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 | |
|---|---|---|---|---|---|---|
651
RH
RH
$4.29B
| $2.3M | 0.01% |
7,063
-1,860
| -21% | -$606K |
|
652
California Water Service
CWT
$2.72B
| $2.29M | 0.01% |
38,692
+23,361
| +152% | +$1.39M |
|
653
West Fraser Timber
WFG
$5.84B
| $2.29M | 0.01% |
27,779
+15,880
| +133% | +$1.31M |
|
654
CorVel
CRVL
$4.39B
| $2.28M | 0.01% |
40,569
+8,910
| +28% | +$500K |
|
655
Avanos Medical
AVNS
$558M
| $2.26M | 0.01% |
67,569
+14,618
| +28% | +$490K |
|
656
Qiagen
QGEN
$9.98B
| $2.23M | 0.01% |
42,996
+3,786
| +10% | +$197K |
|
657
Floor & Decor
FND
$9.16B
| $2.23M | 0.01% |
27,553
-11,167
| -29% | -$905K |
|
658
American Financial Group
AFG
$11.4B
| $2.23M | 0.01% |
15,290
+7,467
| +95% | +$1.09M |
|
659
Simulations Plus
SLP
$280M
| $2.22M | 0.01% |
43,614
+10,316
| +31% | +$526K |
|
660
Ingredion
INGR
$8.08B
| $2.22M | 0.01% |
25,496
+16,936
| +198% | +$1.48M |
|
|
REGI
661
DELISTED
Renewable Energy Group, Inc.
REGI
| $2.21M | 0.01% |
36,409
+10,565
| +41% | +$641K |
|
|
AGR
662
DELISTED
Avangrid, Inc.
AGR
| $2.18M | 0.01% |
46,674
+26,524
| +132% | +$1.24M |
|
663
Take-Two Interactive
TTWO
$45B
| $2.18M | 0.01% |
14,165
+11,808
| +501% | +$1.82M |
|
|
BIG
664
DELISTED
Big Lots, Inc.
BIG
| $2.15M | 0.01% |
62,176
-845
| -1% | -$29.2K |
|
665
DoorDash
DASH
$110B
| $2.15M | 0.01% |
+18,347
| New | +$2.15M |
|
666
Erie Indemnity
ERIE
$17.3B
| $2.14M | 0.01% |
12,120
+5,464
| +82% | +$963K |
|
667
Apple
AAPL
$3.37T
| $2.13M | 0.01% |
12,185
+7,482
| +159% | +$1.31M |
|
668
Ares Management
ARES
$39.3B
| $2.13M | 0.01% |
26,184
-5,544
| -17% | -$450K |
|
669
Crown Holdings
CCK
$11B
| $2.12M | 0.01% |
+16,968
| New | +$2.12M |
|
670
Citizens Financial Group
CFG
$22.3B
| $2.12M | 0.01% |
46,792
-28,808
| -38% | -$1.31M |
|
671
Equity Lifestyle Properties
ELS
$11.7B
| $2.12M | 0.01% |
+27,699
| New | +$2.12M |
|
672
Addus HomeCare
ADUS
$2.03B
| $2.12M | 0.01% |
22,673
+5,236
| +30% | +$488K |
|
673
American Well
AMWL
$106M
| $2.11M | 0.01% |
25,100
+6,302
| +34% | +$531K |
|
674
Cameco
CCJ
$34.6B
| $2.1M | 0.01% |
71,998
+50,388
| +233% | +$1.47M |
|
675
Astrana Health
ASTH
$1.34B
| $2.09M | 0.01% |
43,148
+10,665
| +33% | +$517K |
|