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 | |
|---|---|---|---|---|---|---|
701
Air Products & Chemicals
APD
$64B
| – | – |
-80,241
| Closed | -$23.1M |
|
702
Amphenol
APH
$145B
| – | – |
-386,930
| Closed | -$13.2M |
|
703
Alexandria Real Estate Equities
ARE
$14.3B
| – | – |
-5,441
| Closed | -$990K |
|
704
Arrow Electronics
ARW
$6.54B
| – | – |
-22,950
| Closed | -$2.61M |
|
705
AptarGroup
ATR
$8.98B
| – | – |
-20,018
| Closed | -$2.82M |
|
706
Ball Corp
BALL
$13.6B
| – | – |
-136,406
| Closed | -$11.1M |
|
707
Credit Acceptance
CACC
$5.8B
| – | – |
-982
| Closed | -$446K |
|
708
Caterpillar
CAT
$198B
| – | – |
-86,402
| Closed | -$18.8M |
|
709
Cboe Global Markets
CBOE
$24.5B
| – | – |
-4,131
| Closed | -$492K |
|
710
Carnival Corp
CCL
$42.5B
| – | – |
-61,503
| Closed | -$1.62M |
|
711
Cadence Design Systems
CDNS
$92.2B
| – | – |
-96,647
| Closed | -$13.2M |
|
712
Cognex
CGNX
$7.45B
| – | – |
-58,579
| Closed | -$4.92M |
|
713
Ciena
CIEN
$18.4B
| – | – |
-7,283
| Closed | -$414K |
|
714
CME Group
CME
$93.7B
| – | – |
-3,998
| Closed | -$850K |
|
715
Cummins
CMI
$55.8B
| – | – |
-39,744
| Closed | -$9.69M |
|
716
Americold
COLD
$3.76B
| – | – |
-13,218
| Closed | -$500K |
|
717
Donaldson
DCI
$9.34B
| – | – |
-33,829
| Closed | -$2.15M |
|
718
Douglas Emmett
DEI
$2.75B
| – | – |
-6,538
| Closed | -$220K |
|
719
Dover
DOV
$24.1B
| – | – |
-37,788
| Closed | -$5.69M |
|
720
Dow Inc
DOW
$16.9B
| – | – |
-73,765
| Closed | -$4.67M |
|
721
Dynatrace
DT
$14.4B
| – | – |
-60,989
| Closed | -$3.56M |
|
722
Electronic Arts
EA
$42.6B
| – | – |
-123,254
| Closed | -$17.7M |
|
723
Brinker International
EAT
$6.88B
| – | – |
-17,553
| Closed | -$1.09M |
|
724
Equity Lifestyle Properties
ELS
$11.7B
| – | – |
-9,393
| Closed | -$698K |
|
725
Eastman Chemical
EMN
$7.47B
| – | – |
-39,780
| Closed | -$4.64M |
|