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 | |
|---|---|---|---|---|---|---|
526
Vornado Realty Trust
VNO
$7.77B
| $3.97M | 0.02% |
87,523
+24,175
| +38% | +$1.1M |
|
527
Qorvo
QRVO
$8.26B
| $3.96M | 0.02% |
+31,897
| New | +$3.96M |
|
528
Edison International
EIX
$21.4B
| $3.95M | 0.02% |
56,386
+33,847
| +150% | +$2.37M |
|
529
Snowflake
SNOW
$76.5B
| $3.93M | 0.02% |
+17,128
| New | +$3.93M |
|
530
Cincinnati Financial
CINF
$23.8B
| $3.9M | 0.02% |
28,709
+14,000
| +95% | +$1.9M |
|
531
Integer Holdings
ITGR
$3.59B
| $3.81M | 0.02% |
47,276
+11,238
| +31% | +$905K |
|
532
Regeneron Pharmaceuticals
REGN
$58.9B
| $3.81M | 0.02% |
5,452
-2,083
| -28% | -$1.45M |
|
533
Fox Class A
FOXA
$28B
| $3.76M | 0.02% |
+95,367
| New | +$3.76M |
|
534
Oneok
OKE
$46.2B
| $3.76M | 0.02% |
53,163
+42,142
| +382% | +$2.98M |
|
535
CF Industries
CF
$14.1B
| $3.75M | 0.02% |
36,343
+32,945
| +970% | +$3.4M |
|
536
Expedia Group
EXPE
$26.7B
| $3.74M | 0.02% |
+19,120
| New | +$3.74M |
|
537
Rollins
ROL
$27.3B
| $3.72M | 0.02% |
106,056
+43,881
| +71% | +$1.54M |
|
538
IPG Photonics
IPGP
$3.44B
| $3.71M | 0.02% |
+33,837
| New | +$3.71M |
|
539
Lennox International
LII
$19.6B
| $3.71M | 0.01% |
14,367
-20,087
| -58% | -$5.18M |
|
540
Wolfspeed
WOLF
$230M
| $3.66M | 0.01% |
+32,143
| New | +$3.66M |
|
541
Axalta
AXTA
$6.7B
| $3.64M | 0.01% |
148,205
-76,747
| -34% | -$1.89M |
|
542
Graco
GGG
$14.1B
| $3.64M | 0.01% |
+52,146
| New | +$3.64M |
|
543
Sun Communities
SUI
$16.1B
| $3.58M | 0.01% |
+20,443
| New | +$3.58M |
|
544
Markel Group
MKL
$24.3B
| $3.55M | 0.01% |
2,409
+1,172
| +95% | +$1.73M |
|
545
Ovintiv
OVV
$11B
| $3.55M | 0.01% |
65,591
-1,742
| -3% | -$94.3K |
|
546
The Mosaic Company
MOS
$10.6B
| $3.54M | 0.01% |
+53,179
| New | +$3.54M |
|
|
MOMO
547
Hello Group
MOMO
$1.21B
| $3.53M | 0.01% |
609,831
+178,882
| +42% | +$1.03M |
|
|
NVRO
548
DELISTED
NEVRO CORP.
NVRO
| $3.53M | 0.01% |
48,735
+11,643
| +31% | +$842K |
|
549
Phreesia
PHR
$1.52B
| $3.47M | 0.01% |
131,766
+34,160
| +35% | +$900K |
|
550
e.l.f. Beauty
ELF
$7.63B
| $3.46M | 0.01% |
133,888
+32,383
| +32% | +$836K |
|