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 |
Alibaba
BABA
|
$116M |
| 2 |
Procter & Gamble
PG
|
$82.1M |
| 3 |
PepsiCo
PEP
|
$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
$58.8M |
| 5 |
McDonald's
MCD
|
$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327M |
| 4 |
Walmart
WMT
|
$317M |
| 5 |
Danaher
DHR
|
$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CGC
701
Canopy Growth
CGC
$456M
| $275K | ﹤0.01% |
3,151
-3,122
| -50% | -$272K |
|
702
Mercury Insurance
MCY
$4.29B
| $268K | ﹤0.01% |
+5,053
| New | +$268K |
|
703
Intel
INTC
$107B
| $264K | ﹤0.01% |
+5,125
| New | +$264K |
|
704
Trade Desk
TTD
$25.5B
| $259K | ﹤0.01% |
2,823
-5,013
| -64% | -$460K |
|
705
Euronet Worldwide
EEFT
$3.74B
| $255K | ﹤0.01% |
+2,141
| New | +$255K |
|
706
Eldorado Gold
EGO
$5.31B
| $255K | ﹤0.01% |
27,122
-12,064
| -31% | -$113K |
|
|
JOBS
707
DELISTED
51job, Inc.
JOBS
| $252K | ﹤0.01% |
5,155
-7,641
| -60% | -$374K |
|
708
Hawaiian Electric Industries
HE
$2.12B
| $249K | ﹤0.01% |
+6,010
| New | +$249K |
|
709
Imperial Oil
IMO
$44.4B
| $248K | ﹤0.01% |
+6,878
| New | +$248K |
|
710
Rogers Communications
RCI
$19.4B
| $247K | ﹤0.01% |
5,183
-34,043
| -87% | -$1.62M |
|
711
Targa Resources
TRGP
$34.9B
| $242K | ﹤0.01% |
+4,633
| New | +$242K |
|
712
CF Industries
CF
$13.7B
| $241K | ﹤0.01% |
+3,398
| New | +$241K |
|
713
APA Corp
APA
$8.14B
| $235K | ﹤0.01% |
+8,736
| New | +$235K |
|
714
Hudbay
HBM
$5.03B
| $231K | ﹤0.01% |
31,923
+3,645
| +13% | +$26.4K |
|
715
Qualcomm
QCOM
$172B
| $229K | ﹤0.01% |
+1,251
| New | +$229K |
|
716
Royalty Pharma
RPRX
$15.6B
| $229K | ﹤0.01% |
+5,748
| New | +$229K |
|
717
Equinox Gold
EQX
$7.65B
| $221K | ﹤0.01% |
32,676
-17,653
| -35% | -$119K |
|
|
XLNX
718
DELISTED
Xilinx Inc
XLNX
| $221K | ﹤0.01% |
+1,040
| New | +$221K |
|
719
AGNC Investment
AGNC
$10.8B
| $215K | ﹤0.01% |
+14,281
| New | +$215K |
|
720
Neurocrine Biosciences
NBIX
$14.3B
| $215K | ﹤0.01% |
2,527
-670
| -21% | -$57K |
|
|
CGAU
721
Centerra Gold
CGAU
$1.76B
| $213K | ﹤0.01% |
27,568
-13,911
| -34% | -$107K |
|
|
PDM
722
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $208K | ﹤0.01% |
+11,319
| New | +$208K |
|
723
Spire
SR
$4.46B
| $200K | ﹤0.01% |
+3,068
| New | +$200K |
|
724
Denny's
DENN
$237M
| $198K | ﹤0.01% |
12,366
-8,884
| -42% | -$142K |
|
725
SiriusXM
SIRI
$8.1B
| $153K | ﹤0.01% |
2,416
-3,483
| -59% | -$221K |
|