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 MSCI Emerging Markets ETF
EEM
|
$905M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$588M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$579M |
| 4 |
Alibaba
BABA
|
$277M |
| 5 |
SPDR Gold Trust
GLD
|
$127M |
Top Sells
| 1 |
Danaher
DHR
|
$46.9M |
| 2 |
Linde
LIN
|
$29.9M |
| 3 |
Microsoft
MSFT
|
$27.5M |
| 4 |
Walmart
WMT
|
$27.4M |
| 5 |
Deere & Co
DE
|
$26.6M |
Sector Composition
| 1 | Consumer Staples | 24.28% |
| 2 | Consumer Discretionary | 16.94% |
| 3 | Healthcare | 15.14% |
| 4 | Financials | 5.71% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Regions Financial
RF
$24.1B
| $7.94M | 0.04% |
372,553
+70,330
| +23% | +$1.5M |
|
|
DQ
227
Daqo New Energy
DQ
$1.96B
| $7.91M | 0.04% |
138,824
+73,809
| +114% | +$4.21M |
|
228
Papa John's
PZZA
$1.58B
| $7.88M | 0.04% |
62,030
+2,820
| +5% | +$358K |
|
229
Citizens Financial Group
CFG
$22.3B
| $7.83M | 0.04% |
166,576
+36,500
| +28% | +$1.71M |
|
|
KC
230
Kingsoft Cloud Holdings
KC
$3.78B
| $7.77M | 0.04% |
274,266
+72,432
| +36% | +$2.05M |
|
231
Union Pacific
UNP
$131B
| $7.75M | 0.04% |
39,527
+856
| +2% | +$168K |
|
232
Grand Canyon Education
LOPE
$5.74B
| $7.69M | 0.04% |
87,444
-6,451
| -7% | -$567K |
|
233
U-Haul Holding Co
UHAL
$11.2B
| $7.69M | 0.04% |
119,020
+35,330
| +42% | +$2.28M |
|
234
Chemed
CHE
$6.79B
| $7.59M | 0.04% |
16,310
+452
| +3% | +$210K |
|
235
Ollie's Bargain Outlet
OLLI
$8.18B
| $7.55M | 0.04% |
125,160
-4,946
| -4% | -$298K |
|
236
M&T Bank
MTB
$31.2B
| $7.48M | 0.04% |
50,068
+6,140
| +14% | +$917K |
|
237
Raymond James Financial
RJF
$33B
| $7.42M | 0.04% |
80,402
+10,487
| +15% | +$968K |
|
238
Herbalife
HLF
$1.02B
| $7.35M | 0.04% |
173,463
-35,470
| -17% | -$1.5M |
|
|
JOYY
239
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $7.35M | 0.04% |
134,029
+52,686
| +65% | +$2.89M |
|
240
RLX Technology
RLX
$3.18B
| $7.34M | 0.04% |
1,624,857
+748,648
| +85% | +$3.38M |
|
241
Goodyear
GT
$2.43B
| $7.31M | 0.04% |
413,103
+195,669
| +90% | +$3.46M |
|
242
Hain Celestial
HAIN
$164M
| $7.23M | 0.04% |
169,059
+18,673
| +12% | +$799K |
|
243
American Water Works
AWK
$28B
| $7.16M | 0.04% |
42,331
+9,208
| +28% | +$1.56M |
|
244
Pfizer
PFE
$141B
| $7.11M | 0.04% |
165,303
+3,978
| +2% | +$171K |
|
245
Globus Medical
GMED
$8.18B
| $7.04M | 0.04% |
91,916
-7,504
| -8% | -$575K |
|
|
SAFM
246
DELISTED
Sanderson Farms Inc
SAFM
| $6.99M | 0.04% |
37,150
-2,539
| -6% | -$478K |
|
247
Coursera
COUR
$1.84B
| $6.93M | 0.04% |
+218,862
| New | +$6.93M |
|
248
Principal Financial Group
PFG
$17.8B
| $6.91M | 0.04% |
107,265
+13,754
| +15% | +$886K |
|
249
Tandem Diabetes Care
TNDM
$850M
| $6.88M | 0.04% |
57,608
-4,997
| -8% | -$597K |
|
250
New Oriental
EDU
$7.98B
| $6.86M | 0.04% |
334,521
+130,479
| +64% | +$2.67M |
|