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 | |
|---|---|---|---|---|---|---|
551
Alcoa
AA
$8.1B
| $802K | ﹤0.01% |
16,397
+6,672
| +69% | +$326K |
|
552
MetLife
MET
$52.9B
| $794K | ﹤0.01% |
12,857
+379
| +3% | +$23.4K |
|
553
Tactile Systems Technology
TCMD
$300M
| $786K | ﹤0.01% |
+17,674
| New | +$786K |
|
554
Cameco
CCJ
$33.7B
| $785K | ﹤0.01% |
36,116
-1,299
| -3% | -$28.2K |
|
555
CoStar Group
CSGP
$37.3B
| $763K | ﹤0.01% |
+8,869
| New | +$763K |
|
556
Fidelity National Information Services
FIS
$36B
| $763K | ﹤0.01% |
+6,273
| New | +$763K |
|
557
SI-BONE Inc
SIBN
$696M
| $755K | ﹤0.01% |
35,268
+811
| +2% | +$17.4K |
|
558
SBA Communications
SBAC
$20.6B
| $739K | ﹤0.01% |
+2,235
| New | +$739K |
|
|
PXD
559
DELISTED
Pioneer Natural Resource Co.
PXD
| $720K | ﹤0.01% |
+4,323
| New | +$720K |
|
560
Consolidated Edison
ED
$34.9B
| $715K | ﹤0.01% |
9,847
+330
| +3% | +$24K |
|
561
Flex
FLEX
$20.9B
| $694K | ﹤0.01% |
52,090
-203,522
| -80% | -$2.71M |
|
562
Nutrien
NTR
$27.9B
| $686K | ﹤0.01% |
+10,570
| New | +$686K |
|
|
SGEN
563
DELISTED
Seagen Inc. Common Stock
SGEN
| $680K | ﹤0.01% |
4,006
-6,112
| -60% | -$1.04M |
|
564
B2Gold
BTG
$5.6B
| $678K | ﹤0.01% |
198,327
-31,267
| -14% | -$107K |
|
565
Franco-Nevada
FNV
$38B
| $664K | ﹤0.01% |
5,115
-182
| -3% | -$23.6K |
|
566
Gildan
GIL
$8.19B
| $657K | ﹤0.01% |
17,980
+1,767
| +11% | +$64.6K |
|
567
Okta
OKTA
$16.3B
| $653K | ﹤0.01% |
2,751
-4,505
| -62% | -$1.07M |
|
568
Take-Two Interactive
TTWO
$45.9B
| $640K | ﹤0.01% |
+4,156
| New | +$640K |
|
569
Avery Dennison
AVY
$13B
| $626K | ﹤0.01% |
+3,019
| New | +$626K |
|
570
Charter Communications
CHTR
$36B
| $617K | ﹤0.01% |
848
+27
| +3% | +$19.6K |
|
571
UDR
UDR
$12.8B
| $616K | ﹤0.01% |
11,619
+385
| +3% | +$20.4K |
|
572
McCormick & Company Non-Voting
MKC
$18.8B
| $612K | ﹤0.01% |
+7,547
| New | +$612K |
|
573
Capitol Federal Financial
CFFN
$835M
| $610K | ﹤0.01% |
53,108
-3,572
| -6% | -$41K |
|
574
SSR Mining
SSRM
$4.29B
| $607K | ﹤0.01% |
41,771
-34,938
| -46% | -$508K |
|
575
Comcast
CMCSA
$124B
| $605K | ﹤0.01% |
10,814
+379
| +4% | +$21.2K |
|