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 | |
|---|---|---|---|---|---|---|
576
Pinterest
PINS
$23.8B
| $602K | ﹤0.01% |
+11,807
| New | +$602K |
|
577
TransDigm Group
TDG
$74.5B
| $601K | ﹤0.01% |
+963
| New | +$601K |
|
578
GATX Corp
GATX
$6.01B
| $597K | ﹤0.01% |
6,667
+227
| +4% | +$20.3K |
|
579
Constellium
CSTM
$1.97B
| $596K | ﹤0.01% |
31,761
+16,215
| +104% | +$304K |
|
580
Fox Class A
FOXA
$25.1B
| $583K | ﹤0.01% |
14,536
+4,596
| +46% | +$184K |
|
581
Rollins
ROL
$27.5B
| $567K | ﹤0.01% |
+16,036
| New | +$567K |
|
582
Stantec
STN
$12.4B
| $560K | ﹤0.01% |
11,918
-13,959
| -54% | -$656K |
|
|
DISCA
583
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $557K | ﹤0.01% |
21,957
-367
| -2% | -$9.31K |
|
584
Trade Desk
TTD
$23.9B
| $551K | ﹤0.01% |
+7,836
| New | +$551K |
|
585
Paychex
PAYX
$48.3B
| $544K | ﹤0.01% |
+4,834
| New | +$544K |
|
586
Cisco
CSCO
$270B
| $537K | ﹤0.01% |
9,866
-156,788
| -94% | -$8.53M |
|
587
Waste Management
WM
$88.2B
| $529K | ﹤0.01% |
3,544
-133
| -4% | -$19.9K |
|
588
Unum
UNM
$12.5B
| $525K | ﹤0.01% |
20,936
+698
| +3% | +$17.5K |
|
589
VeriSign
VRSN
$26.8B
| $523K | ﹤0.01% |
2,549
-3,451
| -58% | -$708K |
|
590
Alkermes
ALKS
$4.47B
| $521K | ﹤0.01% |
16,883
+589
| +4% | +$18.2K |
|
591
AerCap
AER
$21.7B
| $516K | ﹤0.01% |
8,928
+2,620
| +42% | +$151K |
|
592
Compass Minerals
CMP
$775M
| $506K | ﹤0.01% |
7,853
+3,954
| +101% | +$255K |
|
593
Corpay
CPAY
$21.9B
| $503K | ﹤0.01% |
1,927
-2,471
| -56% | -$645K |
|
|
AGR
594
DELISTED
Avangrid, Inc.
AGR
| $502K | ﹤0.01% |
10,325
+341
| +3% | +$16.6K |
|
595
Avista
AVA
$2.94B
| $499K | ﹤0.01% |
12,767
+446
| +4% | +$17.4K |
|
596
eBay
EBAY
$42.1B
| $499K | ﹤0.01% |
+7,157
| New | +$499K |
|
597
Northrop Grumman
NOC
$82.3B
| $485K | ﹤0.01% |
+1,347
| New | +$485K |
|
598
Thomson Reuters
TRI
$78B
| $472K | ﹤0.01% |
4,119
+84
| +2% | +$9.63K |
|
599
Bio-Techne
TECH
$8.35B
| $465K | ﹤0.01% |
+3,840
| New | +$465K |
|
600
Tractor Supply
TSCO
$31.2B
| $461K | ﹤0.01% |
+11,380
| New | +$461K |
|