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 | |
|---|---|---|---|---|---|---|
526
WaFd
WAFD
$2.48B
| $935K | 0.01% |
27,259
-3,034
| -10% | -$104K |
|
527
MSCI
MSCI
$44.5B
| $922K | 0.01% |
+1,516
| New | +$922K |
|
528
Waste Connections
WCN
$45.9B
| $918K | 0.01% |
+7,289
| New | +$918K |
|
529
Gaotu Techedu
GOTU
$877M
| $910K | 0.01% |
296,516
+118,171
| +66% | +$363K |
|
530
Vornado Realty Trust
VNO
$7.81B
| $909K | 0.01% |
21,639
+810
| +4% | +$34K |
|
531
Prologis
PLD
$104B
| $906K | 0.01% |
7,222
-4,138
| -36% | -$519K |
|
532
Ross Stores
ROST
$49.6B
| $905K | 0.01% |
+8,315
| New | +$905K |
|
|
NTUS
533
DELISTED
Natus Medical Inc
NTUS
| $901K | ﹤0.01% |
35,924
+72
| +0.2% | +$1.81K |
|
534
Wheaton Precious Metals
WPM
$48.1B
| $891K | ﹤0.01% |
23,665
-3,907
| -14% | -$147K |
|
|
JOBS
535
DELISTED
51job, Inc.
JOBS
| $890K | ﹤0.01% |
12,796
| – | – |
|
536
iShares MSCI South Korea ETF
EWY
$5.26B
| $886K | ﹤0.01% |
+10,979
| New | +$886K |
|
|
VIVO
537
DELISTED
Meridian Bioscience Inc
VIVO
| $881K | ﹤0.01% |
45,816
+176
| +0.4% | +$3.38K |
|
538
AutoZone
AZO
$71B
| $880K | ﹤0.01% |
+518
| New | +$880K |
|
539
Brookfield
BN
$99.7B
| $878K | ﹤0.01% |
20,269
| – | – |
|
540
Schlumberger
SLB
$53.4B
| $877K | ﹤0.01% |
29,584
-1,284
| -4% | -$38.1K |
|
541
Steel Dynamics
STLD
$19.8B
| $874K | ﹤0.01% |
14,937
+5,648
| +61% | +$330K |
|
|
CGC
542
Canopy Growth
CGC
$452M
| $869K | ﹤0.01% |
6,273
-978
| -13% | -$135K |
|
|
SPWR
543
DELISTED
SunPower Corporation Common Stock
SPWR
| $869K | ﹤0.01% |
38,295
+1,328
| +4% | +$30.1K |
|
544
Agnico Eagle Mines
AEM
$77.5B
| $868K | ﹤0.01% |
16,732
-601
| -3% | -$31.2K |
|
545
OraSure Technologies
OSUR
$238M
| $868K | ﹤0.01% |
76,778
+639
| +0.8% | +$7.22K |
|
546
Agilent Technologies
A
$36.3B
| $859K | ﹤0.01% |
5,453
-100,781
| -95% | -$15.9M |
|
547
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $831K | ﹤0.01% |
7,600
| – | – |
|
|
AUY
548
DELISTED
Yamana Gold, Inc.
AUY
| $819K | ﹤0.01% |
207,391
-17,466
| -8% | -$69K |
|
549
Synopsys
SNPS
$112B
| $816K | ﹤0.01% |
+2,725
| New | +$816K |
|
550
Elevance Health
ELV
$69.4B
| $814K | ﹤0.01% |
+2,183
| New | +$814K |
|