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 | |
|---|---|---|---|---|---|---|
376
Palantir
PLTR
$390B
| $7.09M | 0.03% |
+516,460
| New | +$7.09M |
|
377
WEC Energy
WEC
$35.3B
| $7.04M | 0.03% |
70,509
+53,240
| +308% | +$5.31M |
|
378
Bank of New York Mellon
BK
$74.5B
| $7M | 0.03% |
141,029
-7,444
| -5% | -$369K |
|
379
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $6.93M | 0.03% |
450,260
+128,986
| +40% | +$1.99M |
|
380
Shake Shack
SHAK
$4.18B
| $6.92M | 0.03% |
101,868
+24,216
| +31% | +$1.64M |
|
381
Ollie's Bargain Outlet
OLLI
$8.07B
| $6.88M | 0.03% |
160,109
+36,412
| +29% | +$1.56M |
|
382
Copart
CPRT
$47.3B
| $6.83M | 0.03% |
217,828
+95,536
| +78% | +$3M |
|
383
WD-40
WDFC
$2.88B
| $6.8M | 0.03% |
37,130
+8,841
| +31% | +$1.62M |
|
384
Agilon Health
AGL
$448M
| $6.79M | 0.03% |
267,856
+86,073
| +47% | +$2.18M |
|
385
The Ensign Group
ENSG
$9.75B
| $6.78M | 0.03% |
75,353
+18,278
| +32% | +$1.65M |
|
386
Garmin
GRMN
$46.4B
| $6.76M | 0.03% |
+56,967
| New | +$6.76M |
|
387
Integra LifeSciences
IART
$1.21B
| $6.7M | 0.03% |
104,273
+23,292
| +29% | +$1.5M |
|
388
RPM International
RPM
$16.5B
| $6.68M | 0.03% |
82,076
-44,241
| -35% | -$3.6M |
|
389
F5
FFIV
$19.2B
| $6.68M | 0.03% |
+31,966
| New | +$6.68M |
|
390
iQIYI
IQ
$2.52B
| $6.67M | 0.03% |
1,469,346
+492,480
| +50% | +$2.24M |
|
391
Skyworks Solutions
SWKS
$11.1B
| $6.63M | 0.03% |
+49,741
| New | +$6.63M |
|
392
Zillow
Z
$21.6B
| $6.63M | 0.03% |
+134,464
| New | +$6.63M |
|
393
Avery Dennison
AVY
$13.1B
| $6.56M | 0.03% |
37,713
+24,166
| +178% | +$4.2M |
|
394
Kilroy Realty
KRC
$5.08B
| $6.54M | 0.03% |
85,527
+24,835
| +41% | +$1.9M |
|
395
AES
AES
$9.15B
| $6.5M | 0.03% |
252,542
+162,305
| +180% | +$4.18M |
|
|
ZEN
396
DELISTED
ZENDESK INC
ZEN
| $6.5M | 0.03% |
+54,020
| New | +$6.5M |
|
397
iRhythm Technologies
IRTC
$5.82B
| $6.5M | 0.03% |
41,244
+9,880
| +32% | +$1.56M |
|
398
Occidental Petroleum
OXY
$45.3B
| $6.46M | 0.03% |
+113,851
| New | +$6.46M |
|
399
Certara
CERT
$1.75B
| $6.43M | 0.03% |
299,490
+77,038
| +35% | +$1.65M |
|
400
Equifax
EFX
$32.1B
| $6.43M | 0.03% |
27,127
+12,231
| +82% | +$2.9M |
|