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 | |
|---|---|---|---|---|---|---|
|
NARI
476
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $5M | 0.02% |
55,165
+18,304
| +50% | +$1.66M |
|
477
Alphabet (Google) Class A
GOOGL
$2.9T
| $4.93M | 0.02% |
35,460
+26,080
| +278% | +$3.63M |
|
478
Mohawk Industries
MHK
$8.62B
| $4.93M | 0.02% |
39,656
-25,350
| -39% | -$3.15M |
|
479
Monolithic Power Systems
MPWR
$40.2B
| $4.92M | 0.02% |
+10,119
| New | +$4.92M |
|
480
Wabtec
WAB
$32.7B
| $4.91M | 0.02% |
+51,057
| New | +$4.91M |
|
481
Adtalem Global Education
ATGE
$4.9B
| $4.89M | 0.02% |
164,581
+49,009
| +42% | +$1.46M |
|
482
Neogen
NEOG
$1.25B
| $4.81M | 0.02% |
156,093
+37,044
| +31% | +$1.14M |
|
483
Arthur J. Gallagher & Co
AJG
$76.8B
| $4.78M | 0.02% |
27,392
-9,448
| -26% | -$1.65M |
|
484
Arch Capital
ACGL
$34.1B
| $4.76M | 0.02% |
98,284
+62,767
| +177% | +$3.04M |
|
485
Capri Holdings
CPRI
$2.52B
| $4.75M | 0.02% |
92,500
-58,451
| -39% | -$3M |
|
|
OSH
486
DELISTED
Oak Street Health, Inc.
OSH
| $4.71M | 0.02% |
175,207
+46,432
| +36% | +$1.25M |
|
487
GoodRx Holdings
GDRX
$1.45B
| $4.69M | 0.02% |
242,778
+93,844
| +63% | +$1.81M |
|
488
Knight Transportation
KNX
$6.89B
| $4.69M | 0.02% |
92,842
-63,515
| -41% | -$3.21M |
|
489
IDEX
IEX
$12.3B
| $4.68M | 0.02% |
+24,428
| New | +$4.68M |
|
490
Everest Group
EG
$14.4B
| $4.68M | 0.02% |
15,511
+10,449
| +206% | +$3.15M |
|
491
Haemonetics
HAE
$2.57B
| $4.65M | 0.02% |
73,493
+17,518
| +31% | +$1.11M |
|
|
PDCO
492
DELISTED
Patterson Companies, Inc.
PDCO
| $4.64M | 0.02% |
143,424
+38,917
| +37% | +$1.26M |
|
493
J&J Snack Foods
JJSF
$2.09B
| $4.64M | 0.02% |
29,892
+7,016
| +31% | +$1.09M |
|
494
iRobot
IRBT
$114M
| $4.6M | 0.02% |
72,577
+17,151
| +31% | +$1.09M |
|
495
Viatris
VTRS
$12B
| $4.57M | 0.02% |
420,069
+167,264
| +66% | +$1.82M |
|
496
West Pharmaceutical
WST
$18.8B
| $4.47M | 0.02% |
10,890
+2,525
| +30% | +$1.04M |
|
497
Sunrun
RUN
$3.93B
| $4.47M | 0.02% |
147,238
+55,908
| +61% | +$1.7M |
|
498
Huntsman Corp
HUN
$1.89B
| $4.41M | 0.02% |
+117,679
| New | +$4.41M |
|
499
Gentex
GNTX
$6.25B
| $4.38M | 0.02% |
150,261
-76,762
| -34% | -$2.24M |
|
500
Reynolds Consumer Products
REYN
$4.85B
| $4.38M | 0.02% |
149,283
+34,754
| +30% | +$1.02M |
|