
278,942
-174,681
| -39% | -$8.42M |
|
177
Expedia Group
EXPE
$26.6B
| $13.2M | 0.08% |
135,802
+1,253
| +0.9% | +$122K |
|
178
Vipshop
VIPS
$8.45B
| $13.2M | 0.08% |
866,495
-727,466
| -46% | -$11M |
|
179
Corpay
CPAY
$22.4B
| $13.1M | 0.08% |
62,238
+3,336
| +6% | +$703K |
|
180
Henry Schein
HSIC
$8.42B
| $13M | 0.08% |
159,863
-63,110
| -28% | -$5.15M |
|
181
United Rentals
URI
$62.7B
| $12.6M | 0.08% |
31,744
+31,018
| +4,272% | +$12.3M |
|
182
Penumbra
PEN
$11B
| $12.4M | 0.08% |
44,375
-227
| -0.5% | -$63.3K |
|
183
Warner Music
WMG
$17B
| $12.2M | 0.07% |
367,043
+152,398
| +71% | +$5.09M |
|
184
BioMarin Pharmaceuticals
BMRN
$11.1B
| $12.1M | 0.07% |
124,044
+17,665
| +17% | +$1.72M |
|
185
Extra Space Storage
EXR
$31.3B
| $12M | 0.07% |
73,901
-141,359
| -66% | -$23M |
|
186
Bentley Systems
BSY
$16.3B
| $11.8M | 0.07% |
274,557
+193,659
| +239% | +$8.33M |
|
187
Tencent Music
TME
$37.7B
| $11.7M | 0.07% |
1,418,099
-975,856
| -41% | -$8.08M |
|
188
Netflix
NFLX
$529B
| $11.7M | 0.07% |
33,970
-50,452
| -60% | -$17.4M |
|
189
O'Reilly Automotive
ORLY
$89B
| $11.7M | 0.07% |
206,790
+51,360
| +33% | +$2.91M |
|
190
Willis Towers Watson
WTW
$32.1B
| $11.6M | 0.07% |
49,941
+1,209
| +2% | +$281K |
|
191
Fox Class A
FOXA
$27.4B
| $11.5M | 0.07% |
338,640
+133,505
| +65% | +$4.55M |
|
192
Teleflex
TFX
$5.78B
| $11.5M | 0.07% |
45,508
+10,128
| +29% | +$2.57M |
|
193
Prudential Financial
PRU
$37.2B
| $11.4M | 0.07% |
137,895
+134,005
| +3,445% | +$11.1M |
|
194
Oneok
OKE
$45.7B
| $11.4M | 0.07% |
178,741
+39,102
| +28% | +$2.48M |
|
195
Masimo
MASI
$8B
| $11.3M | 0.07% |
61,450
+882
| +1% | +$163K |
|
196
Dentsply Sirona
XRAY
$2.92B
| $11.3M | 0.07% |
287,867
-51,448
| -15% | -$2.02M |
|
197
Devon Energy
DVN
$22.1B
| $11.2M | 0.07% |
221,209
+40,729
| +23% | +$2.06M |
|
198
Sprouts Farmers Market
SFM
$13.6B
| $11.1M | 0.07% |
315,920
-79,018
| -20% | -$2.77M |
|
199
Lam Research
LRCX
$130B
| $10.9M | 0.07% |
206,370
+197,580
| +2,248% | +$10.5M |
|
200
Planet Labs
PL
$1.98B
| $10.9M | 0.07% |
2,775,744
+1,276,666
| +85% | +$5.02M |
|