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 | |
|---|---|---|---|---|---|---|
251
Philip Morris
PM
$256B
| $6.84M | 0.04% |
+72,137
| New | +$6.84M |
|
252
RH
RH
$4.36B
| $6.79M | 0.04% |
+10,185
| New | +$6.79M |
|
253
Encompass Health
EHC
$12.6B
| $6.72M | 0.04% |
112,573
-17,080
| -13% | -$1.02M |
|
254
Schrodinger
SDGR
$1.43B
| $6.67M | 0.04% |
121,982
-3,187
| -3% | -$174K |
|
|
SWAV
255
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $6.61M | 0.04% |
32,121
-2,732
| -8% | -$562K |
|
256
Ryder
R
$7.57B
| $6.55M | 0.04% |
79,177
+23,768
| +43% | +$1.97M |
|
257
MarketAxess Holdings
MKTX
$7.03B
| $6.52M | 0.04% |
15,487
-876
| -5% | -$369K |
|
258
Brown & Brown
BRO
$30.8B
| $6.47M | 0.04% |
116,641
-174
| -0.1% | -$9.65K |
|
259
Carter's
CRI
$1.05B
| $6.41M | 0.04% |
65,875
+16,919
| +35% | +$1.65M |
|
260
iQIYI
IQ
$2.69B
| $6.39M | 0.04% |
795,531
+333,336
| +72% | +$2.68M |
|
261
Coca-Cola Consolidated
COKE
$10.7B
| $6.29M | 0.03% |
159,570
-3,810
| -2% | -$150K |
|
262
AstraZeneca
AZN
$252B
| $6.26M | 0.03% |
104,233
+12,897
| +14% | +$775K |
|
263
HUTCHMED
HCM
$2.76B
| $6.24M | 0.03% |
170,551
+81,634
| +92% | +$2.99M |
|
264
Envista
NVST
$3.46B
| $6.17M | 0.03% |
147,568
-12,330
| -8% | -$516K |
|
265
Franklin Resources
BEN
$12.8B
| $6.14M | 0.03% |
206,654
+56,006
| +37% | +$1.66M |
|
|
SBNY
266
DELISTED
Signature Bank
SBNY
| $6.14M | 0.03% |
22,536
+4,887
| +28% | +$1.33M |
|
267
Floor & Decor
FND
$9.35B
| $6.08M | 0.03% |
50,324
+41,309
| +458% | +$4.99M |
|
|
WBA
268
DELISTED
Walgreens Boots Alliance
WBA
| $6.02M | 0.03% |
127,909
-33,229
| -21% | -$1.56M |
|
269
QuidelOrtho
QDEL
$1.94B
| $5.94M | 0.03% |
42,071
-2,102
| -5% | -$297K |
|
270
Adient
ADNT
$1.95B
| $5.91M | 0.03% |
142,568
+50,766
| +55% | +$2.1M |
|
|
API
271
Agora
API
$328M
| $5.83M | 0.03% |
201,037
+157,830
| +365% | +$4.58M |
|
272
Simply Good Foods
SMPL
$2.83B
| $5.8M | 0.03% |
168,293
-5,211
| -3% | -$180K |
|
273
Trex
TREX
$6.43B
| $5.7M | 0.03% |
55,876
+24,961
| +81% | +$2.54M |
|
274
Adobe
ADBE
$150B
| $5.67M | 0.03% |
9,851
-15,529
| -61% | -$8.94M |
|
275
STAAR Surgical
STAA
$1.37B
| $5.57M | 0.03% |
43,329
-3,324
| -7% | -$427K |
|