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 | |
|---|---|---|---|---|---|---|
351
Prudential Financial
PRU
$37.7B
| $7.89M | 0.03% |
+66,745
| New | +$7.89M |
|
352
Vertex Pharmaceuticals
VRTX
$102B
| $7.87M | 0.03% |
30,152
+17,735
| +143% | +$4.63M |
|
|
LSI
353
DELISTED
Life Storage, Inc.
LSI
| $7.86M | 0.03% |
+55,993
| New | +$7.86M |
|
354
Whirlpool
WHR
$5.31B
| $7.82M | 0.03% |
45,275
-14,145
| -24% | -$2.44M |
|
355
Beyond Meat
BYND
$199M
| $7.75M | 0.03% |
160,385
+83,063
| +107% | +$4.01M |
|
356
Universal Display
OLED
$6.57B
| $7.75M | 0.03% |
46,397
+32,765
| +240% | +$5.47M |
|
357
Masco
MAS
$15.7B
| $7.71M | 0.03% |
151,246
-86,458
| -36% | -$4.41M |
|
358
AMN Healthcare
AMN
$727M
| $7.66M | 0.03% |
73,378
+16,569
| +29% | +$1.73M |
|
359
Cracker Barrel
CBRL
$1.16B
| $7.65M | 0.03% |
64,443
+15,981
| +33% | +$1.9M |
|
360
Cognex
CGNX
$7.55B
| $7.63M | 0.03% |
+98,948
| New | +$7.63M |
|
361
Advance Auto Parts
AAP
$3.73B
| $7.61M | 0.03% |
36,752
-27,504
| -43% | -$5.69M |
|
362
News Corp Class A
NWSA
$16.6B
| $7.6M | 0.03% |
+343,067
| New | +$7.6M |
|
363
Dover
DOV
$24.4B
| $7.57M | 0.03% |
+48,271
| New | +$7.57M |
|
364
Pultegroup
PHM
$27.4B
| $7.56M | 0.03% |
180,503
-67,676
| -27% | -$2.84M |
|
365
LKQ Corp
LKQ
$8.47B
| $7.56M | 0.03% |
166,511
-107,439
| -39% | -$4.88M |
|
366
Booking.com
BKNG
$178B
| $7.39M | 0.03% |
3,147
+2,097
| +200% | +$4.92M |
|
|
LHCG
367
DELISTED
LHC Group LLC
LHCG
| $7.39M | 0.03% |
43,826
+10,342
| +31% | +$1.74M |
|
368
SBA Communications
SBAC
$21.4B
| $7.38M | 0.03% |
21,451
+9,840
| +85% | +$3.39M |
|
369
Evolent Health
EVH
$1.08B
| $7.33M | 0.03% |
226,836
+56,491
| +33% | +$1.82M |
|
370
Aon
AON
$80.3B
| $7.28M | 0.03% |
22,359
-21,174
| -49% | -$6.9M |
|
371
O'Reilly Automotive
ORLY
$91.5B
| $7.22M | 0.03% |
158,175
+75,255
| +91% | +$3.44M |
|
372
ICU Medical
ICUI
$3.33B
| $7.21M | 0.03% |
32,369
+10,282
| +47% | +$2.29M |
|
373
Eversource Energy
ES
$24.1B
| $7.15M | 0.03% |
81,060
+62,027
| +326% | +$5.47M |
|
374
New Oriental
EDU
$8.93B
| $7.13M | 0.03% |
620,103
+203,592
| +49% | +$2.34M |
|
375
Merit Medical Systems
MMSI
$5.34B
| $7.12M | 0.03% |
106,987
+35,119
| +49% | +$2.34M |
|