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 Core MSCI Emerging Markets ETF
IEMG
|
$59.6M |
| 2 |
Broadcom
AVGO
|
$44.9M |
| 3 |
Coca-Cola
KO
|
$43.7M |
| 4 |
Schlumberger
SLB
|
$40.5M |
| 5 |
Netflix
NFLX
|
$35.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6M |
| 2 |
Johnson & Johnson
JNJ
|
$71.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$49.9M |
| 4 |
Tradeweb Markets
TW
|
$48.3M |
| 5 |
Visa
V
|
$38.9M |
Sector Composition
| 1 | Consumer Staples | 26.54% |
| 2 | Healthcare | 20.27% |
| 3 | Consumer Discretionary | 12.77% |
| 4 | Technology | 5.34% |
| 5 | Financials | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $4.56M | 0.03% |
296,744
+2,280
| +0.8% | +$35K |
|
|
DQ
377
Daqo New Energy
DQ
$1.96B
| $4.52M | 0.03% |
149,462
-1,258
| -0.8% | -$38.1K |
|
378
Cavco Industries
CVCO
$4.32B
| $4.4M | 0.03% |
16,544
+12,324
| +292% | +$3.27M |
|
379
EXL Service
EXLS
$7.26B
| $4.36M | 0.03% |
+155,563
| New | +$4.36M |
|
380
LyondellBasell Industries
LYB
$17.7B
| $4.35M | 0.03% |
45,981
-141,058
| -75% | -$13.4M |
|
381
Adtalem Global Education
ATGE
$4.83B
| $4.31M | 0.03% |
100,677
-102,978
| -51% | -$4.41M |
|
382
QuidelOrtho
QDEL
$1.95B
| $4.31M | 0.03% |
58,975
+4,698
| +9% | +$343K |
|
|
GMS
383
DELISTED
GMS Inc
GMS
| $4.31M | 0.03% |
+67,315
| New | +$4.31M |
|
384
PBF Energy
PBF
$3.3B
| $4.26M | 0.03% |
+79,636
| New | +$4.26M |
|
385
Penumbra
PEN
$11B
| $4.15M | 0.03% |
17,141
-23,241
| -58% | -$5.62M |
|
386
Avnet
AVT
$4.49B
| $4.14M | 0.03% |
85,914
+57,506
| +202% | +$2.77M |
|
387
United Therapeutics
UTHR
$18.1B
| $4.1M | 0.02% |
18,147
-22,658
| -56% | -$5.12M |
|
388
Central Garden & Pet Class A
CENTA
$2.15B
| $4.09M | 0.02% |
127,548
+5,638
| +5% | +$181K |
|
|
JOYY
389
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $4.07M | 0.02% |
106,784
+6,684
| +7% | +$255K |
|
390
Green Plains
GPRE
$698M
| $4.02M | 0.02% |
+133,584
| New | +$4.02M |
|
|
NARI
391
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.99M | 0.02% |
61,019
+8,530
| +16% | +$558K |
|
392
Pricesmart
PSMT
$3.38B
| $3.98M | 0.02% |
53,498
+1,786
| +3% | +$133K |
|
393
Armstrong World Industries
AWI
$8.58B
| $3.96M | 0.02% |
55,047
+36,922
| +204% | +$2.66M |
|
394
American International
AIG
$43.9B
| $3.95M | 0.02% |
+65,163
| New | +$3.95M |
|
395
Graham Holdings Company
GHC
$4.93B
| $3.89M | 0.02% |
6,680
+141
| +2% | +$82.2K |
|
396
Taylor Morrison
TMHC
$7.1B
| $3.87M | 0.02% |
+90,877
| New | +$3.87M |
|
397
Huntsman Corp
HUN
$1.95B
| $3.86M | 0.02% |
158,074
-21,905
| -12% | -$534K |
|
398
Qualys
QLYS
$4.87B
| $3.85M | 0.02% |
25,243
+3,143
| +14% | +$479K |
|
399
Columbia Sportswear
COLM
$3.09B
| $3.81M | 0.02% |
51,412
+47,101
| +1,093% | +$3.49M |
|
400
CNX Resources
CNX
$4.18B
| $3.79M | 0.02% |
167,952
+125,580
| +296% | +$2.84M |
|