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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
KeyCorp
KEY
$21B
| $3.88M | 0.02% |
167,612
-208,870
| -55% | -$4.83M |
|
|
MOMO
352
Hello Group
MOMO
$1.3B
| $3.87M | 0.02% |
430,949
+81,538
| +23% | +$732K |
|
353
Equinix
EQIX
$74.9B
| $3.84M | 0.02% |
4,544
+12
| +0.3% | +$10.1K |
|
354
Brown & Brown
BRO
$31.5B
| $3.81M | 0.02% |
54,137
-62,504
| -54% | -$4.39M |
|
355
Shopify
SHOP
$190B
| $3.75M | 0.02% |
27,160
+5,250
| +24% | +$724K |
|
356
Waters Corp
WAT
$18.4B
| $3.73M | 0.02% |
10,012
+6,771
| +209% | +$2.52M |
|
357
Health Catalyst
HCAT
$238M
| $3.73M | 0.02% |
94,095
+7,695
| +9% | +$305K |
|
358
Regions Financial
RF
$24.1B
| $3.72M | 0.02% |
170,562
-201,991
| -54% | -$4.4M |
|
359
iRhythm Technologies
IRTC
$6.01B
| $3.69M | 0.02% |
31,364
+2,804
| +10% | +$330K |
|
360
KB Home
KBH
$4.62B
| $3.66M | 0.02% |
81,851
-59,127
| -42% | -$2.64M |
|
361
iRobot
IRBT
$104M
| $3.65M | 0.02% |
55,426
+6,618
| +14% | +$436K |
|
|
MDC
362
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.64M | 0.02% |
65,173
-42,571
| -40% | -$2.38M |
|
363
Raymond James Financial
RJF
$33.1B
| $3.64M | 0.02% |
36,235
-44,167
| -55% | -$4.43M |
|
364
Healthpeak Properties
DOC
$12.7B
| $3.63M | 0.02% |
+100,583
| New | +$3.63M |
|
365
J&J Snack Foods
JJSF
$2.11B
| $3.61M | 0.02% |
22,876
-10,003
| -30% | -$1.58M |
|
366
Pricesmart
PSMT
$3.44B
| $3.61M | 0.02% |
49,300
-3,648
| -7% | -$267K |
|
367
Reynolds Consumer Products
REYN
$4.83B
| $3.6M | 0.02% |
114,529
-238,295
| -68% | -$7.48M |
|
368
Travelers Companies
TRV
$61.8B
| $3.59M | 0.02% |
+22,945
| New | +$3.59M |
|
369
Citizens Financial Group
CFG
$22.3B
| $3.57M | 0.02% |
75,600
-90,976
| -55% | -$4.3M |
|
|
NOAH
370
Noah Holdings
NOAH
$787M
| $3.56M | 0.02% |
115,851
+29,616
| +34% | +$909K |
|
371
M&T Bank
MTB
$31.1B
| $3.52M | 0.02% |
22,934
-27,134
| -54% | -$4.17M |
|
|
SBNY
372
DELISTED
Signature Bank
SBNY
| $3.5M | 0.02% |
10,807
-11,729
| -52% | -$3.79M |
|
373
Suncor Energy
SU
$48.8B
| $3.49M | 0.02% |
139,154
-36,363
| -21% | -$911K |
|
374
Boston Properties
BXP
$12B
| $3.48M | 0.02% |
30,194
+2,365
| +8% | +$272K |
|
|
B
375
Barrick Mining Corporation
B
$49.5B
| $3.46M | 0.02% |
181,623
-22,385
| -11% | -$426K |
|