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 | |
|---|---|---|---|---|---|---|
726
Emerson Electric
EMR
$76.9B
| – | – |
-159,777
| Closed | -$15.4M |
|
727
Entegris
ENTG
$12.3B
| – | – |
-10,060
| Closed | -$1.24M |
|
728
Eaton
ETN
$141B
| – | – |
-101,747
| Closed | -$15.1M |
|
729
Exelixis
EXEL
$10.3B
| – | – |
-16,821
| Closed | -$306K |
|
730
Expeditors International
EXPD
$16.8B
| – | – |
-59,228
| Closed | -$7.5M |
|
731
Freeport-McMoran
FCX
$65.2B
| – | – |
-565,743
| Closed | -$21M |
|
732
F5
FFIV
$19.2B
| – | – |
-19,966
| Closed | -$3.73M |
|
733
FMC
FMC
$4.68B
| – | – |
-44,471
| Closed | -$4.81M |
|
734
Fortinet
FTNT
$61.2B
| – | – |
-283,310
| Closed | -$13.5M |
|
735
Fortive
FTV
$16.7B
| – | – |
-90,517
| Closed | -$6.31M |
|
736
GE Aerospace
GE
$300B
| – | – |
-277,876
| Closed | -$18.6M |
|
737
Gen Digital
GEN
$18.2B
| – | – |
-36,442
| Closed | -$992K |
|
738
Graco
GGG
$14.3B
| – | – |
-47,468
| Closed | -$3.59M |
|
739
Corning
GLW
$65.8B
| – | – |
-229,937
| Closed | -$9.4M |
|
740
Garmin
GRMN
$46.5B
| – | – |
-55,945
| Closed | -$8.09M |
|
741
Guidewire Software
GWRE
$21.2B
| – | – |
-32,184
| Closed | -$3.63M |
|
742
Huntington Ingalls Industries
HII
$10.8B
| – | – |
-1,568
| Closed | -$330K |
|
743
Hewlett Packard
HPE
$32.8B
| – | – |
-425,041
| Closed | -$6.2M |
|
744
Healthcare Realty
HR
$6.41B
| – | – |
-8,326
| Closed | -$222K |
|
745
Huntsman Corp
HUN
$1.89B
| – | – |
-73,676
| Closed | -$1.95M |
|
746
IDEX
IEX
$12.3B
| – | – |
-20,688
| Closed | -$4.55M |
|
747
Inogen
INGN
$232M
| – | – |
-23,286
| Closed | -$1.52M |
|
748
Intel
INTC
$115B
| – | – |
-35,490
| Closed | -$1.99M |
|
749
Ionis Pharmaceuticals
IONS
$10B
| – | – |
-7,981
| Closed | -$318K |
|
750
IPG Photonics
IPGP
$3.49B
| – | – |
-17,914
| Closed | -$3.78M |
|