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 | |
|---|---|---|---|---|---|---|
876
Coterra Energy
CTRA
$18.3B
| $550K | ﹤0.01% |
20,380
-1,175
| -5% | -$31.7K |
|
877
Bruker
BRKR
$4.68B
| $545K | ﹤0.01% |
+8,477
| New | +$545K |
|
878
IAMGOLD
IAG
$5.7B
| $544K | ﹤0.01% |
156,564
+56,594
| +57% | +$197K |
|
879
iShares MSCI Brazil ETF
EWZ
$5.47B
| $537K | ﹤0.01% |
+14,194
| New | +$537K |
|
|
OCDX
880
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
| $533K | ﹤0.01% |
+28,537
| New | +$533K |
|
881
NRG Energy
NRG
$28.6B
| $532K | ﹤0.01% |
+13,862
| New | +$532K |
|
882
Builders FirstSource
BLDR
$16.5B
| $530K | ﹤0.01% |
8,219
+3,337
| +68% | +$215K |
|
883
Watts Water Technologies
WTS
$9.35B
| $530K | ﹤0.01% |
3,800
+1,162
| +44% | +$162K |
|
884
Mercury Insurance
MCY
$4.29B
| $527K | ﹤0.01% |
9,583
+4,530
| +90% | +$249K |
|
|
FLG
885
Flagstar Financial, Inc.
FLG
$5.39B
| $524K | ﹤0.01% |
16,284
-11,222
| -41% | -$361K |
|
886
Hudbay
HBM
$5.03B
| $519K | ﹤0.01% |
65,967
+34,044
| +107% | +$268K |
|
887
Five Below
FIVE
$8.46B
| $511K | ﹤0.01% |
+3,227
| New | +$511K |
|
888
Tactile Systems Technology
TCMD
$300M
| $511K | ﹤0.01% |
25,367
+4,368
| +21% | +$88K |
|
889
Zoetis
ZTS
$67.9B
| $505K | ﹤0.01% |
2,678
+1,288
| +93% | +$243K |
|
890
TFS Financial
TFSL
$3.82B
| $490K | ﹤0.01% |
29,523
-57,900
| -66% | -$961K |
|
891
Cable One
CABO
$922M
| $489K | ﹤0.01% |
+334
| New | +$489K |
|
892
Peloton Interactive
PTON
$3.27B
| $489K | ﹤0.01% |
+18,503
| New | +$489K |
|
893
Axon Enterprise
AXON
$57.2B
| $481K | ﹤0.01% |
+3,489
| New | +$481K |
|
894
Neurocrine Biosciences
NBIX
$14.3B
| $471K | ﹤0.01% |
5,020
+2,493
| +99% | +$234K |
|
895
Dropbox
DBX
$8.06B
| $470K | ﹤0.01% |
+20,208
| New | +$470K |
|
896
10x Genomics
TXG
$1.74B
| $470K | ﹤0.01% |
+6,182
| New | +$470K |
|
897
Upstart Holdings
UPST
$6.44B
| $466K | ﹤0.01% |
+4,276
| New | +$466K |
|
898
Gaotu Techedu
GOTU
$877M
| $458K | ﹤0.01% |
266,184
-53,238
| -17% | -$91.6K |
|
899
Service Corp International
SCI
$10.9B
| $457K | ﹤0.01% |
6,939
-4,542
| -40% | -$299K |
|
900
Dolby
DLB
$6.96B
| $455K | ﹤0.01% |
+5,813
| New | +$455K |
|