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 | |
|---|---|---|---|---|---|---|
|
HES
501
DELISTED
Hess
HES
| $4.36M | 0.02% |
40,749
+33,308
| +448% | +$3.57M |
|
502
DTE Energy
DTE
$28.2B
| $4.35M | 0.02% |
32,895
+22,585
| +219% | +$2.99M |
|
503
Interparfums
IPAR
$3.47B
| $4.34M | 0.02% |
49,338
+11,769
| +31% | +$1.04M |
|
504
Arrow Electronics
ARW
$6.54B
| $4.34M | 0.02% |
+36,567
| New | +$4.34M |
|
|
CD
505
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $4.32M | 0.02% |
682,701
+225,314
| +49% | +$1.42M |
|
506
The Beauty Health Co
SKIN
$292M
| $4.31M | 0.02% |
+255,552
| New | +$4.31M |
|
507
GSK
GSK
$81.5B
| $4.28M | 0.02% |
78,561
+4,291
| +6% | +$234K |
|
|
ATVI
508
DELISTED
Activision Blizzard Inc.
ATVI
| $4.28M | 0.02% |
53,395
+44,968
| +534% | +$3.6M |
|
509
AtriCure
ATRC
$1.75B
| $4.25M | 0.02% |
64,786
+15,930
| +33% | +$1.05M |
|
|
NUVA
510
DELISTED
NuVasive, Inc.
NUVA
| $4.21M | 0.02% |
74,252
+17,579
| +31% | +$997K |
|
|
SIVB
511
DELISTED
SVB Financial Group
SIVB
| $4.21M | 0.02% |
7,524
-2,915
| -28% | -$1.63M |
|
512
RLX Technology
RLX
$3.22B
| $4.2M | 0.02% |
2,347,335
+423,046
| +22% | +$757K |
|
513
Nordson
NDSN
$12.6B
| $4.18M | 0.02% |
+18,420
| New | +$4.18M |
|
514
Smith & Nephew
SNN
$16.5B
| $4.18M | 0.02% |
131,065
+13,717
| +12% | +$438K |
|
515
Strategic Education
STRA
$1.94B
| $4.17M | 0.02% |
62,873
+15,483
| +33% | +$1.03M |
|
516
Entegris
ENTG
$12B
| $4.17M | 0.02% |
+31,749
| New | +$4.17M |
|
517
Shopify
SHOP
$185B
| $4.13M | 0.02% |
60,960
+33,800
| +124% | +$2.29M |
|
518
Broadridge
BR
$29.3B
| $4.1M | 0.02% |
26,336
+14,021
| +114% | +$2.18M |
|
519
eBay
EBAY
$41.7B
| $4.09M | 0.02% |
71,392
+65,939
| +1,209% | +$3.78M |
|
520
Skechers
SKX
$9.5B
| $4.08M | 0.02% |
+100,054
| New | +$4.08M |
|
|
NOAH
521
Noah Holdings
NOAH
$787M
| $4.05M | 0.02% |
172,253
+56,402
| +49% | +$1.33M |
|
522
Devon Energy
DVN
$22.5B
| $4.04M | 0.02% |
+68,375
| New | +$4.04M |
|
523
Incyte
INCY
$16.8B
| $4.04M | 0.02% |
50,810
+28,716
| +130% | +$2.28M |
|
524
Stride
LRN
$6.89B
| $4.02M | 0.02% |
110,588
+26,181
| +31% | +$951K |
|
525
AptarGroup
ATR
$8.98B
| $4.02M | 0.02% |
+34,168
| New | +$4.02M |
|