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 | |
|---|---|---|---|---|---|---|
626
Pan American Silver
PAAS
$15.3B
| $342K | ﹤0.01% |
14,710
-528
| -3% | -$12.3K |
|
627
Ulta Beauty
ULTA
$23.1B
| $341K | ﹤0.01% |
+944
| New | +$341K |
|
628
Bombardier Recreational Products
DOOO
$4.69B
| $336K | ﹤0.01% |
3,627
-131
| -3% | -$12.1K |
|
629
Tyler Technologies
TYL
$23.6B
| $333K | ﹤0.01% |
726
-1,430
| -66% | -$656K |
|
630
Equinox Gold
EQX
$8.4B
| $332K | ﹤0.01% |
50,329
-5,478
| -10% | -$36.1K |
|
631
Burlington
BURL
$17.6B
| $331K | ﹤0.01% |
+1,166
| New | +$331K |
|
632
Clean Harbors
CLH
$12.6B
| $331K | ﹤0.01% |
3,185
+102
| +3% | +$10.6K |
|
633
HEICO
HEI
$44.1B
| $313K | ﹤0.01% |
+2,374
| New | +$313K |
|
634
Avantor
AVTR
$8.6B
| $309K | ﹤0.01% |
+7,550
| New | +$309K |
|
635
Neurocrine Biosciences
NBIX
$14B
| $307K | ﹤0.01% |
3,197
-2,737
| -46% | -$263K |
|
636
Eldorado Gold
EGO
$5.45B
| $303K | ﹤0.01% |
39,186
-30,813
| -44% | -$238K |
|
637
Exact Sciences
EXAS
$10.4B
| $293K | ﹤0.01% |
+3,065
| New | +$293K |
|
638
10x Genomics
TXG
$1.57B
| $289K | ﹤0.01% |
+1,988
| New | +$289K |
|
639
Jazz Pharmaceuticals
JAZZ
$7.7B
| $286K | ﹤0.01% |
+2,200
| New | +$286K |
|
640
Aurinia Pharmaceuticals
AUPH
$1.61B
| $283K | ﹤0.01% |
+12,802
| New | +$283K |
|
|
CGAU
641
Centerra Gold
CGAU
$1.82B
| $283K | ﹤0.01% |
41,479
-30,871
| -43% | -$211K |
|
642
Tradeweb Markets
TW
$25.3B
| $283K | ﹤0.01% |
+3,505
| New | +$283K |
|
643
AT&T
T
$209B
| $282K | ﹤0.01% |
13,832
-980
| -7% | -$20K |
|
644
Centene
CNC
$15.4B
| $278K | ﹤0.01% |
4,465
-22,787
| -84% | -$1.42M |
|
645
Jack Henry & Associates
JKHY
$11.6B
| $274K | ﹤0.01% |
1,670
-2,195
| -57% | -$360K |
|
|
ERF
646
DELISTED
Enerplus Corporation
ERF
| $269K | ﹤0.01% |
33,663
+9,765
| +41% | +$78K |
|
647
Charles River Laboratories
CRL
$7.54B
| $268K | ﹤0.01% |
+649
| New | +$268K |
|
648
ADT
ADT
$7.05B
| $266K | ﹤0.01% |
32,938
+1,184
| +4% | +$9.56K |
|
649
News Corp Class A
NWSA
$16.2B
| $264K | ﹤0.01% |
11,222
-187,665
| -94% | -$4.41M |
|
650
GoDaddy
GDDY
$20.1B
| $261K | ﹤0.01% |
3,740
-5,159
| -58% | -$360K |
|