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 | |
|---|---|---|---|---|---|---|
251
Tencent Music
TME
$37.8B
| $15.1M | 0.06% |
3,017,694
-92,352
| -3% | -$464K |
|
252
Carrier Global
CARR
$55.8B
| $15.1M | 0.06% |
424,427
+46,872
| +12% | +$1.67M |
|
253
Linde
LIN
$223B
| $15.1M | 0.06% |
52,554
-223,784
| -81% | -$64.3M |
|
254
iShares MSCI South Korea ETF
EWY
$5.26B
| $14.8M | 0.06% |
254,576
+214,460
| +535% | +$12.5M |
|
|
SII
255
Sprott
SII
$1.75B
| $14.8M | 0.06% |
426,194
+399,055
| +1,470% | +$13.8M |
|
256
Bright Horizons
BFAM
$6.62B
| $14.7M | 0.06% |
174,228
+9,556
| +6% | +$808K |
|
257
Masimo
MASI
$8.08B
| $14.7M | 0.06% |
112,373
+35,276
| +46% | +$4.61M |
|
258
Corning
GLW
$61.8B
| $14.6M | 0.06% |
462,429
-177,608
| -28% | -$5.6M |
|
259
TJX Companies
TJX
$157B
| $14.6M | 0.06% |
260,822
+61,870
| +31% | +$3.46M |
|
260
Masco
MAS
$15.9B
| $14.5M | 0.06% |
287,419
+136,173
| +90% | +$6.89M |
|
261
Liberty Broadband Class C
LBRDK
$8.69B
| $14.4M | 0.06% |
+124,776
| New | +$14.4M |
|
262
Texas Roadhouse
TXRH
$11.1B
| $14.4M | 0.06% |
196,298
+15,204
| +8% | +$1.11M |
|
263
Inspire Medical Systems
INSP
$2.47B
| $14.4M | 0.06% |
78,611
+4,209
| +6% | +$769K |
|
264
Cohen & Steers
CNS
$3.67B
| $14.3M | 0.06% |
224,288
+205,941
| +1,122% | +$13.1M |
|
265
eBay
EBAY
$42.5B
| $14.2M | 0.06% |
340,235
+268,843
| +377% | +$11.2M |
|
266
Teladoc Health
TDOC
$1.38B
| $14M | 0.06% |
422,831
+24,509
| +6% | +$814K |
|
267
Canadian National Railway
CNI
$59.5B
| $14M | 0.06% |
124,924
-10,075
| -7% | -$1.13M |
|
268
Southern Copper
SCCO
$84B
| $14M | 0.06% |
294,843
-228,422
| -44% | -$10.8M |
|
269
Valero Energy
VLO
$48.9B
| $14M | 0.06% |
131,527
+99,768
| +314% | +$10.6M |
|
270
Sherwin-Williams
SHW
$93.6B
| $14M | 0.06% |
62,336
+3,526
| +6% | +$790K |
|
271
Pinterest
PINS
$24.8B
| $13.9M | 0.06% |
767,566
+731,719
| +2,041% | +$13.3M |
|
272
Apple
AAPL
$3.48T
| $13.8M | 0.06% |
100,891
+88,706
| +728% | +$12.1M |
|
273
VF Corp
VFC
$6.08B
| $13.6M | 0.06% |
308,575
+60,165
| +24% | +$2.66M |
|
274
Tapestry
TPR
$21.8B
| $13.6M | 0.06% |
444,641
+276,931
| +165% | +$8.45M |
|
275
Amgen
AMGN
$151B
| $13.3M | 0.06% |
54,786
+398
| +0.7% | +$96.8K |
|