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 | |
|---|---|---|---|---|---|---|
676
Mid-America Apartment Communities
MAA
$16.6B
| $2.08M | 0.01% |
+9,930
| New | +$2.08M |
|
677
Principal Financial Group
PFG
$17.8B
| $2.08M | 0.01% |
28,260
-18,917
| -40% | -$1.39M |
|
678
CubeSmart
CUBE
$9.29B
| $2.05M | 0.01% |
+39,475
| New | +$2.05M |
|
679
Donaldson
DCI
$9.34B
| $2.05M | 0.01% |
+39,546
| New | +$2.05M |
|
680
Visteon
VC
$3.42B
| $2.05M | 0.01% |
18,814
-8,113
| -30% | -$885K |
|
681
Methanex
MEOH
$2.98B
| $2.04M | 0.01% |
37,300
+13,272
| +55% | +$724K |
|
|
HSKA
682
DELISTED
Heska Corp
HSKA
| $2.03M | 0.01% |
14,707
+3,449
| +31% | +$477K |
|
|
CTLT
683
DELISTED
CATALENT, INC.
CTLT
| $2.03M | 0.01% |
18,321
+9,386
| +105% | +$1.04M |
|
684
NNN REIT
NNN
$8.06B
| $2.01M | 0.01% |
+44,811
| New | +$2.01M |
|
|
VRN
685
DELISTED
Veren
VRN
| $2.01M | 0.01% |
277,178
+21,186
| +8% | +$154K |
|
686
TransDigm Group
TDG
$72.5B
| $2M | 0.01% |
3,072
+2,480
| +419% | +$1.62M |
|
|
SBNY
687
DELISTED
Signature Bank
SBNY
| $2M | 0.01% |
6,820
-3,987
| -37% | -$1.17M |
|
688
Federal Realty Investment Trust
FRT
$8.67B
| $2M | 0.01% |
+16,343
| New | +$2M |
|
|
RUTH
689
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.97M | 0.01% |
86,185
+18,125
| +27% | +$415K |
|
690
Evergy
EVRG
$16.5B
| $1.94M | 0.01% |
28,421
+15,921
| +127% | +$1.09M |
|
691
Alliant Energy
LNT
$16.4B
| $1.93M | 0.01% |
30,849
+17,193
| +126% | +$1.07M |
|
692
US Foods
USFD
$17.5B
| $1.91M | 0.01% |
50,862
+28,172
| +124% | +$1.06M |
|
693
Gildan
GIL
$8.08B
| $1.91M | 0.01% |
50,846
+19,706
| +63% | +$740K |
|
694
Atmos Energy
ATO
$26.3B
| $1.9M | 0.01% |
15,892
+8,420
| +113% | +$1.01M |
|
|
SILK
695
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $1.88M | 0.01% |
45,618
+10,477
| +30% | +$433K |
|
696
Halliburton
HAL
$19.3B
| $1.88M | 0.01% |
49,649
+37,078
| +295% | +$1.4M |
|
697
Globe Life
GL
$11.3B
| $1.87M | 0.01% |
18,582
+9,548
| +106% | +$960K |
|
698
Trade Desk
TTD
$22.6B
| $1.86M | 0.01% |
26,783
+23,960
| +849% | +$1.66M |
|
699
Mesa Laboratories
MLAB
$327M
| $1.85M | 0.01% |
7,245
+1,707
| +31% | +$435K |
|
700
Assurant
AIZ
$10.6B
| $1.84M | 0.01% |
10,102
+4,809
| +91% | +$874K |
|