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 | |
|---|---|---|---|---|---|---|
476
Enovis
ENOV
$1.84B
| $441K | ﹤0.01% |
6,696
+1,322
| +25% | +$87.1K |
|
477
Agnico Eagle Mines
AEM
$76.3B
| $436K | ﹤0.01% |
+6,199
| New | +$436K |
|
478
Steelcase
SCS
$1.97B
| $428K | ﹤0.01% |
31,572
-15,789
| -33% | -$214K |
|
|
VRN
479
DELISTED
Veren
VRN
| $427K | ﹤0.01% |
183,339
+33,828
| +23% | +$78.8K |
|
480
CAE Inc
CAE
$8.53B
| $424K | ﹤0.01% |
+15,320
| New | +$424K |
|
481
LKQ Corp
LKQ
$8.33B
| $405K | ﹤0.01% |
11,483
-69,263
| -86% | -$2.44M |
|
482
TransAlta
TAC
$3.64B
| $405K | ﹤0.01% |
+53,359
| New | +$405K |
|
483
Associated Banc-Corp
ASB
$4.42B
| $402K | ﹤0.01% |
+23,598
| New | +$402K |
|
|
STAY
484
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $395K | ﹤0.01% |
+26,668
| New | +$395K |
|
485
Jazz Pharmaceuticals
JAZZ
$7.86B
| $372K | ﹤0.01% |
+2,255
| New | +$372K |
|
486
JB Hunt Transport Services
JBHT
$13.9B
| $368K | ﹤0.01% |
2,692
-24,737
| -90% | -$3.38M |
|
487
Travel + Leisure Co
TNL
$4.08B
| $355K | ﹤0.01% |
+7,920
| New | +$355K |
|
488
Deluxe
DLX
$876M
| $353K | ﹤0.01% |
12,081
-5,179
| -30% | -$151K |
|
|
COHR
489
DELISTED
Coherent Inc
COHR
| $352K | ﹤0.01% |
2,348
+128
| +6% | +$19.2K |
|
490
Equinox Gold
EQX
$7.65B
| $350K | ﹤0.01% |
+33,898
| New | +$350K |
|
491
Take-Two Interactive
TTWO
$44.2B
| $350K | ﹤0.01% |
+1,683
| New | +$350K |
|
492
Cameco
CCJ
$33B
| $349K | ﹤0.01% |
+26,107
| New | +$349K |
|
493
IAMGOLD
IAG
$5.7B
| $344K | ﹤0.01% |
+93,742
| New | +$344K |
|
494
Graham Holdings Company
GHC
$4.93B
| $341K | ﹤0.01% |
640
-1,108
| -63% | -$590K |
|
495
iShares MSCI Mexico ETF
EWW
$1.84B
| $335K | ﹤0.01% |
7,798
-1,781
| -19% | -$76.5K |
|
496
EOG Resources
EOG
$64.4B
| $319K | ﹤0.01% |
+6,405
| New | +$319K |
|
497
TFS Financial
TFSL
$3.82B
| $315K | ﹤0.01% |
+17,841
| New | +$315K |
|
498
Rogers Communications
RCI
$19.4B
| $310K | ﹤0.01% |
+6,659
| New | +$310K |
|
499
RB Global
RBA
$21.4B
| $308K | ﹤0.01% |
+4,435
| New | +$308K |
|
500
Franco-Nevada
FNV
$37.3B
| $302K | ﹤0.01% |
+2,411
| New | +$302K |
|