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 | |
|---|---|---|---|---|---|---|
376
CryoPort
CYRX
$493M
| $2.87M | 0.02% |
43,115
-3,668
| -8% | -$244K |
|
377
Domino's
DPZ
$15.6B
| $2.85M | 0.02% |
5,974
+1,622
| +37% | +$774K |
|
378
AdaptHealth
AHCO
$1.25B
| $2.85M | 0.02% |
122,293
-8,672
| -7% | -$202K |
|
|
BNR
379
Burning Rock Biotech
BNR
$102M
| $2.83M | 0.02% |
15,820
+12,424
| +366% | +$2.22M |
|
380
Smith & Nephew
SNN
$16.8B
| $2.82M | 0.02% |
82,123
+34,036
| +71% | +$1.17M |
|
|
AXNX
381
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.81M | 0.02% |
43,104
-3,374
| -7% | -$220K |
|
|
VCRA
382
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $2.8M | 0.02% |
61,081
-2,241
| -4% | -$103K |
|
383
Weyerhaeuser
WY
$18.2B
| $2.79M | 0.02% |
78,435
-873
| -1% | -$31.1K |
|
384
Integer Holdings
ITGR
$3.7B
| $2.77M | 0.02% |
31,049
-2,505
| -7% | -$224K |
|
385
Fiserv
FI
$74.2B
| $2.77M | 0.02% |
+25,544
| New | +$2.77M |
|
386
Voya Financial
VOYA
$7.28B
| $2.77M | 0.02% |
45,061
+3,262
| +8% | +$200K |
|
387
Vertex Pharmaceuticals
VRTX
$102B
| $2.74M | 0.02% |
15,117
-8,139
| -35% | -$1.48M |
|
388
Boeing
BA
$174B
| $2.72M | 0.01% |
+12,379
| New | +$2.72M |
|
|
PDCO
389
DELISTED
Patterson Companies, Inc.
PDCO
| $2.69M | 0.01% |
89,387
+17,787
| +25% | +$536K |
|
390
Teva Pharmaceuticals
TEVA
$22.6B
| $2.68M | 0.01% |
275,217
+33,548
| +14% | +$327K |
|
391
Intuit
INTU
$187B
| $2.67M | 0.01% |
+4,939
| New | +$2.67M |
|
392
e.l.f. Beauty
ELF
$7.88B
| $2.65M | 0.01% |
91,097
-3,524
| -4% | -$102K |
|
393
Stride
LRN
$7.25B
| $2.64M | 0.01% |
73,386
-3,194
| -4% | -$115K |
|
|
SGFY
394
DELISTED
Signify Health, Inc.
SGFY
| $2.62M | 0.01% |
146,479
+18,799
| +15% | +$336K |
|
|
ACCD
395
DELISTED
Accolade, Inc. Common Stock
ACCD
| $2.58M | 0.01% |
61,272
+1,548
| +3% | +$65.3K |
|
|
HSKA
396
DELISTED
Heska Corp
HSKA
| $2.58M | 0.01% |
9,994
-743
| -7% | -$192K |
|
397
Automatic Data Processing
ADP
$120B
| $2.57M | 0.01% |
12,870
+11,573
| +892% | +$2.31M |
|
|
BIG
398
DELISTED
Big Lots, Inc.
BIG
| $2.56M | 0.01% |
59,081
-1,575
| -3% | -$68.3K |
|
399
XPO
XPO
$15.4B
| $2.54M | 0.01% |
+53,659
| New | +$2.54M |
|
|
TIGR
400
UP Fintech Holding
TIGR
$2.12B
| $2.52M | 0.01% |
237,905
+179,546
| +308% | +$1.9M |
|