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 | |
|---|---|---|---|---|---|---|
926
Moody's
MCO
$89.5B
| $353K | ﹤0.01% |
+1,045
| New | +$353K |
|
927
Sarepta Therapeutics
SRPT
$1.96B
| $342K | ﹤0.01% |
+4,374
| New | +$342K |
|
928
Brunswick
BC
$4.35B
| $338K | ﹤0.01% |
4,184
+729
| +21% | +$58.9K |
|
|
XYZ
929
Block, Inc.
XYZ
$45.7B
| $333K | ﹤0.01% |
+2,455
| New | +$333K |
|
930
Silicon Laboratories
SLAB
$4.45B
| $327K | ﹤0.01% |
+2,178
| New | +$327K |
|
931
Nutanix
NTNX
$18.7B
| $316K | ﹤0.01% |
+11,791
| New | +$316K |
|
|
CGC
932
Canopy Growth
CGC
$456M
| $314K | ﹤0.01% |
4,137
+986
| +31% | +$74.8K |
|
933
Spirit AeroSystems
SPR
$4.8B
| $314K | ﹤0.01% |
+6,415
| New | +$314K |
|
934
NCR Voyix
VYX
$1.84B
| $313K | ﹤0.01% |
+12,685
| New | +$313K |
|
|
GAP
935
The Gap, Inc.
GAP
$8.83B
| $307K | ﹤0.01% |
+21,833
| New | +$307K |
|
|
JOBS
936
DELISTED
51job, Inc.
JOBS
| $302K | ﹤0.01% |
5,155
| – | – |
|
937
Ecolab
ECL
$77.6B
| $300K | ﹤0.01% |
+1,698
| New | +$300K |
|
938
Novavax
NVAX
$1.28B
| $296K | ﹤0.01% |
4,021
+1,581
| +65% | +$116K |
|
939
Teradata
TDC
$1.99B
| $294K | ﹤0.01% |
+5,963
| New | +$294K |
|
940
RB Global
RBA
$21.4B
| $292K | ﹤0.01% |
+4,937
| New | +$292K |
|
941
Ryman Hospitality Properties
RHP
$6.35B
| $289K | ﹤0.01% |
+3,115
| New | +$289K |
|
|
NGD
942
New Gold Inc
NGD
$4.99B
| $281K | ﹤0.01% |
154,471
+90,908
| +143% | +$165K |
|
943
Nike
NKE
$109B
| $278K | ﹤0.01% |
+2,068
| New | +$278K |
|
944
Ionis Pharmaceuticals
IONS
$9.76B
| $267K | ﹤0.01% |
+7,201
| New | +$267K |
|
945
Wendy's
WEN
$1.97B
| $266K | ﹤0.01% |
+12,110
| New | +$266K |
|
|
WWE
946
DELISTED
World Wrestling Entertainment
WWE
| $252K | ﹤0.01% |
+4,041
| New | +$252K |
|
947
NovaGold Resources
NG
$2.75B
| $251K | ﹤0.01% |
32,541
+19,725
| +154% | +$152K |
|
948
Sensient Technologies
SXT
$4.79B
| $251K | ﹤0.01% |
+2,987
| New | +$251K |
|
949
Universal Corp
UVV
$1.38B
| $246K | ﹤0.01% |
+4,228
| New | +$246K |
|
950
Twilio
TWLO
$16.7B
| $241K | ﹤0.01% |
+1,464
| New | +$241K |
|