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 | |
|---|---|---|---|---|---|---|
426
First Solar
FSLR
$21.8B
| $5.82M | 0.02% |
69,522
+19,788
| +40% | +$1.66M |
|
427
Sealed Air
SEE
$4.99B
| $5.82M | 0.02% |
+86,917
| New | +$5.82M |
|
428
Autoliv
ALV
$9.8B
| $5.8M | 0.02% |
75,920
-36,707
| -33% | -$2.81M |
|
429
Edgewell Personal Care
EPC
$1.02B
| $5.77M | 0.02% |
157,355
+38,808
| +33% | +$1.42M |
|
430
Essex Property Trust
ESS
$17.3B
| $5.77M | 0.02% |
16,695
+12,366
| +286% | +$4.27M |
|
|
DFS
431
DELISTED
Discover Financial Services
DFS
| $5.75M | 0.02% |
+52,167
| New | +$5.75M |
|
432
Bunge Global
BG
$16.4B
| $5.74M | 0.02% |
51,767
+34,102
| +193% | +$3.78M |
|
433
Healthpeak Properties
DOC
$12.6B
| $5.73M | 0.02% |
166,901
+66,318
| +66% | +$2.28M |
|
434
Coca-Cola Consolidated
COKE
$10.8B
| $5.73M | 0.02% |
115,220
+16,970
| +17% | +$843K |
|
435
Fortive
FTV
$16.8B
| $5.72M | 0.02% |
+93,905
| New | +$5.72M |
|
436
Cal-Maine
CALM
$5.38B
| $5.7M | 0.02% |
103,193
+23,994
| +30% | +$1.32M |
|
437
Central Garden & Pet Class A
CENTA
$2.09B
| $5.67M | 0.02% |
173,933
+42,203
| +32% | +$1.38M |
|
438
State Street
STT
$32B
| $5.62M | 0.02% |
64,482
-982
| -2% | -$85.6K |
|
439
PTC
PTC
$24.8B
| $5.61M | 0.02% |
+52,104
| New | +$5.61M |
|
440
BorgWarner
BWA
$9.6B
| $5.61M | 0.02% |
163,786
-101,213
| -38% | -$3.47M |
|
441
Ingersoll Rand
IR
$32.2B
| $5.58M | 0.02% |
+110,830
| New | +$5.58M |
|
442
Teradyne
TER
$18.4B
| $5.57M | 0.02% |
+47,139
| New | +$5.57M |
|
443
Wynn Resorts
WYNN
$12.9B
| $5.57M | 0.02% |
+69,798
| New | +$5.57M |
|
444
Boston Properties
BXP
$12.1B
| $5.53M | 0.02% |
42,962
+12,768
| +42% | +$1.64M |
|
445
Flex
FLEX
$21.6B
| $5.51M | 0.02% |
393,911
+341,836
| +656% | +$4.78M |
|
446
Ameriprise Financial
AMP
$47.2B
| $5.49M | 0.02% |
18,291
-1,475
| -7% | -$443K |
|
447
T Rowe Price
TROW
$23.2B
| $5.49M | 0.02% |
36,279
-7,017
| -16% | -$1.06M |
|
448
STAAR Surgical
STAA
$1.39B
| $5.48M | 0.02% |
68,626
+16,534
| +32% | +$1.32M |
|
449
McCormick & Company Non-Voting
MKC
$18.7B
| $5.48M | 0.02% |
54,922
+20,965
| +62% | +$2.09M |
|
450
Royal Caribbean
RCL
$95.1B
| $5.46M | 0.02% |
+65,131
| New | +$5.46M |
|