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 | |
|---|---|---|---|---|---|---|
326
Medifast
MED
$149M
| $3.93M | 0.02% |
20,376
-594
| -3% | -$114K |
|
327
Zions Bancorporation
ZION
$8.42B
| $3.87M | 0.02% |
62,506
+6,483
| +12% | +$401K |
|
328
American Well
AMWL
$112M
| $3.85M | 0.02% |
21,119
-516
| -2% | -$94K |
|
329
Treehouse Foods
THS
$905M
| $3.85M | 0.02% |
96,414
+7,144
| +8% | +$285K |
|
330
Marsh & McLennan
MMC
$100B
| $3.84M | 0.02% |
25,369
+23,802
| +1,519% | +$3.6M |
|
331
iRobot
IRBT
$104M
| $3.83M | 0.02% |
48,808
-1,635
| -3% | -$128K |
|
332
Canadian Natural Resources
CNQ
$63B
| $3.77M | 0.02% |
210,702
+149,648
| +245% | +$2.68M |
|
333
Lockheed Martin
LMT
$107B
| $3.77M | 0.02% |
+10,924
| New | +$3.77M |
|
|
NVRO
334
DELISTED
NEVRO CORP.
NVRO
| $3.76M | 0.02% |
32,334
-2,439
| -7% | -$284K |
|
|
NARI
335
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.75M | 0.02% |
46,261
-3,688
| -7% | -$299K |
|
336
Merit Medical Systems
MMSI
$5.47B
| $3.75M | 0.02% |
52,222
-4,484
| -8% | -$322K |
|
|
MOMO
337
Hello Group
MOMO
$1.3B
| $3.7M | 0.02% |
349,411
+140,105
| +67% | +$1.48M |
|
|
B
338
Barrick Mining Corporation
B
$49.5B
| $3.68M | 0.02% |
204,008
-7,355
| -3% | -$133K |
|
339
Suncor Energy
SU
$48.8B
| $3.64M | 0.02% |
+175,517
| New | +$3.64M |
|
340
Beyond Meat
BYND
$194M
| $3.61M | 0.02% |
34,269
-1,317
| -4% | -$139K |
|
341
Equinix
EQIX
$74.9B
| $3.58M | 0.02% |
4,532
+155
| +4% | +$122K |
|
342
Norfolk Southern
NSC
$61.8B
| $3.58M | 0.02% |
14,966
+450
| +3% | +$108K |
|
343
Biogen
BIIB
$20.7B
| $3.57M | 0.02% |
12,622
-5,234
| -29% | -$1.48M |
|
344
Jefferies Financial Group
JEF
$13.2B
| $3.56M | 0.02% |
100,254
+24,811
| +33% | +$881K |
|
345
Ares Capital
ARCC
$15.9B
| $3.52M | 0.02% |
173,358
+26,219
| +18% | +$533K |
|
346
First Horizon
FHN
$11.3B
| $3.5M | 0.02% |
214,673
+42,768
| +25% | +$697K |
|
347
Nu Skin
NUS
$570M
| $3.49M | 0.02% |
86,156
+2,277
| +3% | +$92.2K |
|
348
SEI Investments
SEIC
$10.8B
| $3.46M | 0.02% |
58,382
-1,382
| -2% | -$82K |
|
349
Telus
TU
$25.1B
| $3.44M | 0.02% |
156,407
+30,334
| +24% | +$667K |
|
|
ONEM
350
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $3.41M | 0.02% |
168,430
+30,626
| +22% | +$620K |
|