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 | |
|---|---|---|---|---|---|---|
501
Lennar Class A
LEN
$36.9B
| $291K | ﹤0.01% |
3,946
-81,695
| -95% | -$6.02M |
|
|
NGD
502
New Gold Inc
NGD
$5.16B
| $290K | ﹤0.01% |
+132,005
| New | +$290K |
|
503
WaFd
WAFD
$2.48B
| $285K | ﹤0.01% |
+11,078
| New | +$285K |
|
|
PVG
504
DELISTED
PRETIUM RESOURCES INC.
PVG
| $279K | ﹤0.01% |
+24,361
| New | +$279K |
|
505
NRG Energy
NRG
$28.6B
| $274K | ﹤0.01% |
+7,309
| New | +$274K |
|
506
Pan American Silver
PAAS
$15.1B
| $274K | ﹤0.01% |
+7,964
| New | +$274K |
|
|
SJR
507
DELISTED
Shaw Communications Inc.
SJR
| $270K | ﹤0.01% |
+15,390
| New | +$270K |
|
508
BlackBerry
BB
$2.29B
| $266K | ﹤0.01% |
+40,096
| New | +$266K |
|
|
NEPT
509
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
| $263K | ﹤0.01% |
121
+88
| +267% | +$191K |
|
510
D.R. Horton
DHI
$54.9B
| $261K | ﹤0.01% |
3,785
-90,737
| -96% | -$6.26M |
|
511
Bombardier Recreational Products
DOOO
$4.99B
| $261K | ﹤0.01% |
+3,949
| New | +$261K |
|
512
Zoetis
ZTS
$67.3B
| $258K | ﹤0.01% |
+1,559
| New | +$258K |
|
513
Telus
TU
$25.1B
| $257K | ﹤0.01% |
+13,000
| New | +$257K |
|
|
MXIM
514
DELISTED
Maxim Integrated Products
MXIM
| $257K | ﹤0.01% |
+2,897
| New | +$257K |
|
515
Hudbay
HBM
$5.22B
| $255K | ﹤0.01% |
+36,422
| New | +$255K |
|
|
SGEN
516
DELISTED
Seagen Inc. Common Stock
SGEN
| $254K | ﹤0.01% |
+1,449
| New | +$254K |
|
517
CommScope
COMM
$3.59B
| $243K | ﹤0.01% |
18,134
-578
| -3% | -$7.75K |
|
518
Expedia Group
EXPE
$26.9B
| $241K | ﹤0.01% |
+1,822
| New | +$241K |
|
519
Zillow
ZG
$21B
| $239K | ﹤0.01% |
+1,760
| New | +$239K |
|
520
Capitol Federal Financial
CFFN
$843M
| $221K | ﹤0.01% |
+17,719
| New | +$221K |
|
521
Illumina
ILMN
$15.5B
| $212K | ﹤0.01% |
+590
| New | +$212K |
|
522
Canadian Natural Resources
CNQ
$63B
| $210K | ﹤0.01% |
+17,827
| New | +$210K |
|
|
PRMW
523
DELISTED
Primo Water Corporation
PRMW
| $183K | ﹤0.01% |
+11,696
| New | +$183K |
|
524
Cenovus Energy
CVE
$28.8B
| $137K | ﹤0.01% |
+22,520
| New | +$137K |
|
525
Vermilion Energy
VET
$1.13B
| $47K | ﹤0.01% |
+10,602
| New | +$47K |
|