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 | |
|---|---|---|---|---|---|---|
801
OGE Energy
OGE
$8.75B
| $987K | ﹤0.01% |
24,191
+13,309
| +122% | +$543K |
|
802
Virtu Financial
VIRT
$3.26B
| $977K | ﹤0.01% |
+26,240
| New | +$977K |
|
803
UGI
UGI
$7.37B
| $973K | ﹤0.01% |
26,868
+15,505
| +136% | +$561K |
|
804
Carvana
CVNA
$51.4B
| $969K | ﹤0.01% |
8,124
-27,642
| -77% | -$3.3M |
|
|
VRAY
805
DELISTED
ViewRay, Inc.
VRAY
| $961K | ﹤0.01% |
245,129
+60,746
| +33% | +$238K |
|
806
Western Alliance Bancorporation
WAL
$9.86B
| $953K | ﹤0.01% |
11,502
-6,851
| -37% | -$568K |
|
807
Curtiss-Wright
CW
$18.2B
| $950K | ﹤0.01% |
6,326
+2,637
| +71% | +$396K |
|
808
Hanover Insurance
THG
$6.36B
| $942K | ﹤0.01% |
6,301
+3,063
| +95% | +$458K |
|
809
Cullen/Frost Bankers
CFR
$8.34B
| $939K | ﹤0.01% |
6,787
-4,719
| -41% | -$653K |
|
810
Roku
ROKU
$14.6B
| $939K | ﹤0.01% |
+7,498
| New | +$939K |
|
811
Intercontinental Exchange
ICE
$99.3B
| $935K | ﹤0.01% |
+7,076
| New | +$935K |
|
812
Brookfield
BN
$99.7B
| $927K | ﹤0.01% |
20,265
| – | – |
|
|
SRCL
813
DELISTED
Stericycle Inc
SRCL
| $924K | ﹤0.01% |
15,684
+7,034
| +81% | +$414K |
|
814
Commerce Bancshares
CBSH
$8.04B
| $923K | ﹤0.01% |
14,918
-10,307
| -41% | -$638K |
|
815
WisdomTree
WT
$2B
| $916K | ﹤0.01% |
+156,132
| New | +$916K |
|
816
Howmet Aerospace
HWM
$72.3B
| $895K | ﹤0.01% |
+24,904
| New | +$895K |
|
817
Pinterest
PINS
$24.8B
| $882K | ﹤0.01% |
+35,847
| New | +$882K |
|
818
Steel Dynamics
STLD
$19.8B
| $873K | ﹤0.01% |
10,465
-129
| -1% | -$10.8K |
|
819
American Express
AXP
$226B
| $868K | ﹤0.01% |
+4,640
| New | +$868K |
|
820
Jefferies Financial Group
JEF
$13.2B
| $863K | ﹤0.01% |
27,484
-17,484
| -39% | -$549K |
|
821
Macerich
MAC
$4.68B
| $857K | ﹤0.01% |
54,767
-8,131
| -13% | -$127K |
|
822
Chewy
CHWY
$17.4B
| $838K | ﹤0.01% |
+20,549
| New | +$838K |
|
823
Dick's Sporting Goods
DKS
$17.9B
| $834K | ﹤0.01% |
8,343
+5,721
| +218% | +$572K |
|
|
HUYA
824
Huya Inc
HUYA
$774M
| $830K | ﹤0.01% |
185,764
-39,627
| -18% | -$177K |
|
|
LAC
825
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $829K | ﹤0.01% |
21,491
+10,854
| +102% | +$419K |
|