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 | |
|---|---|---|---|---|---|---|
|
GTM
776
ZoomInfo Technologies
GTM
$3.36B
| $1.22M | ﹤0.01% |
+20,457
| New | +$1.22M |
|
777
Teledyne Technologies
TDY
$25.5B
| $1.22M | ﹤0.01% |
+2,572
| New | +$1.22M |
|
|
TIGR
778
UP Fintech Holding
TIGR
$2.12B
| $1.2M | ﹤0.01% |
245,147
-52,282
| -18% | -$256K |
|
779
Invesco
IVZ
$9.91B
| $1.2M | ﹤0.01% |
51,802
-29,314
| -36% | -$676K |
|
780
AngioDynamics
ANGO
$447M
| $1.17M | ﹤0.01% |
54,352
+12,603
| +30% | +$272K |
|
781
Avantor
AVTR
$8.75B
| $1.17M | ﹤0.01% |
+34,489
| New | +$1.17M |
|
782
Unum
UNM
$12.5B
| $1.17M | ﹤0.01% |
36,963
+18,823
| +104% | +$593K |
|
783
Corpay
CPAY
$22.1B
| $1.16M | ﹤0.01% |
4,673
+2,619
| +128% | +$652K |
|
|
OCFT
784
OneConnect Financial Technology
OCFT
$279M
| $1.15M | ﹤0.01% |
81,752
-18,069
| -18% | -$255K |
|
785
HEICO
HEI
$44B
| $1.12M | ﹤0.01% |
+7,285
| New | +$1.12M |
|
786
Pinnacle West Capital
PNW
$10.4B
| $1.11M | ﹤0.01% |
14,158
+7,533
| +114% | +$588K |
|
787
Zions Bancorporation
ZION
$8.4B
| $1.1M | ﹤0.01% |
16,840
-11,078
| -40% | -$726K |
|
788
Alcoa
AA
$8.1B
| $1.1M | ﹤0.01% |
12,197
-5,362
| -31% | -$483K |
|
789
Warner Music
WMG
$17.5B
| $1.09M | ﹤0.01% |
+28,774
| New | +$1.09M |
|
790
Chemours
CC
$2.5B
| $1.08M | ﹤0.01% |
+34,393
| New | +$1.08M |
|
791
Molina Healthcare
MOH
$9.84B
| $1.08M | ﹤0.01% |
+3,239
| New | +$1.08M |
|
792
TransUnion
TRU
$18.3B
| $1.08M | ﹤0.01% |
+10,426
| New | +$1.08M |
|
793
OrthoPediatrics
KIDS
$514M
| $1.08M | ﹤0.01% |
19,931
+4,509
| +29% | +$243K |
|
794
Cross Country Healthcare
CCRN
$460M
| $1.08M | ﹤0.01% |
49,592
+20,617
| +71% | +$447K |
|
795
S&P Global
SPGI
$167B
| $1.04M | ﹤0.01% |
2,533
+1,867
| +280% | +$766K |
|
796
National Research Corp
NRC
$372M
| $1.03M | ﹤0.01% |
26,023
+7,525
| +41% | +$298K |
|
797
Tyler Technologies
TYL
$24.2B
| $1.01M | ﹤0.01% |
+2,279
| New | +$1.01M |
|
798
Pulmonx
LUNG
$68.9M
| $1.01M | ﹤0.01% |
40,787
+11,227
| +38% | +$279K |
|
799
Ares Capital
ARCC
$15.7B
| $1M | ﹤0.01% |
47,812
-32,755
| -41% | -$686K |
|
800
SI-BONE Inc
SIBN
$692M
| $1M | ﹤0.01% |
44,272
+10,198
| +30% | +$231K |
|