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
|
$905M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$588M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$579M |
| 4 |
Alibaba
BABA
|
$277M |
| 5 |
SPDR Gold Trust
GLD
|
$127M |
Top Sells
| 1 |
Danaher
DHR
|
$46.9M |
| 2 |
Linde
LIN
|
$29.9M |
| 3 |
Microsoft
MSFT
|
$27.5M |
| 4 |
Walmart
WMT
|
$27.4M |
| 5 |
Deere & Co
DE
|
$26.6M |
Sector Composition
| 1 | Consumer Staples | 24.28% |
| 2 | Consumer Discretionary | 16.94% |
| 3 | Healthcare | 15.14% |
| 4 | Financials | 5.71% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
D.R. Horton
DHI
$51.3B
| $46.8M | 0.26% |
557,165
+161,727
| +41% | +$13.6M |
|
77
Baxter International
BAX
$12.1B
| $45.5M | 0.25% |
566,263
-17,272
| -3% | -$1.39M |
|
78
Lennar Class A
LEN
$34.7B
| $45M | 0.25% |
479,934
+140,150
| +41% | +$13.1M |
|
79
Li Auto
LI
$24.4B
| $44.3M | 0.24% |
1,683,346
+959,783
| +133% | +$25.2M |
|
80
Sherwin-Williams
SHW
$90.5B
| $43.8M | 0.24% |
156,574
+52,984
| +51% | +$14.8M |
|
81
DuPont de Nemours
DD
$31.6B
| $42.7M | 0.23% |
628,666
+239,303
| +61% | +$16.3M |
|
82
ResMed
RMD
$39.4B
| $42.5M | 0.23% |
161,349
-3,466
| -2% | -$913K |
|
83
Kellanova
K
$27.5B
| $42.5M | 0.23% |
664,762
-6,429
| -1% | -$411K |
|
84
Hormel Foods
HRL
$13.9B
| $42.1M | 0.23% |
1,025,752
+49,509
| +5% | +$2.03M |
|
85
Dollar Tree
DLTR
$21.3B
| $41.7M | 0.23% |
436,065
+13,111
| +3% | +$1.25M |
|
86
XPeng
XPEV
$19.3B
| $41.5M | 0.23% |
1,167,207
+635,879
| +120% | +$22.6M |
|
|
CERN
87
DELISTED
Cerner Corp
CERN
| $40.7M | 0.22% |
577,498
+29,504
| +5% | +$2.08M |
|
88
Trip.com Group
TCOM
$46.6B
| $40.6M | 0.22% |
1,319,999
+567,017
| +75% | +$17.4M |
|
89
VF Corp
VFC
$5.79B
| $39.7M | 0.22% |
592,297
+174,817
| +42% | +$11.7M |
|
90
Church & Dwight Co
CHD
$22.7B
| $39.5M | 0.22% |
477,904
+49,339
| +12% | +$4.07M |
|
91
Bilibili
BILI
$9.2B
| $39.3M | 0.22% |
593,827
+267,924
| +82% | +$17.7M |
|
92
Clorox
CLX
$15B
| $38.9M | 0.21% |
235,070
+7,063
| +3% | +$1.17M |
|
93
Darden Restaurants
DRI
$24.3B
| $38.1M | 0.21% |
251,360
-571
| -0.2% | -$86.5K |
|
94
Albemarle
ALB
$9.43B
| $37.2M | 0.2% |
169,965
+63,118
| +59% | +$13.8M |
|
95
Ford
F
$46.2B
| $36.8M | 0.2% |
2,600,724
+991,912
| +62% | +$14M |
|
96
West Pharmaceutical
WST
$17.9B
| $35.7M | 0.2% |
84,073
-3,495
| -4% | -$1.48M |
|
97
Lufax Holding
LU
$2.66B
| $35.7M | 0.2% |
5,109,972
+2,580,435
| +102% | +$18M |
|
98
Carrier Global
CARR
$53.2B
| $35.3M | 0.19% |
682,213
+345,567
| +103% | +$17.9M |
|
99
US Bancorp
USB
$75.5B
| $34.7M | 0.19% |
584,565
+73,541
| +14% | +$4.37M |
|
100
Teladoc Health
TDOC
$1.37B
| $34.3M | 0.19% |
270,190
-8,368
| -3% | -$1.06M |
|