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 | |
|---|---|---|---|---|---|---|
651
ScottsMiracle-Gro
SMG
$3.5B
| $258K | ﹤0.01% |
+1,765
| New | +$258K |
|
652
Millicom
TIGO
$8.01B
| $258K | ﹤0.01% |
+7,132
| New | +$258K |
|
653
Broadridge
BR
$29.3B
| $257K | ﹤0.01% |
+1,543
| New | +$257K |
|
654
Live Nation Entertainment
LYV
$39.6B
| $252K | ﹤0.01% |
+2,761
| New | +$252K |
|
655
ConocoPhillips
COP
$118B
| $248K | ﹤0.01% |
+3,665
| New | +$248K |
|
656
Cable One
CABO
$893M
| $243K | ﹤0.01% |
134
-195
| -59% | -$354K |
|
657
Booz Allen Hamilton
BAH
$12.6B
| $238K | ﹤0.01% |
3,000
-4,281
| -59% | -$340K |
|
658
Novavax
NVAX
$1.29B
| $236K | ﹤0.01% |
+1,137
| New | +$236K |
|
659
Crown Holdings
CCK
$11B
| $234K | ﹤0.01% |
+2,322
| New | +$234K |
|
660
Lyft
LYFT
$7.87B
| $231K | ﹤0.01% |
+4,310
| New | +$231K |
|
661
Elastic
ESTC
$9.56B
| $225K | ﹤0.01% |
+1,513
| New | +$225K |
|
|
GTM
662
ZoomInfo Technologies
GTM
$3.63B
| $224K | ﹤0.01% |
3,661
-6,083
| -62% | -$372K |
|
663
Nexstar Media Group
NXST
$5.98B
| $221K | ﹤0.01% |
+1,457
| New | +$221K |
|
664
Chevron
CVX
$318B
| $219K | ﹤0.01% |
+2,161
| New | +$219K |
|
665
Manulife Financial
MFC
$52.4B
| $219K | ﹤0.01% |
+11,370
| New | +$219K |
|
666
Motorola Solutions
MSI
$80.3B
| $218K | ﹤0.01% |
937
-55,261
| -98% | -$12.9M |
|
667
AES
AES
$9.06B
| $217K | ﹤0.01% |
+9,509
| New | +$217K |
|
|
GOOS
668
Canada Goose Holdings
GOOS
$1.42B
| $217K | ﹤0.01% |
+6,073
| New | +$217K |
|
669
DoorDash
DASH
$110B
| $215K | ﹤0.01% |
1,045
-13,383
| -93% | -$2.75M |
|
670
Hasbro
HAS
$10.9B
| $215K | ﹤0.01% |
+2,409
| New | +$215K |
|
671
Dropbox
DBX
$8.29B
| $214K | ﹤0.01% |
+7,324
| New | +$214K |
|
672
Republic Services
RSG
$71.3B
| $214K | ﹤0.01% |
+1,780
| New | +$214K |
|
673
Repligen
RGEN
$6.76B
| $213K | ﹤0.01% |
+736
| New | +$213K |
|
674
IAMGOLD
IAG
$6.27B
| $208K | ﹤0.01% |
91,833
-75,460
| -45% | -$171K |
|
675
TransAlta
TAC
$3.76B
| $199K | ﹤0.01% |
+18,844
| New | +$199K |
|