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 | |
|---|---|---|---|---|---|---|
|
CRON
726
Cronos Group
CRON
$957M
| $113K | ﹤0.01% |
28,732
-33,195
| -54% | -$131K |
|
|
NGD
727
New Gold Inc
NGD
$4.99B
| $95K | ﹤0.01% |
63,563
-47,003
| -43% | -$70.3K |
|
728
NovaGold Resources
NG
$2.75B
| $88K | ﹤0.01% |
+12,816
| New | +$88K |
|
|
SILV
729
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $85K | ﹤0.01% |
10,730
-1,893
| -15% | -$15K |
|
730
Denison Mines
DNN
$2.11B
| $60K | ﹤0.01% |
43,840
+11,972
| +38% | +$16.4K |
|
|
OGI
731
Organigram Holdings
OGI
$221M
| $36K | ﹤0.01% |
+5,189
| New | +$36K |
|
732
ADT
ADT
$7.13B
| – | – |
-32,938
| Closed | -$266K |
|
733
Akamai
AKAM
$11.3B
| – | – |
-10,413
| Closed | -$1.09M |
|
734
Alnylam Pharmaceuticals
ALNY
$59.2B
| – | – |
-2,234
| Closed | -$422K |
|
735
Amazon
AMZN
$2.48T
| – | – |
-32,380
| Closed | -$5.32M |
|
736
Aurinia Pharmaceuticals
AUPH
$1.63B
| – | – |
-12,802
| Closed | -$283K |
|
737
Avista
AVA
$2.99B
| – | – |
-12,767
| Closed | -$499K |
|
738
Avantor
AVTR
$9.07B
| – | – |
-7,550
| Closed | -$309K |
|
739
American Express
AXP
$227B
| – | – |
-14,150
| Closed | -$2.37M |
|
740
Booz Allen Hamilton
BAH
$12.6B
| – | – |
-3,000
| Closed | -$238K |
|
741
BlackBerry
BB
$2.31B
| – | – |
-121,732
| Closed | -$1.19M |
|
742
BCE
BCE
$23.1B
| – | – |
-26,790
| Closed | -$1.34M |
|
743
Burlington
BURL
$18.4B
| – | – |
-1,166
| Closed | -$331K |
|
744
Cable One
CABO
$922M
| – | – |
-134
| Closed | -$243K |
|
745
CAE Inc
CAE
$8.53B
| – | – |
-12,523
| Closed | -$374K |
|
746
CBRE Group
CBRE
$48.9B
| – | – |
-4,178
| Closed | -$407K |
|
747
Crown Holdings
CCK
$11B
| – | – |
-2,322
| Closed | -$234K |
|
748
Charter Communications
CHTR
$35.7B
| – | – |
-848
| Closed | -$617K |
|
749
Chewy
CHWY
$17.5B
| – | – |
-5,736
| Closed | -$391K |
|
750
Clean Harbors
CLH
$12.7B
| – | – |
-3,185
| Closed | -$331K |
|