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 | |
|---|---|---|---|---|---|---|
126
Masco
MAS
$15.9B
| $21M | 0.12% |
378,021
+102,257
| +37% | +$5.68M |
|
127
Advance Auto Parts
AAP
$3.63B
| $20.3M | 0.11% |
97,362
+40,498
| +71% | +$8.46M |
|
128
Williams-Sonoma
WSM
$24.7B
| $19.6M | 0.11% |
221,158
+64,768
| +41% | +$5.74M |
|
129
Whirlpool
WHR
$5.28B
| $19.4M | 0.11% |
94,989
+27,608
| +41% | +$5.63M |
|
130
Quest Diagnostics
DGX
$20.5B
| $19.3M | 0.11% |
132,612
+3,800
| +3% | +$552K |
|
131
Fortune Brands Innovations
FBIN
$7.3B
| $18.9M | 0.1% |
247,660
+82,124
| +50% | +$6.28M |
|
132
T Rowe Price
TROW
$23.8B
| $18.9M | 0.1% |
96,000
+17,870
| +23% | +$3.51M |
|
133
Chegg
CHGG
$185M
| $18.8M | 0.1% |
276,887
+1,218
| +0.4% | +$82.8K |
|
134
Mohawk Industries
MHK
$8.65B
| $18.4M | 0.1% |
103,630
+28,324
| +38% | +$5.02M |
|
135
Pultegroup
PHM
$27.7B
| $18.3M | 0.1% |
397,961
+111,781
| +39% | +$5.13M |
|
136
Insulet
PODD
$24.5B
| $18M | 0.1% |
63,417
-2,092
| -3% | -$595K |
|
137
Huazhu Hotels Group
HTHT
$11.5B
| $18M | 0.1% |
392,303
+212,964
| +119% | +$9.77M |
|
138
Allegion
ALLE
$14.8B
| $17.9M | 0.1% |
135,683
+39,886
| +42% | +$5.27M |
|
139
Carvana
CVNA
$50.9B
| $17.8M | 0.1% |
58,982
+41,695
| +241% | +$12.6M |
|
140
Bank of New York Mellon
BK
$73.1B
| $17.7M | 0.1% |
340,566
+40,332
| +13% | +$2.09M |
|
141
Lamb Weston
LW
$8.08B
| $17.4M | 0.1% |
283,298
+27,849
| +11% | +$1.71M |
|
142
Lennox International
LII
$20.3B
| $16.8M | 0.09% |
57,180
+16,209
| +40% | +$4.77M |
|
143
Zai Lab
ZLAB
$3.42B
| $16.7M | 0.09% |
158,488
+63,908
| +68% | +$6.74M |
|
144
Bright Horizons
BFAM
$6.64B
| $16.3M | 0.09% |
117,046
-2,022
| -2% | -$282K |
|
145
General Mills
GIS
$27B
| $16.2M | 0.09% |
271,421
+228,670
| +535% | +$13.7M |
|
146
Tapestry
TPR
$21.7B
| $15.9M | 0.09% |
429,320
+121,251
| +39% | +$4.49M |
|
147
Canadian National Railway
CNI
$60.3B
| $15.8M | 0.09% |
136,503
+67,839
| +99% | +$7.86M |
|
148
BorgWarner
BWA
$9.53B
| $15.5M | 0.08% |
407,028
+129,341
| +47% | +$4.92M |
|
149
NetEase
NTES
$85B
| $15.4M | 0.08% |
180,023
+71,458
| +66% | +$6.1M |
|
150
Masimo
MASI
$8B
| $15.4M | 0.08% |
56,753
-6,847
| -11% | -$1.85M |
|