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 | |
|---|---|---|---|---|---|---|
326
Carnival Corp
CCL
$44B
| $8.8M | 0.04% |
+435,040
| New | +$8.8M |
|
327
Eastman Chemical
EMN
$7.8B
| $8.8M | 0.04% |
+78,506
| New | +$8.8M |
|
|
JOYY
328
JOYY Inc. American Depositary Shares
JOYY
$3.17B
| $8.8M | 0.04% |
239,489
+74,714
| +45% | +$2.74M |
|
329
FMC
FMC
$4.77B
| $8.67M | 0.03% |
+65,872
| New | +$8.67M |
|
330
Invitation Homes
INVH
$18.8B
| $8.62M | 0.03% |
+214,594
| New | +$8.62M |
|
331
Boston Beer
SAM
$2.4B
| $8.5M | 0.03% |
21,890
+1,830
| +9% | +$711K |
|
332
Globus Medical
GMED
$8.05B
| $8.37M | 0.03% |
113,486
+26,807
| +31% | +$1.98M |
|
|
TWTR
333
DELISTED
Twitter, Inc.
TWTR
| $8.35M | 0.03% |
+215,845
| New | +$8.35M |
|
334
Fiserv
FI
$73.8B
| $8.31M | 0.03% |
81,988
-5,249
| -6% | -$532K |
|
335
Weibo
WB
$2.92B
| $8.29M | 0.03% |
338,068
+32,069
| +10% | +$786K |
|
|
AMED
336
DELISTED
Amedisys
AMED
| $8.27M | 0.03% |
47,989
+12,438
| +35% | +$2.14M |
|
337
Verisk Analytics
VRSK
$37.2B
| $8.23M | 0.03% |
38,331
+18,167
| +90% | +$3.9M |
|
338
Waters Corp
WAT
$18B
| $8.2M | 0.03% |
26,411
+16,399
| +164% | +$5.09M |
|
|
DADA
339
DELISTED
Dada Nexus
DADA
| $8.14M | 0.03% |
891,681
+292,280
| +49% | +$2.67M |
|
340
Simply Good Foods
SMPL
$2.78B
| $8.11M | 0.03% |
213,791
+41,210
| +24% | +$1.56M |
|
341
UDR
UDR
$12.9B
| $8.1M | 0.03% |
141,143
+113,041
| +402% | +$6.48M |
|
342
Moderna
MRNA
$9.88B
| $8.04M | 0.03% |
46,681
+43,042
| +1,183% | +$7.41M |
|
343
Spectrum Brands
SPB
$1.33B
| $8.04M | 0.03% |
90,590
+68,300
| +306% | +$6.06M |
|
344
Carlisle Companies
CSL
$16.8B
| $8.02M | 0.03% |
32,610
-16,975
| -34% | -$4.17M |
|
345
Unity
U
$18.3B
| $8.01M | 0.03% |
+80,704
| New | +$8.01M |
|
346
Waste Connections
WCN
$45.8B
| $7.98M | 0.03% |
57,088
+26,091
| +84% | +$3.64M |
|
|
TWNK
347
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $7.97M | 0.03% |
363,264
+88,063
| +32% | +$1.93M |
|
348
ON Semiconductor
ON
$20B
| $7.92M | 0.03% |
+126,506
| New | +$7.92M |
|
349
Herbalife
HLF
$964M
| $7.9M | 0.03% |
260,336
+56,828
| +28% | +$1.73M |
|
350
Biogen
BIIB
$21.8B
| $7.9M | 0.03% |
37,519
+25,115
| +202% | +$5.29M |
|