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 | |
|---|---|---|---|---|---|---|
751
SSR Mining
SSRM
$4.29B
| $1.41M | 0.01% |
64,922
+39,568
| +156% | +$861K |
|
752
Millicom
TIGO
$7.99B
| $1.41M | 0.01% |
55,955
+37,690
| +206% | +$950K |
|
|
ERF
753
DELISTED
Enerplus Corporation
ERF
| $1.41M | 0.01% |
111,254
+56,963
| +105% | +$722K |
|
754
Old Republic International
ORI
$9.97B
| $1.41M | 0.01% |
54,372
+25,996
| +92% | +$673K |
|
755
Charles River Laboratories
CRL
$7.75B
| $1.4M | 0.01% |
4,940
+3,453
| +232% | +$981K |
|
|
ACCD
756
DELISTED
Accolade, Inc. Common Stock
ACCD
| $1.4M | 0.01% |
79,586
+19,074
| +32% | +$335K |
|
757
Workday
WDAY
$61.6B
| $1.36M | 0.01% |
5,695
-5,062
| -47% | -$1.21M |
|
|
SII
758
Sprott
SII
$1.76B
| $1.36M | 0.01% |
+27,139
| New | +$1.36M |
|
759
Magna International
MGA
$13B
| $1.35M | 0.01% |
21,066
+2,797
| +15% | +$180K |
|
760
Cerus
CERS
$247M
| $1.34M | 0.01% |
243,485
+56,621
| +30% | +$311K |
|
761
VeriSign
VRSN
$26.7B
| $1.33M | 0.01% |
+5,993
| New | +$1.33M |
|
762
Equitable Holdings
EQH
$15.8B
| $1.32M | 0.01% |
42,701
-28,249
| -40% | -$873K |
|
763
Comerica
CMA
$8.88B
| $1.31M | 0.01% |
14,481
-9,014
| -38% | -$815K |
|
764
SEI Investments
SEIC
$10.7B
| $1.31M | 0.01% |
21,697
-5,448
| -20% | -$328K |
|
765
LeMaitre Vascular
LMAT
$2.16B
| $1.3M | 0.01% |
27,938
+6,584
| +31% | +$306K |
|
766
Stantec
STN
$12.3B
| $1.3M | 0.01% |
25,839
+3,240
| +14% | +$163K |
|
|
NTUS
767
DELISTED
Natus Medical Inc
NTUS
| $1.29M | 0.01% |
48,998
+11,520
| +31% | +$303K |
|
|
CSII
768
DELISTED
Cardiovascular Systems, Inc.
CSII
| $1.29M | 0.01% |
56,843
+13,245
| +30% | +$299K |
|
|
BZUN
769
Baozun
BZUN
$223M
| $1.28M | 0.01% |
149,318
-32,980
| -18% | -$283K |
|
770
Keurig Dr Pepper
KDP
$37.5B
| $1.28M | 0.01% |
+33,711
| New | +$1.28M |
|
771
BioLife Solutions
BLFS
$1.26B
| $1.27M | 0.01% |
56,030
+13,058
| +30% | +$297K |
|
772
National Healthcare
NHC
$1.77B
| $1.27M | 0.01% |
18,127
+4,369
| +32% | +$307K |
|
|
HZNP
773
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $1.26M | 0.01% |
+12,006
| New | +$1.26M |
|
774
East-West Bancorp
EWBC
$14.9B
| $1.23M | 0.01% |
15,580
-9,707
| -38% | -$767K |
|
775
Pan American Silver
PAAS
$14.9B
| $1.23M | 0.01% |
44,965
+27,531
| +158% | +$752K |
|