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 | |
|---|---|---|---|---|---|---|
826
Etsy
ETSY
$5.77B
| $813K | ﹤0.01% |
+6,542
| New | +$813K |
|
827
Rayonier
RYN
$4.1B
| $810K | ﹤0.01% |
20,707
+7,013
| +51% | +$274K |
|
828
Interpublic Group of Companies
IPG
$9.89B
| $806K | ﹤0.01% |
+22,742
| New | +$806K |
|
829
Voya Financial
VOYA
$7.3B
| $790K | ﹤0.01% |
11,900
-6,864
| -37% | -$456K |
|
830
Celestica
CLS
$28.1B
| $782K | ﹤0.01% |
65,713
+24,485
| +59% | +$291K |
|
831
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $779K | ﹤0.01% |
7,600
| – | – |
|
832
GoDaddy
GDDY
$20.5B
| $771K | ﹤0.01% |
+9,215
| New | +$771K |
|
833
Jack Henry & Associates
JKHY
$11.8B
| $771K | ﹤0.01% |
+3,915
| New | +$771K |
|
834
Brink's
BCO
$4.79B
| $766K | ﹤0.01% |
11,262
+5,286
| +88% | +$360K |
|
835
Intuit
INTU
$187B
| $765K | ﹤0.01% |
+1,592
| New | +$765K |
|
836
AXIS Capital
AXS
$7.67B
| $760K | ﹤0.01% |
12,564
+6,304
| +101% | +$381K |
|
837
Synovus
SNV
$7.2B
| $760K | ﹤0.01% |
15,500
-10,460
| -40% | -$513K |
|
838
Lyft
LYFT
$7.35B
| $742K | ﹤0.01% |
+19,333
| New | +$742K |
|
839
National Fuel Gas
NFG
$7.71B
| $739K | ﹤0.01% |
10,759
+5,785
| +116% | +$397K |
|
840
Alkermes
ALKS
$4.7B
| $726K | ﹤0.01% |
27,612
+8,280
| +43% | +$218K |
|
841
The Joint Corp
JYNT
$163M
| $726K | ﹤0.01% |
20,509
+4,751
| +30% | +$168K |
|
842
Idacorp
IDA
$6.68B
| $715K | ﹤0.01% |
6,202
+3,432
| +124% | +$396K |
|
843
APA Corp
APA
$7.96B
| $709K | ﹤0.01% |
17,146
+8,410
| +96% | +$348K |
|
844
Southwest Airlines
LUV
$16.7B
| $709K | ﹤0.01% |
+15,489
| New | +$709K |
|
845
Popular Inc
BPOP
$8.48B
| $700K | ﹤0.01% |
8,560
-5,625
| -40% | -$460K |
|
|
BHVN
846
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $700K | ﹤0.01% |
5,900
+1,782
| +43% | +$211K |
|
847
ZimVie
ZIMV
$533M
| $699K | ﹤0.01% |
+30,604
| New | +$699K |
|
848
Enviri
NVRI
$938M
| $696K | ﹤0.01% |
56,869
+33,995
| +149% | +$416K |
|
849
BOK Financial
BOKF
$7.18B
| $693K | ﹤0.01% |
7,372
-6,093
| -45% | -$573K |
|
850
GameStop
GME
$10.4B
| $689K | ﹤0.01% |
+16,544
| New | +$689K |
|