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 | |
|---|---|---|---|---|---|---|
351
Edgewell Personal Care
EPC
$1.04B
| $3.41M | 0.02% |
93,795
+11,339
| +14% | +$412K |
|
352
Haemonetics
HAE
$2.59B
| $3.37M | 0.02% |
47,669
-4,236
| -8% | -$299K |
|
353
Viatris
VTRS
$12.2B
| $3.35M | 0.02% |
246,912
-49,828
| -17% | -$675K |
|
|
OCFT
354
OneConnect Financial Technology
OCFT
$285M
| $3.33M | 0.02% |
81,111
+63,699
| +366% | +$2.61M |
|
355
Levi Strauss
LEVI
$8.67B
| $3.32M | 0.02% |
+135,430
| New | +$3.32M |
|
356
Seaboard Corp
SEB
$3.81B
| $3.3M | 0.02% |
804
+127
| +19% | +$521K |
|
357
Open Text
OTEX
$8.68B
| $3.27M | 0.02% |
66,914
+20,264
| +43% | +$989K |
|
358
Usana Health Sciences
USNA
$564M
| $3.23M | 0.02% |
35,035
-1,495
| -4% | -$138K |
|
359
Adtalem Global Education
ATGE
$4.89B
| $3.23M | 0.02% |
85,323
-2,936
| -3% | -$111K |
|
360
Pembina Pipeline
PBA
$22.3B
| $3.21M | 0.02% |
+101,164
| New | +$3.21M |
|
|
NOAH
361
Noah Holdings
NOAH
$802M
| $3.2M | 0.02% |
86,235
+33,898
| +65% | +$1.26M |
|
362
Moderna
MRNA
$9.72B
| $3.2M | 0.02% |
+8,309
| New | +$3.2M |
|
363
Commerce Bancshares
CBSH
$8.11B
| $3.18M | 0.02% |
55,433
+6,870
| +14% | +$394K |
|
364
CorVel
CRVL
$4.54B
| $3.12M | 0.02% |
50,265
-4,620
| -8% | -$287K |
|
365
Gilead Sciences
GILD
$141B
| $3.12M | 0.02% |
44,619
-82,091
| -65% | -$5.73M |
|
366
Cal-Maine
CALM
$5.37B
| $3.09M | 0.02% |
85,569
-3,259
| -4% | -$118K |
|
|
CD
367
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $3.06M | 0.02% |
363,303
+285,327
| +366% | +$2.4M |
|
368
Strategic Education
STRA
$1.98B
| $3.04M | 0.02% |
43,115
-1,731
| -4% | -$122K |
|
369
Altria Group
MO
$110B
| $3.02M | 0.02% |
+66,271
| New | +$3.02M |
|
370
Boston Properties
BXP
$11.7B
| $3.02M | 0.02% |
27,829
-4,954
| -15% | -$537K |
|
371
Booking.com
BKNG
$179B
| $3M | 0.02% |
+1,262
| New | +$3M |
|
372
Cullen/Frost Bankers
CFR
$8.35B
| $2.98M | 0.02% |
25,133
+3,684
| +17% | +$437K |
|
373
Shopify
SHOP
$189B
| $2.97M | 0.02% |
21,910
+3,250
| +17% | +$441K |
|
374
AtriCure
ATRC
$1.8B
| $2.92M | 0.02% |
41,930
-1,494
| -3% | -$104K |
|
|
NUVA
375
DELISTED
NuVasive, Inc.
NUVA
| $2.9M | 0.02% |
48,430
-3,855
| -7% | -$231K |
|