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 | |
|---|---|---|---|---|---|---|
551
AutoNation
AN
$8.42B
| $3.45M | 0.01% |
34,646
-25,345
| -42% | -$2.52M |
|
552
Olaplex Holdings
OLPX
$941M
| $3.45M | 0.01% |
+220,382
| New | +$3.45M |
|
553
Weis Markets
WMK
$1.73B
| $3.43M | 0.01% |
47,957
+12,155
| +34% | +$868K |
|
554
IQVIA
IQV
$31.3B
| $3.42M | 0.01% |
14,807
+10,351
| +232% | +$2.39M |
|
555
Western Union
WU
$2.73B
| $3.37M | 0.01% |
179,598
+94,738
| +112% | +$1.78M |
|
556
Bentley Systems
BSY
$16B
| $3.36M | 0.01% |
+76,070
| New | +$3.36M |
|
|
SGI
557
Somnigroup International Inc.
SGI
$17.9B
| $3.35M | 0.01% |
120,080
-69,476
| -37% | -$1.94M |
|
558
PVH
PVH
$3.93B
| $3.35M | 0.01% |
43,703
-23,764
| -35% | -$1.82M |
|
559
Ingles Markets
IMKTA
$1.29B
| $3.34M | 0.01% |
37,477
+8,747
| +30% | +$779K |
|
|
AXNX
560
DELISTED
Axonics, Inc. Common Stock
AXNX
| $3.32M | 0.01% |
52,982
+13,002
| +33% | +$814K |
|
561
Ashland
ASH
$2.42B
| $3.31M | 0.01% |
33,669
-19,215
| -36% | -$1.89M |
|
562
AGCO
AGCO
$8.02B
| $3.29M | 0.01% |
+22,556
| New | +$3.29M |
|
563
Gen Digital
GEN
$18B
| $3.29M | 0.01% |
124,015
+90,207
| +267% | +$2.39M |
|
564
Health Catalyst
HCAT
$229M
| $3.29M | 0.01% |
125,757
+31,662
| +34% | +$827K |
|
565
Cognizant
CTSH
$33.8B
| $3.28M | 0.01% |
+36,618
| New | +$3.28M |
|
566
Diamondback Energy
FANG
$40.4B
| $3.27M | 0.01% |
+23,872
| New | +$3.27M |
|
567
Baker Hughes
BKR
$46.3B
| $3.26M | 0.01% |
89,644
+75,219
| +521% | +$2.74M |
|
568
Boeing
BA
$172B
| $3.24M | 0.01% |
16,918
+11,251
| +199% | +$2.15M |
|
569
Hanesbrands
HBI
$2.21B
| $3.23M | 0.01% |
216,963
-125,328
| -37% | -$1.87M |
|
570
Fifth Third Bancorp
FITB
$30.1B
| $3.23M | 0.01% |
75,033
-47,815
| -39% | -$2.06M |
|
571
Valero Energy
VLO
$49.2B
| $3.23M | 0.01% |
+31,759
| New | +$3.23M |
|
572
Cheesecake Factory
CAKE
$2.92B
| $3.21M | 0.01% |
80,777
+10,062
| +14% | +$400K |
|
573
SL Green Realty
SLG
$4.29B
| $3.18M | 0.01% |
39,221
+12,429
| +46% | +$1.01M |
|
574
Equinix
EQIX
$76.4B
| $3.16M | 0.01% |
4,264
-280
| -6% | -$208K |
|
575
MGP Ingredients
MGPI
$588M
| $3.15M | 0.01% |
36,830
+7,795
| +27% | +$667K |
|