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 | |
|---|---|---|---|---|---|---|
501
Cintas
CTAS
$81.4B
| $1.1M | 0.01% |
+11,604
| New | +$1.1M |
|
502
Akamai
AKAM
$11.2B
| $1.09M | 0.01% |
10,413
-4,634
| -31% | -$485K |
|
503
BioMarin Pharmaceuticals
BMRN
$10.7B
| $1.08M | 0.01% |
14,010
-9,171
| -40% | -$709K |
|
504
National Healthcare
NHC
$1.77B
| $1.08M | 0.01% |
15,469
-381
| -2% | -$26.7K |
|
505
Twilio
TWLO
$16.4B
| $1.08M | 0.01% |
+3,371
| New | +$1.08M |
|
|
VRN
506
DELISTED
Veren
VRN
| $1.07M | 0.01% |
232,668
-2,727
| -1% | -$12.6K |
|
507
Cerus
CERS
$247M
| $1.07M | 0.01% |
175,280
-4,518
| -3% | -$27.5K |
|
508
Macerich
MAC
$4.57B
| $1.05M | 0.01% |
63,037
+2,906
| +5% | +$48.5K |
|
509
O'Reilly Automotive
ORLY
$90.7B
| $1.05M | 0.01% |
+25,860
| New | +$1.05M |
|
|
TSP
510
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $1.05M | 0.01% |
+28,191
| New | +$1.05M |
|
511
Verisk Analytics
VRSK
$37.5B
| $1.04M | 0.01% |
+5,195
| New | +$1.04M |
|
512
BellRing Brands
BRBR
$4.75B
| $1.04M | 0.01% |
33,783
+26,158
| +343% | +$804K |
|
|
VRAY
513
DELISTED
ViewRay, Inc.
VRAY
| $1.04M | 0.01% |
+143,930
| New | +$1.04M |
|
514
AngioDynamics
ANGO
$447M
| $1.04M | 0.01% |
39,956
-165
| -0.4% | -$4.28K |
|
515
Hartford Financial Services
HIG
$36.8B
| $1.02M | 0.01% |
14,579
+426
| +3% | +$29.9K |
|
516
Netflix
NFLX
$537B
| $1.02M | 0.01% |
+1,672
| New | +$1.02M |
|
517
Tenet Healthcare
THC
$17.4B
| $1.02M | 0.01% |
15,285
+3,061
| +25% | +$203K |
|
518
LeMaitre Vascular
LMAT
$2.16B
| $1.01M | 0.01% |
+18,952
| New | +$1.01M |
|
519
Nike
NKE
$109B
| $997K | 0.01% |
+6,864
| New | +$997K |
|
|
WRK
520
DELISTED
WestRock Company
WRK
| $989K | 0.01% |
19,848
+813
| +4% | +$40.5K |
|
521
Transmedics
TMDX
$3.69B
| $970K | 0.01% |
29,326
+121
| +0.4% | +$4K |
|
522
Atmos Energy
ATO
$26.3B
| $941K | 0.01% |
10,672
+355
| +3% | +$31.3K |
|
523
National Research Corp
NRC
$372M
| $939K | 0.01% |
22,275
-862
| -4% | -$36.3K |
|
524
Copart
CPRT
$46.5B
| $936K | 0.01% |
+26,996
| New | +$936K |
|
525
Edison International
EIX
$21.1B
| $936K | 0.01% |
16,877
+560
| +3% | +$31.1K |
|