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
|
+$484M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$426M |
| 3 |
Alibaba
BABA
|
+$349M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$273M |
| 5 |
Procter & Gamble
PG
|
+$250M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$35.2M |
| 2 |
Home Depot
HD
|
+$33.5M |
| 3 |
SPDR Gold Trust
GLD
|
+$32.6M |
| 4 |
JD.com
JD
|
+$30.1M |
| 5 |
Tesla
TSLA
|
+$26.9M |
Sector Composition
| 1 | Consumer Staples | 25.86% |
| 2 | Healthcare | 17.87% |
| 3 | Consumer Discretionary | 13.79% |
| 4 | Technology | 4.61% |
| 5 | Financials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Envista
NVST
$3.52B
| $11.4M | 0.05% |
233,517
+56,055
| +32% | +$2.73M |
|
|
B
277
Barrick Mining Corporation
B
$49.5B
| $11.3M | 0.05% |
460,175
+278,552
| +153% | +$6.84M |
|
278
NovoCure
NVCR
$1.42B
| $11.3M | 0.05% |
136,280
+36,879
| +37% | +$3.06M |
|
279
Flowers Foods
FLO
$2.95B
| $11.2M | 0.05% |
436,878
+69,179
| +19% | +$1.78M |
|
280
Masimo
MASI
$7.86B
| $11.2M | 0.05% |
77,097
+20,261
| +36% | +$2.95M |
|
281
Genuine Parts
GPC
$19.6B
| $11.1M | 0.04% |
88,250
-48,582
| -36% | -$6.12M |
|
282
Xcel Energy
XEL
$43.4B
| $11.1M | 0.04% |
153,988
+121,864
| +379% | +$8.79M |
|
283
Fidelity National Information Services
FIS
$34.9B
| $11.1M | 0.04% |
110,035
+42,311
| +62% | +$4.25M |
|
284
Realty Income
O
$55.1B
| $11M | 0.04% |
158,204
+129,025
| +442% | +$8.94M |
|
285
NVR
NVR
$23.3B
| $10.9M | 0.04% |
2,446
-1,081
| -31% | -$4.83M |
|
286
Freshpet
FRPT
$2.69B
| $10.9M | 0.04% |
106,289
+22,290
| +27% | +$2.29M |
|
287
Rockwell Automation
ROK
$39.1B
| $10.7M | 0.04% |
+38,365
| New | +$10.7M |
|
288
Tandem Diabetes Care
TNDM
$841M
| $10.7M | 0.04% |
92,250
+22,390
| +32% | +$2.6M |
|
289
Grand Canyon Education
LOPE
$5.86B
| $10.5M | 0.04% |
107,828
+15,413
| +17% | +$1.5M |
|
290
Weyerhaeuser
WY
$18.2B
| $10.4M | 0.04% |
275,299
+197,750
| +255% | +$7.49M |
|
291
Encompass Health
EHC
$12.8B
| $10.4M | 0.04% |
184,174
+49,185
| +36% | +$2.78M |
|
292
Trimble
TRMB
$19.4B
| $10.3M | 0.04% |
+143,439
| New | +$10.3M |
|
293
Danaher
DHR
$137B
| $10.3M | 0.04% |
39,785
+22,921
| +136% | +$5.96M |
|
294
MetLife
MET
$53.6B
| $10.3M | 0.04% |
+146,037
| New | +$10.3M |
|
295
Owens Corning
OC
$12.9B
| $10.2M | 0.04% |
111,750
-23,186
| -17% | -$2.12M |
|
296
Consolidated Edison
ED
$35.4B
| $10.2M | 0.04% |
107,307
+57,336
| +115% | +$5.43M |
|
297
Ubiquiti
UI
$36.1B
| $10.1M | 0.04% |
+34,771
| New | +$10.1M |
|
|
SAFM
298
DELISTED
Sanderson Farms Inc
SAFM
| $10.1M | 0.04% |
53,921
+15,435
| +40% | +$2.89M |
|
|
SWAV
299
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $10M | 0.04% |
48,371
+12,024
| +33% | +$2.49M |
|
300
General Motors
GM
$56.1B
| $10M | 0.04% |
229,138
+28,772
| +14% | +$1.26M |
|