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
|
$243M |
| 2 |
Procter & Gamble
PG
|
$205M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$138M |
| 4 |
Coca-Cola
KO
|
$137M |
| 5 |
Johnson & Johnson
JNJ
|
$127M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$442M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 3 |
NetEase
NTES
|
$28.5M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$27.4M |
| 5 |
Tesla
TSLA
|
$15.3M |
Sector Composition
| 1 | Consumer Staples | 23.66% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Healthcare | 9.52% |
| 4 | Technology | 3.33% |
| 5 | Financials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Generac Holdings
GNRC
$10.8B
| $726K | 0.01% |
+3,192
| New | +$726K |
|
427
Donaldson
DCI
$9.47B
| $713K | 0.01% |
12,754
+3,473
| +37% | +$194K |
|
428
Open Text
OTEX
$8.59B
| $713K | 0.01% |
+15,705
| New | +$713K |
|
|
AVLR
429
DELISTED
Avalara, Inc.
AVLR
| $705K | 0.01% |
4,274
+2,373
| +125% | +$391K |
|
430
Lincoln Electric
LECO
$13.4B
| $701K | 0.01% |
6,031
+1,607
| +36% | +$187K |
|
431
Brookfield
BN
$99.7B
| $677K | 0.01% |
20,411
| – | – |
|
432
Royalty Pharma
RPRX
$15.5B
| $677K | 0.01% |
+13,535
| New | +$677K |
|
433
BWX Technologies
BWXT
$15B
| $669K | 0.01% |
+11,095
| New | +$669K |
|
|
CRON
434
Cronos Group
CRON
$950M
| $666K | 0.01% |
+96,010
| New | +$666K |
|
435
Baker Hughes
BKR
$45B
| $665K | 0.01% |
+31,886
| New | +$665K |
|
|
MIC
436
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $665K | 0.01% |
+17,719
| New | +$665K |
|
437
MillerKnoll
MLKN
$1.44B
| $655K | 0.01% |
19,383
-4,564
| -19% | -$154K |
|
|
AUY
438
DELISTED
Yamana Gold, Inc.
AUY
| $650K | 0.01% |
113,938
+92,015
| +420% | +$525K |
|
439
Worthington Enterprises
WOR
$3.23B
| $648K | 0.01% |
20,462
-15,258
| -43% | -$483K |
|
440
SSR Mining
SSRM
$4.34B
| $614K | 0.01% |
+30,591
| New | +$614K |
|
441
Skechers
SKX
$9.5B
| $602K | 0.01% |
16,749
+1,326
| +9% | +$47.7K |
|
|
BEST
442
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $600K | 0.01% |
14,702
-5,011
| -25% | -$205K |
|
443
Shopify
SHOP
$190B
| $598K | 0.01% |
+5,300
| New | +$598K |
|
444
Bank OZK
OZK
$5.92B
| $584K | 0.01% |
+18,680
| New | +$584K |
|
445
Matsons
MATX
$3.33B
| $583K | 0.01% |
10,235
-3,876
| -27% | -$221K |
|
446
Intuit
INTU
$187B
| $580K | 0.01% |
+1,528
| New | +$580K |
|
|
XLNX
447
DELISTED
Xilinx Inc
XLNX
| $572K | 0.01% |
4,036
-13,103
| -76% | -$1.86M |
|
|
UFS
448
DELISTED
DOMTAR CORPORATION (New)
UFS
| $563K | ﹤0.01% |
17,796
-4,982
| -22% | -$158K |
|
449
Stantec
STN
$12.3B
| $551K | ﹤0.01% |
+17,012
| New | +$551K |
|
450
Enphase Energy
ENPH
$5.07B
| $545K | ﹤0.01% |
+3,108
| New | +$545K |
|