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 | |
|---|---|---|---|---|---|---|
751
Ingersoll Rand
IR
$32.7B
| – | – |
-95,019
| Closed | -$4.64M |
|
752
Illinois Tool Works
ITW
$77.7B
| – | – |
-87,597
| Closed | -$19.6M |
|
753
Jabil
JBL
$23.2B
| – | – |
-41,181
| Closed | -$2.39M |
|
754
John B. Sanfilippo & Son
JBSS
$736M
| – | – |
-19,052
| Closed | -$1.69M |
|
|
JNPR
755
DELISTED
Juniper Networks
JNPR
| – | – |
-105,710
| Closed | -$2.89M |
|
756
Keysight
KEYS
$29.5B
| – | – |
-60,176
| Closed | -$9.29M |
|
757
KLA
KLAC
$127B
| – | – |
-40,160
| Closed | -$13M |
|
758
Kinder Morgan
KMI
$61.1B
| – | – |
-53,632
| Closed | -$978K |
|
759
Liberty Broadband Class A
LBRDA
$8.67B
| – | – |
-7,777
| Closed | -$1.31M |
|
760
Lincoln Electric
LECO
$13.5B
| – | – |
-15,678
| Closed | -$2.07M |
|
|
761
Linde
LIN
$225B
| – | – |
-103,503
| Closed | -$29.9M |
|
762
Lam Research
LRCX
$146B
| – | – |
-365,060
| Closed | -$23.8M |
|
763
Las Vegas Sands
LVS
$37.3B
| – | – |
-227,581
| Closed | -$12M |
|
764
LyondellBasell Industries
LYB
$17.6B
| – | – |
-107,720
| Closed | -$11.1M |
|
765
ManpowerGroup
MAN
$1.78B
| – | – |
-17,961
| Closed | -$2.14M |
|
766
Microchip Technology
MCHP
$34.7B
| – | – |
-150,854
| Closed | -$11.3M |
|
767
Middleby
MIDD
$7.12B
| – | – |
-13,408
| Closed | -$2.32M |
|
768
Monolithic Power Systems
MPWR
$40.2B
| – | – |
-5,648
| Closed | -$2.11M |
|
769
Medical Properties Trust
MPW
$2.76B
| – | – |
-22,539
| Closed | -$453K |
|
770
Madison Square Garden
MSGS
$4.97B
| – | – |
-1,175
| Closed | -$203K |
|
771
Mettler-Toledo International
MTD
$26.3B
| – | – |
-2,666
| Closed | -$3.69M |
|
772
Micron Technology
MU
$172B
| – | – |
-216,148
| Closed | -$18.4M |
|
773
Nordson
NDSN
$12.7B
| – | – |
-19,955
| Closed | -$4.38M |
|
774
Newmont
NEM
$86.1B
| – | – |
-395,880
| Closed | -$25.1M |
|
775
NovaGold Resources
NG
$2.8B
| – | – |
-10,113
| Closed | -$81K |
|