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 | |
|---|---|---|---|---|---|---|
626
Raymond James Financial
RJF
$33.2B
| $2.53M | 0.01% |
23,051
-13,184
| -36% | -$1.45M |
|
627
Agnico Eagle Mines
AEM
$76.8B
| $2.51M | 0.01% |
40,956
+24,879
| +155% | +$1.52M |
|
628
Usana Health Sciences
USNA
$551M
| $2.47M | 0.01% |
31,032
+6,753
| +28% | +$536K |
|
629
LPL Financial
LPLA
$27.4B
| $2.46M | 0.01% |
13,442
-1,846
| -12% | -$337K |
|
630
CryoPort
CYRX
$480M
| $2.44M | 0.01% |
69,962
+20,256
| +41% | +$707K |
|
631
Meta Platforms (Facebook)
META
$1.89T
| $2.43M | 0.01% |
10,907
+7,862
| +258% | +$1.75M |
|
632
CMS Energy
CMS
$21.3B
| $2.42M | 0.01% |
34,610
+18,472
| +114% | +$1.29M |
|
633
Leidos
LDOS
$23.1B
| $2.41M | 0.01% |
22,348
+7,697
| +53% | +$831K |
|
634
CenterPoint Energy
CNP
$24.7B
| $2.4M | 0.01% |
78,228
+43,622
| +126% | +$1.34M |
|
|
NVTA
635
DELISTED
Invitae Corporation
NVTA
| $2.4M | 0.01% |
+300,744
| New | +$2.4M |
|
636
Camden Property Trust
CPT
$11.6B
| $2.39M | 0.01% |
14,392
+9,651
| +204% | +$1.6M |
|
637
M&T Bank
MTB
$31B
| $2.39M | 0.01% |
14,083
-8,851
| -39% | -$1.5M |
|
638
Carter's
CRI
$1.04B
| $2.38M | 0.01% |
25,915
-17,616
| -40% | -$1.62M |
|
639
Goodyear
GT
$2.45B
| $2.38M | 0.01% |
166,738
-92,953
| -36% | -$1.33M |
|
640
Ryder
R
$7.61B
| $2.36M | 0.01% |
29,753
-21,665
| -42% | -$1.72M |
|
|
VNET
641
VNET Group
VNET
$2.13B
| $2.36M | 0.01% |
404,871
+101,129
| +33% | +$589K |
|
642
Campbell Soup
CPB
$9.98B
| $2.36M | 0.01% |
52,872
+23,422
| +80% | +$1.04M |
|
643
Darling Ingredients
DAR
$4.95B
| $2.36M | 0.01% |
29,310
+14,209
| +94% | +$1.14M |
|
|
MODV
644
DELISTED
ModivCare
MODV
| $2.34M | 0.01% |
20,313
+6,402
| +46% | +$739K |
|
645
Thor Industries
THO
$5.66B
| $2.34M | 0.01% |
29,790
-20,082
| -40% | -$1.58M |
|
646
Regions Financial
RF
$24.1B
| $2.34M | 0.01% |
105,132
-65,430
| -38% | -$1.46M |
|
|
DISCA
647
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $2.33M | 0.01% |
+93,616
| New | +$2.33M |
|
648
MSCI
MSCI
$43.6B
| $2.33M | 0.01% |
+4,627
| New | +$2.33M |
|
649
KeyCorp
KEY
$21.1B
| $2.32M | 0.01% |
103,808
-63,804
| -38% | -$1.43M |
|
650
Huntington Bancshares
HBAN
$25.8B
| $2.31M | 0.01% |
158,051
-99,532
| -39% | -$1.46M |
|