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 | |
|---|---|---|---|---|---|---|
951
H&R Block
HRB
$6.88B
| $233K | ﹤0.01% |
+8,943
| New | +$233K |
|
952
TripAdvisor
TRIP
$2.09B
| $229K | ﹤0.01% |
+8,449
| New | +$229K |
|
953
WaFd
WAFD
$2.52B
| $227K | ﹤0.01% |
6,926
-4,725
| -41% | -$155K |
|
|
SIX
954
DELISTED
Six Flags Entertainment Corp.
SIX
| $222K | ﹤0.01% |
+5,095
| New | +$222K |
|
955
Denali Therapeutics
DNLI
$2.16B
| $221K | ﹤0.01% |
+6,867
| New | +$221K |
|
956
Natera
NTRA
$22.9B
| $219K | ﹤0.01% |
+5,378
| New | +$219K |
|
957
Acadia Pharmaceuticals
ACAD
$4.3B
| $218K | ﹤0.01% |
+8,989
| New | +$218K |
|
958
Bio-Rad Laboratories Class A
BIO
$7.83B
| $217K | ﹤0.01% |
+385
| New | +$217K |
|
959
Arista Networks
ANET
$177B
| $216K | ﹤0.01% |
+6,228
| New | +$216K |
|
|
SILV
960
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $215K | ﹤0.01% |
24,153
+13,423
| +125% | +$119K |
|
961
Angi Inc
ANGI
$794M
| $153K | ﹤0.01% |
+2,700
| New | +$153K |
|
962
Capitol Federal Financial
CFFN
$853M
| $153K | ﹤0.01% |
14,104
-10,704
| -43% | -$116K |
|
963
Denny's
DENN
$248M
| $152K | ﹤0.01% |
10,608
-1,758
| -14% | -$25.2K |
|
964
Virgin Galactic
SPCE
$177M
| $137K | ﹤0.01% |
+693
| New | +$137K |
|
|
LGO
965
Largo
LGO
$95.6M
| $131K | ﹤0.01% |
+10,317
| New | +$131K |
|
|
BLDP
966
Ballard Power Systems
BLDP
$556M
| $124K | ﹤0.01% |
+10,620
| New | +$124K |
|
|
LOGC
967
DELISTED
ContextLogic
LOGC
| $78K | ﹤0.01% |
+1,158
| New | +$78K |
|
968
Skillz
SKLZ
$113M
| $69K | ﹤0.01% |
+1,156
| New | +$69K |
|
969
AerCap
AER
$21.9B
| – | – |
-9,112
| Closed | -$596K |
|
970
AutoZone
AZO
$70.8B
| – | – |
-1,472
| Closed | -$3.09M |
|
971
Best Buy
BBY
$16.3B
| – | – |
-3,711
| Closed | -$377K |
|
972
Columbia Sportswear
COLM
$3.15B
| – | – |
-63,600
| Closed | -$6.2M |
|
|
CRON
973
Cronos Group
CRON
$957M
| – | – |
-28,732
| Closed | -$113K |
|
974
Denison Mines
DNN
$2.04B
| – | – |
-43,840
| Closed | -$60K |
|
975
First Horizon
FHN
$11.6B
| – | – |
-96,120
| Closed | -$1.57M |
|