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
|
+$905M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$588M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$579M |
| 4 |
Alibaba
BABA
|
+$277M |
| 5 |
SPDR Gold Trust
GLD
|
+$127M |
Top Sells
| 1 |
Danaher
DHR
|
+$46.9M |
| 2 |
Linde
LIN
|
+$29.9M |
| 3 |
Microsoft
MSFT
|
+$27.5M |
| 4 |
Walmart
WMT
|
+$27.4M |
| 5 |
Deere & Co
DE
|
+$26.6M |
Sector Composition
| 1 | Consumer Staples | 24.28% |
| 2 | Consumer Discretionary | 16.94% |
| 3 | Healthcare | 15.14% |
| 4 | Financials | 5.71% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTLT
476
DELISTED
CATALENT, INC.
CTLT
| $1.39M | 0.01% |
10,407
+3,258
| +46% | +$434K |
|
477
Perdoceo Education
PRDO
$2.18B
| $1.36M | 0.01% |
129,043
-1,561
| -1% | -$16.5K |
|
478
BCE
BCE
$22.7B
| $1.34M | 0.01% |
26,790
+114
| +0.4% | +$5.71K |
|
|
RUTH
479
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.33M | 0.01% |
64,164
-781
| -1% | -$16.2K |
|
|
CSII
480
DELISTED
Cardiovascular Systems, Inc.
CSII
| $1.31M | 0.01% |
39,920
-1,733
| -4% | -$56.9K |
|
481
Bank of Hawaii
BOH
$2.71B
| $1.3M | 0.01% |
15,807
+1,995
| +14% | +$164K |
|
482
OrthoPediatrics
KIDS
$514M
| $1.29M | 0.01% |
19,696
-859
| -4% | -$56.3K |
|
483
Associated Banc-Corp
ASB
$4.4B
| $1.29M | 0.01% |
60,104
+7,559
| +14% | +$162K |
|
484
EOG Resources
EOG
$64.2B
| $1.29M | 0.01% |
16,027
+12,427
| +345% | +$997K |
|
|
ATRI
485
DELISTED
Atrion Corp
ATRI
| $1.27M | 0.01% |
1,825
-76
| -4% | -$53K |
|
486
Addus HomeCare
ADUS
$2.11B
| $1.26M | 0.01% |
15,822
-685
| -4% | -$54.6K |
|
487
NetApp
NTAP
$24.2B
| $1.25M | 0.01% |
13,972
-74,527
| -84% | -$6.69M |
|
488
Calavo Growers
CVGW
$485M
| $1.25M | 0.01% |
32,617
+119
| +0.4% | +$4.55K |
|
489
Equity Residential
EQR
$25.4B
| $1.25M | 0.01% |
15,399
+520
| +3% | +$42.1K |
|
490
Federated Hermes
FHI
$4.07B
| $1.24M | 0.01% |
38,238
+5,119
| +15% | +$166K |
|
491
The Joint Corp
JYNT
$163M
| $1.22M | 0.01% |
+12,450
| New | +$1.22M |
|
492
Kinross Gold
KGC
$27.3B
| $1.21M | 0.01% |
226,513
-84,719
| -27% | -$454K |
|
493
BlackBerry
BB
$2.23B
| $1.19M | 0.01% |
121,732
-27,308
| -18% | -$266K |
|
494
Moody's
MCO
$91B
| $1.18M | 0.01% |
+3,318
| New | +$1.18M |
|
495
Verizon
VZ
$184B
| $1.18M | 0.01% |
21,784
+1,213
| +6% | +$65.5K |
|
|
DOYU
496
DouYu International Holdings
DOYU
$242M
| $1.17M | 0.01% |
35,580
+2,939
| +9% | +$96.7K |
|
497
Waters Corp
WAT
$18.4B
| $1.16M | 0.01% |
3,241
+2,083
| +180% | +$744K |
|
498
Best Buy
BBY
$16.2B
| $1.13M | 0.01% |
10,676
+6,736
| +171% | +$712K |
|
499
Pulmonx
LUNG
$69.3M
| $1.13M | 0.01% |
+31,352
| New | +$1.13M |
|
500
Omnicom Group
OMC
$15.3B
| $1.11M | 0.01% |
+15,255
| New | +$1.11M |
|