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 |
Walmart
WMT
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
NetEase
NTES
|
$28.5M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 5 |
Tesla
TSLA
|
$15.3M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Universal Display
OLED
$6.91B
| $1.33M | 0.01% |
5,790
+1,624
| +39% | +$373K |
|
|
PARA
352
DELISTED
Paramount Global Class B
PARA
| $1.33M | 0.01% |
+35,726
| New | +$1.33M |
|
|
SBNY
353
DELISTED
Signature Bank
SBNY
| $1.33M | 0.01% |
+9,836
| New | +$1.33M |
|
354
East-West Bancorp
EWBC
$14.8B
| $1.32M | 0.01% |
+25,987
| New | +$1.32M |
|
355
News Corp Class A
NWSA
$16.6B
| $1.31M | 0.01% |
72,621
+13,829
| +24% | +$249K |
|
356
Flex
FLEX
$20.8B
| $1.29M | 0.01% |
95,283
+32,537
| +52% | +$441K |
|
357
Crane NXT
CXT
$3.51B
| $1.28M | 0.01% |
47,311
-21,687
| -31% | -$585K |
|
|
AYX
358
DELISTED
Alteryx, Inc.
AYX
| $1.27M | 0.01% |
10,393
-3,467
| -25% | -$422K |
|
359
VF Corp
VFC
$5.86B
| $1.24M | 0.01% |
14,546
-86,750
| -86% | -$7.41M |
|
360
Eastman Chemical
EMN
$7.93B
| $1.23M | 0.01% |
12,232
-1,285
| -10% | -$129K |
|
361
Ingersoll Rand
IR
$32.2B
| $1.22M | 0.01% |
26,662
+10,485
| +65% | +$478K |
|
362
Sensata Technologies
ST
$4.66B
| $1.21M | 0.01% |
22,952
+11,000
| +92% | +$580K |
|
363
Comerica
CMA
$8.85B
| $1.19M | 0.01% |
+21,376
| New | +$1.19M |
|
364
Graco
GGG
$14.2B
| $1.19M | 0.01% |
16,430
+4,590
| +39% | +$332K |
|
365
Manhattan Associates
MANH
$13B
| $1.19M | 0.01% |
11,303
-14,569
| -56% | -$1.53M |
|
366
Nordson
NDSN
$12.6B
| $1.17M | 0.01% |
5,809
+1,600
| +38% | +$321K |
|
367
MSC Industrial Direct
MSM
$5.14B
| $1.16M | 0.01% |
13,726
-8,913
| -39% | -$752K |
|
368
Steel Dynamics
STLD
$19.8B
| $1.13M | 0.01% |
30,688
-56,130
| -65% | -$2.07M |
|
369
Wolfspeed
WOLF
$196M
| $1.11M | 0.01% |
10,508
+2,702
| +35% | +$286K |
|
|
WRK
370
DELISTED
WestRock Company
WRK
| $1.11M | 0.01% |
+25,495
| New | +$1.11M |
|
371
Entegris
ENTG
$12.4B
| $1.1M | 0.01% |
11,413
+3,539
| +45% | +$340K |
|
372
Zions Bancorporation
ZION
$8.34B
| $1.1M | 0.01% |
+25,205
| New | +$1.1M |
|
|
JWN
373
DELISTED
Nordstrom
JWN
| $1.09M | 0.01% |
35,043
-29,737
| -46% | -$928K |
|
374
First Horizon
FHN
$11.3B
| $1.09M | 0.01% |
+85,327
| New | +$1.09M |
|
375
Liberty Global Class A
LBTYA
$4.05B
| $1.09M | 0.01% |
+44,914
| New | +$1.09M |
|