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 | |
|---|---|---|---|---|---|---|
701
US Physical Therapy
USPH
$1.29B
| $1.83M | 0.01% |
18,414
+4,297
| +30% | +$427K |
|
702
Lithia Motors
LAD
$8.71B
| $1.82M | 0.01% |
6,062
-809
| -12% | -$243K |
|
703
Ross Stores
ROST
$49.6B
| $1.81M | 0.01% |
20,033
+11,722
| +141% | +$1.06M |
|
704
Fulgent Genetics
FLGT
$682M
| $1.81M | 0.01% |
28,938
+6,929
| +31% | +$432K |
|
705
Western Digital
WDC
$32.8B
| $1.8M | 0.01% |
+48,050
| New | +$1.8M |
|
706
Commercial Metals
CMC
$6.54B
| $1.8M | 0.01% |
43,173
-14,775
| -25% | -$615K |
|
|
AUY
707
DELISTED
Yamana Gold, Inc.
AUY
| $1.78M | 0.01% |
318,385
+178,803
| +128% | +$999K |
|
708
Luminar Technologies
LAZR
$118M
| $1.78M | 0.01% |
+7,576
| New | +$1.78M |
|
709
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1.77M | 0.01% |
21,460
| – | – |
|
710
Privia Health
PRVA
$2.9B
| $1.77M | 0.01% |
66,038
+16,616
| +34% | +$444K |
|
711
Avis
CAR
$5.56B
| $1.76M | 0.01% |
6,685
+4,754
| +246% | +$1.25M |
|
712
Amdocs
DOX
$9.44B
| $1.76M | 0.01% |
21,377
+10,239
| +92% | +$842K |
|
713
BJ's Restaurants
BJRI
$742M
| $1.74M | 0.01% |
61,489
+14,554
| +31% | +$412K |
|
714
CBRE Group
CBRE
$48.2B
| $1.73M | 0.01% |
+18,894
| New | +$1.73M |
|
715
Lumen
LUMN
$5.78B
| $1.72M | 0.01% |
152,903
+80,515
| +111% | +$907K |
|
716
Itron
ITRI
$5.49B
| $1.72M | 0.01% |
32,606
+16,215
| +99% | +$854K |
|
717
EPAM Systems
EPAM
$9.16B
| $1.67M | 0.01% |
+5,644
| New | +$1.67M |
|
718
Constellium
CSTM
$2B
| $1.66M | 0.01% |
92,266
+22,118
| +32% | +$398K |
|
719
OptimizeRx
OPRX
$340M
| $1.63M | 0.01% |
43,134
+10,434
| +32% | +$394K |
|
|
VIVO
720
DELISTED
Meridian Bioscience Inc
VIVO
| $1.62M | 0.01% |
62,228
+14,330
| +30% | +$372K |
|
721
B2Gold
BTG
$5.6B
| $1.61M | 0.01% |
349,514
+202,796
| +138% | +$932K |
|
722
Calavo Growers
CVGW
$485M
| $1.61M | 0.01% |
44,035
+10,111
| +30% | +$369K |
|
723
Centene
CNC
$15.3B
| $1.6M | 0.01% |
+18,992
| New | +$1.6M |
|
724
MongoDB
MDB
$26.9B
| $1.59M | 0.01% |
+3,593
| New | +$1.59M |
|
725
Essential Utilities
WTRG
$10.8B
| $1.58M | 0.01% |
30,924
+15,817
| +105% | +$809K |
|