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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Bank of Hawaii
BOH
$2.7B
| $601K | ﹤0.01% |
7,172
-8,635
| -55% | -$724K |
|
627
AerCap
AER
$21.7B
| $596K | ﹤0.01% |
9,112
+184
| +2% | +$12K |
|
628
Chevron
CVX
$318B
| $593K | ﹤0.01% |
5,057
+2,896
| +134% | +$340K |
|
|
DOYU
629
DouYu International Holdings
DOYU
$242M
| $591K | ﹤0.01% |
22,387
-13,193
| -37% | -$348K |
|
630
CGI
GIB
$20.7B
| $590K | ﹤0.01% |
6,662
-12,289
| -65% | -$1.09M |
|
|
AUY
631
DELISTED
Yamana Gold, Inc.
AUY
| $588K | ﹤0.01% |
139,582
-67,809
| -33% | -$286K |
|
632
Cheniere Energy
LNG
$52.1B
| $586K | ﹤0.01% |
5,776
+2,155
| +60% | +$219K |
|
633
B2Gold
BTG
$5.74B
| $578K | ﹤0.01% |
146,718
-51,609
| -26% | -$203K |
|
|
ERF
634
DELISTED
Enerplus Corporation
ERF
| $573K | ﹤0.01% |
54,291
+20,628
| +61% | +$218K |
|
|
BHVN
635
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $568K | ﹤0.01% |
+4,118
| New | +$568K |
|
|
ATVI
636
DELISTED
Activision Blizzard Inc.
ATVI
| $561K | ﹤0.01% |
+8,427
| New | +$561K |
|
637
Charles River Laboratories
CRL
$7.54B
| $560K | ﹤0.01% |
1,487
+838
| +129% | +$316K |
|
|
HES
638
DELISTED
Hess
HES
| $551K | ﹤0.01% |
+7,441
| New | +$551K |
|
639
Bio-Techne
TECH
$7.93B
| $534K | ﹤0.01% |
4,128
+288
| +8% | +$37.3K |
|
640
Rayonier
RYN
$4.04B
| $526K | ﹤0.01% |
+13,694
| New | +$526K |
|
641
UGI
UGI
$7.38B
| $522K | ﹤0.01% |
+11,363
| New | +$522K |
|
642
Schlumberger
SLB
$54B
| $521K | ﹤0.01% |
17,408
-12,176
| -41% | -$364K |
|
643
Millicom
TIGO
$8.01B
| $520K | ﹤0.01% |
18,265
+11,133
| +156% | +$317K |
|
|
SRCL
644
DELISTED
Stericycle Inc
SRCL
| $516K | ﹤0.01% |
+8,650
| New | +$516K |
|
645
Curtiss-Wright
CW
$18.7B
| $512K | ﹤0.01% |
+3,689
| New | +$512K |
|
646
Watts Water Technologies
WTS
$9.29B
| $512K | ﹤0.01% |
+2,638
| New | +$512K |
|
647
Transmedics
TMDX
$3.67B
| $501K | ﹤0.01% |
26,125
-3,201
| -11% | -$61.4K |
|
648
Compass Minerals
CMP
$752M
| $485K | ﹤0.01% |
9,501
+1,648
| +21% | +$84.1K |
|
649
Live Nation Entertainment
LYV
$39.6B
| $479K | ﹤0.01% |
4,001
+1,240
| +45% | +$148K |
|
650
Cameco
CCJ
$34.6B
| $472K | ﹤0.01% |
21,610
-14,506
| -40% | -$317K |
|