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 | |
|---|---|---|---|---|---|---|
101
Newmont
NEM
$81.7B
| $43.5M | 0.18% | +547,308 | New | +$43.5M |
|
102
Clorox
CLX
$14.5B
| $43.4M | 0.17% | 312,038 +61,386 | +24% | +$8.53M |
|
103
KE Holdings
BEKE
$20.8B
| $43.4M | 0.17% | 3,506,077 +1,245,969 | +55% | +$15.4M |
|
104
Qualcomm
QCOM
$173B
| $43.1M | 0.17% | 282,319 +281,068 | +22,467% | +$43M |
|
105
Labcorp
LH
$23.1B
| $42.2M | 0.17% | 160,101 +42,076 | +36% | +$11.1M |
|
106
T-Mobile US
TMUS
$284B
| $40.3M | 0.16% | 314,179 +255,417 | +435% | +$32.8M |
|
107
iShares Core MSCI EAFE ETF
IEFA
$150B
| $40M | 0.16% | 575,305 -52,163 | -8% | -$3.63M |
|
108
Caterpillar
CAT
$196B
| $39M | 0.16% | +175,187 | New | +$39M |
|
109
Wells Fargo
WFC
$263B
| $38.7M | 0.16% | 798,998 +85,994 | +12% | +$4.17M |
|
110
GE Aerospace
GE
$292B
| $38.7M | 0.16% | 422,898 +419,060 | +10,919% | +$38.3M |
|
111
Cencora
COR
$56.5B
| $38.5M | 0.16% | 248,897 +67,892 | +38% | +$10.5M |
|
112
Steris
STE
$24.1B
| $38.4M | 0.16% | 159,014 +36,293 | +30% | +$8.77M |
|
113
Southern Copper
SCCO
$78B
| $37.8M | 0.15% | +498,298 | New | +$37.8M |
|
114
J.M. Smucker
SJM
$11.8B
| $37.4M | 0.15% | 276,162 +66,307 | +32% | +$8.98M |
|
115
Ford
F
$46.8B
| $37.2M | 0.15% | 2,199,950 +486,840 | +28% | +$8.23M |
|
116
ConocoPhillips
COP
$124B
| $36.8M | 0.15% | 368,158 +362,744 | +6,700% | +$36.3M |
|
117
Cooper Companies
COO
$13.4B
| $36.2M | 0.15% | 86,652 +26,775 | +45% | +$11.2M |
|
118
Airbnb
ABNB
$79.9B
| $34M | 0.14% | +198,143 | New | +$34M |
|
119
Teleflex
TFX
$5.59B
| $33.7M | 0.14% | 94,841 +43,328 | +84% | +$15.4M |
|
120
Marsh & McLennan
MMC
$101B
| $33.3M | 0.13% | 195,565 +110,868 | +131% | +$18.9M |
|
121
NetEase
NTES
$86.2B
| $33.2M | 0.13% | 370,125 -118,489 | -24% | -$10.6M |
|
|
122
Home Depot
HD
$405B
| $32.4M | 0.13% | 108,099 -112,054 | -51% | -$33.5M |
|
123
CME Group
CME
$96B
| $31.5M | 0.13% | +132,401 | New | +$31.5M |
|
124
Air Products & Chemicals
APD
$65.5B
| $31.4M | 0.13% | +125,746 | New | +$31.4M |
|
125
Eaton
ETN
$136B
| $30.3M | 0.12% | +199,639 | New | +$30.3M |
|