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 | |
|---|---|---|---|---|---|---|
|
DOYU
901
DouYu International Holdings
DOYU
$234M
| $450K | ﹤0.01% |
21,639
-748
| -3% | -$15.6K |
|
902
Spire
SR
$4.46B
| $448K | ﹤0.01% |
6,243
+3,175
| +103% | +$228K |
|
903
WEX
WEX
$5.87B
| $447K | ﹤0.01% |
2,507
+182
| +8% | +$32.5K |
|
904
QuantumScape
QS
$4.44B
| $446K | ﹤0.01% |
+22,295
| New | +$446K |
|
905
TTEC Holdings
TTEC
$183M
| $446K | ﹤0.01% |
+5,409
| New | +$446K |
|
906
Fresh Del Monte Produce
FDP
$1.72B
| $444K | ﹤0.01% |
+17,138
| New | +$444K |
|
907
Mattel
MAT
$6.06B
| $442K | ﹤0.01% |
+19,918
| New | +$442K |
|
908
Euronet Worldwide
EEFT
$3.74B
| $440K | ﹤0.01% |
3,378
+1,237
| +58% | +$161K |
|
909
Allete
ALE
$3.69B
| $433K | ﹤0.01% |
+6,472
| New | +$433K |
|
|
TSP
910
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $430K | ﹤0.01% |
35,213
+5,889
| +20% | +$71.9K |
|
911
Huntington Ingalls Industries
HII
$10.6B
| $427K | ﹤0.01% |
+2,142
| New | +$427K |
|
|
AD
912
Array Digital Infrastructure, Inc.
AD
$4.54B
| $408K | ﹤0.01% |
+13,498
| New | +$408K |
|
913
Imperial Oil
IMO
$44.4B
| $405K | ﹤0.01% |
8,364
+1,486
| +22% | +$72K |
|
914
Avista
AVA
$2.99B
| $394K | ﹤0.01% |
+8,723
| New | +$394K |
|
915
Codexis
CDXS
$218M
| $393K | ﹤0.01% |
19,050
+5,670
| +42% | +$117K |
|
916
United Parcel Service
UPS
$72.1B
| $390K | ﹤0.01% |
+1,817
| New | +$390K |
|
917
Exelixis
EXEL
$10.2B
| $382K | ﹤0.01% |
+16,847
| New | +$382K |
|
918
Colliers International
CIGI
$8.43B
| $374K | ﹤0.01% |
2,866
+943
| +49% | +$123K |
|
919
ITT
ITT
$13.3B
| $371K | ﹤0.01% |
+4,929
| New | +$371K |
|
|
PDM
920
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $370K | ﹤0.01% |
21,509
+10,190
| +90% | +$175K |
|
921
Associated Banc-Corp
ASB
$4.42B
| $367K | ﹤0.01% |
16,133
-10,649
| -40% | -$242K |
|
922
Bank of Hawaii
BOH
$2.72B
| $359K | ﹤0.01% |
4,278
-2,894
| -40% | -$243K |
|
923
Intellia Therapeutics
NTLA
$1.29B
| $357K | ﹤0.01% |
+4,907
| New | +$357K |
|
924
Polaris
PII
$3.33B
| $357K | ﹤0.01% |
+3,390
| New | +$357K |
|
925
Federated Hermes
FHI
$4.1B
| $355K | ﹤0.01% |
10,436
-6,886
| -40% | -$234K |
|