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 |
Walmart
WMT
|
+$195M |
| 2 |
Procter & Gamble
PG
|
+$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$134M |
| 4 |
Alibaba
BABA
|
+$113M |
| 5 |
Coca-Cola
KO
|
+$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
+$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Jabil
JBL
$22.4B
| $487K | 0.01% |
+14,225
| New | +$487K |
|
402
Steelcase
SCS
$1.98B
| $479K | 0.01% |
47,361
+24,774
| +110% | +$251K |
|
403
Goodyear
GT
$2.46B
| $475K | 0.01% |
61,883
+8,163
| +15% | +$62.7K |
|
404
XPeng
XPEV
$19.6B
| $473K | 0.01% |
+23,589
| New | +$473K |
|
405
Skechers
SKX
$9.5B
| $466K | 0.01% |
+15,423
| New | +$466K |
|
406
XPO
XPO
$15.6B
| $459K | 0.01% |
+15,668
| New | +$459K |
|
407
Deluxe
DLX
$875M
| $444K | 0.01% |
+17,260
| New | +$444K |
|
|
NATI
408
DELISTED
National Instruments Corp
NATI
| $443K | 0.01% |
+12,421
| New | +$443K |
|
409
AGCO
AGCO
$8.23B
| $440K | 0.01% |
+5,931
| New | +$440K |
|
|
INOV
410
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $435K | 0.01% |
+16,452
| New | +$435K |
|
411
Adient
ADNT
$1.99B
| $432K | 0.01% |
24,934
+4,695
| +23% | +$81.3K |
|
412
Donaldson
DCI
$9.47B
| $431K | 0.01% |
+9,281
| New | +$431K |
|
413
ManpowerGroup
MAN
$1.78B
| $425K | 0.01% |
+5,800
| New | +$425K |
|
414
ODP
ODP
$642M
| $423K | 0.01% |
21,732
+11,580
| +114% | +$225K |
|
|
CTB
415
DELISTED
Cooper Tire & Rubber Co.
CTB
| $423K | 0.01% |
13,354
+1,757
| +15% | +$55.7K |
|
416
Lincoln Electric
LECO
$13.4B
| $407K | ﹤0.01% |
+4,424
| New | +$407K |
|
417
Xerox
XRX
$482M
| $399K | ﹤0.01% |
+21,278
| New | +$399K |
|
418
Carpenter Technology
CRS
$12.6B
| $358K | ﹤0.01% |
19,737
+10,520
| +114% | +$191K |
|
419
Chemours
CC
$2.43B
| $343K | ﹤0.01% |
+16,406
| New | +$343K |
|
420
iShares MSCI Mexico ETF
EWW
$1.85B
| $320K | ﹤0.01% |
9,579
-4,747
| -33% | -$159K |
|
421
Enovis
ENOV
$1.79B
| $290K | ﹤0.01% |
+5,374
| New | +$290K |
|
422
ATI
ATI
$10.7B
| $256K | ﹤0.01% |
29,356
+14,214
| +94% | +$124K |
|
423
Avnet
AVT
$4.45B
| $255K | ﹤0.01% |
+9,880
| New | +$255K |
|
|
COHR
424
DELISTED
Coherent Inc
COHR
| $246K | ﹤0.01% |
+2,220
| New | +$246K |
|
|
AVLR
425
DELISTED
Avalara, Inc.
AVLR
| $242K | ﹤0.01% |
+1,901
| New | +$242K |
|