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 | |
|---|---|---|---|---|---|---|
451
Simon Property Group
SPG
$59.9B
| $5.4M | 0.02% |
+41,036
| New | +$5.4M |
|
452
Jabil
JBL
$23.1B
| $5.38M | 0.02% |
+87,125
| New | +$5.38M |
|
453
Cintas
CTAS
$82.2B
| $5.38M | 0.02% |
50,564
+3,248
| +7% | +$345K |
|
454
Dynatrace
DT
$14.8B
| $5.36M | 0.02% |
+113,790
| New | +$5.36M |
|
455
HubSpot
HUBS
$26.4B
| $5.32M | 0.02% |
+11,203
| New | +$5.32M |
|
456
Lantheus
LNTH
$3.68B
| $5.31M | 0.02% |
95,983
+22,752
| +31% | +$1.26M |
|
457
TAL Education Group
TAL
$6.57B
| $5.29M | 0.02% |
1,758,301
+573,884
| +48% | +$1.73M |
|
458
Ralph Lauren
RL
$19.1B
| $5.25M | 0.02% |
46,310
-27,735
| -37% | -$3.15M |
|
459
Medifast
MED
$154M
| $5.2M | 0.02% |
30,431
+7,011
| +30% | +$1.2M |
|
460
Levi Strauss
LEVI
$8.72B
| $5.18M | 0.02% |
262,165
-121,412
| -32% | -$2.4M |
|
461
RELX
RELX
$84.4B
| $5.17M | 0.02% |
166,298
+5,490
| +3% | +$171K |
|
462
Pricesmart
PSMT
$3.64B
| $5.16M | 0.02% |
65,365
+16,065
| +33% | +$1.27M |
|
463
Dell
DELL
$85.5B
| $5.14M | 0.02% |
+102,345
| New | +$5.14M |
|
464
XPO
XPO
$15.9B
| $5.13M | 0.02% |
118,524
-68,144
| -37% | -$2.95M |
|
465
Teva Pharmaceuticals
TEVA
$22.8B
| $5.09M | 0.02% |
541,514
+21,895
| +4% | +$206K |
|
466
AstraZeneca
AZN
$251B
| $5.08M | 0.02% |
76,586
+3,694
| +5% | +$245K |
|
467
Schrodinger
SDGR
$1.37B
| $5.08M | 0.02% |
148,772
+36,062
| +32% | +$1.23M |
|
|
IMAB
468
I-MAB
IMAB
$325M
| $5.07M | 0.02% |
311,998
+126,384
| +68% | +$2.05M |
|
469
Brown & Brown
BRO
$30.8B
| $5.06M | 0.02% |
70,021
+15,884
| +29% | +$1.15M |
|
470
Domino's
DPZ
$15.5B
| $5.05M | 0.02% |
12,409
+4,069
| +49% | +$1.66M |
|
471
Under Armour
UAA
$2.15B
| $5.05M | 0.02% |
296,600
-171,071
| -37% | -$2.91M |
|
472
Cheniere Energy
LNG
$52.1B
| $5.05M | 0.02% |
36,385
+30,609
| +530% | +$4.24M |
|
473
Norfolk Southern
NSC
$61.6B
| $5.03M | 0.02% |
17,633
+2,988
| +20% | +$852K |
|
474
Glaukos
GKOS
$5.08B
| $5.01M | 0.02% |
86,657
+21,780
| +34% | +$1.26M |
|
475
Treehouse Foods
THS
$899M
| $5M | 0.02% |
155,106
+38,891
| +33% | +$1.25M |
|