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 Core S&P 500 ETF
IVV
|
$218M |
| 2 |
CVS Health
CVS
|
$179M |
| 3 |
Mastercard
MA
|
$142M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$103M |
| 5 |
Meta Platforms (Facebook)
META
|
$92.8M |
Top Sells
| 1 |
Alibaba
BABA
|
$814M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$729M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$303M |
| 4 |
SPDR Gold Trust
GLD
|
$135M |
| 5 |
JD.com
JD
|
$124M |
Sector Composition
| 1 | Consumer Staples | 25.98% |
| 2 | Healthcare | 19.03% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Financials | 7.27% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Huntsman Corp
HUN
$1.95B
| – | – |
-117,679
| Closed | -$4.41M |
|
1027
IAMGOLD
IAG
$5.7B
| – | – |
-156,564
| Closed | -$544K |
|
1028
ICU Medical
ICUI
$3.24B
| – | – |
-32,369
| Closed | -$7.21M |
|
1029
Imperial Oil
IMO
$44.4B
| – | – |
-8,364
| Closed | -$405K |
|
1030
Ingredion
INGR
$8.24B
| – | – |
-25,496
| Closed | -$2.22M |
|
1031
Intuit
INTU
$188B
| – | – |
-1,592
| Closed | -$765K |
|
|
1032
JD.com
JD
$44.6B
| – | – |
-2,141,206
| Closed | -$124M |
|
1033
The Joint Corp
JYNT
$163M
| – | – |
-20,509
| Closed | -$726K |
|
1034
Kinross Gold
KGC
$26.9B
| – | – |
-432,270
| Closed | -$2.54M |
|
|
LGO
1035
Largo
LGO
$95.6M
| – | – |
-10,317
| Closed | -$131K |
|
1036
Methanex
MEOH
$2.99B
| – | – |
-37,300
| Closed | -$2.04M |
|
1037
Magna International
MGA
$12.9B
| – | – |
-21,066
| Closed | -$1.35M |
|
1038
Marsh & McLennan
MMC
$100B
| – | – |
-195,565
| Closed | -$33.3M |
|
1039
Molina Healthcare
MOH
$9.47B
| – | – |
-3,239
| Closed | -$1.08M |
|
1040
Mettler-Toledo International
MTD
$26.9B
| – | – |
-8,684
| Closed | -$11.9M |
|
1041
NovaGold Resources
NG
$2.75B
| – | – |
-32,541
| Closed | -$251K |
|
|
NGD
1042
New Gold Inc
NGD
$4.99B
| – | – |
-154,471
| Closed | -$281K |
|
1043
NetEase
NTES
$85B
| – | – |
-370,125
| Closed | -$33.2M |
|
1044
Intellia Therapeutics
NTLA
$1.29B
| – | – |
-4,907
| Closed | -$357K |
|
1045
Open Text
OTEX
$8.45B
| – | – |
-138,015
| Closed | -$5.86M |
|
1046
Pan American Silver
PAAS
$14.6B
| – | – |
-44,965
| Closed | -$1.23M |
|
1047
Pembina Pipeline
PBA
$22.1B
| – | – |
-163,790
| Closed | -$6.16M |
|
1048
Ryder
R
$7.64B
| – | – |
-29,753
| Closed | -$2.36M |
|
1049
RB Global
RBA
$21.4B
| – | – |
-4,937
| Closed | -$292K |
|
1050
Rogers Communications
RCI
$19.4B
| – | – |
-12,003
| Closed | -$680K |
|