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 | |
|---|---|---|---|---|---|---|
126
LyondellBasell Industries
LYB
$17.7B
| $30.3M | 0.12% |
+294,635
| New | +$30.3M |
|
127
Public Storage
PSA
$52.2B
| $30.3M | 0.12% |
77,567
+61,720
| +389% | +$24.1M |
|
128
Hologic
HOLX
$14.8B
| $30.1M | 0.12% |
392,227
+90,017
| +30% | +$6.92M |
|
129
Archer Daniels Midland
ADM
$30.2B
| $29.5M | 0.12% |
327,376
+250,596
| +326% | +$22.6M |
|
130
Kanzhun
BZ
$11.1B
| $29.3M | 0.12% |
1,177,610
+906,721
| +335% | +$22.6M |
|
131
Applied Materials
AMAT
$130B
| $29.2M | 0.12% |
+221,565
| New | +$29.2M |
|
132
Molson Coors Class B
TAP
$9.96B
| $28.9M | 0.12% |
541,468
+153,978
| +40% | +$8.22M |
|
133
Walt Disney
DIS
$212B
| $28.7M | 0.12% |
+209,577
| New | +$28.7M |
|
134
Teladoc Health
TDOC
$1.38B
| $28.7M | 0.12% |
398,322
+96,930
| +32% | +$6.99M |
|
|
135
Lowe's Companies
LOW
$151B
| $28.5M | 0.12% |
141,039
-174,087
| -55% | -$35.2M |
|
136
Bilibili
BILI
$9.25B
| $28.1M | 0.11% |
1,099,588
+359,842
| +49% | +$9.2M |
|
137
Trane Technologies
TT
$92.1B
| $28M | 0.11% |
183,477
-42,799
| -19% | -$6.54M |
|
138
NextEra Energy, Inc.
NEE
$146B
| $28M | 0.11% |
+330,620
| New | +$28M |
|
139
GDS Holdings
GDS
$6.35B
| $27.8M | 0.11% |
708,456
+232,516
| +49% | +$9.13M |
|
140
Insulet
PODD
$24.5B
| $27.6M | 0.11% |
103,704
+27,950
| +37% | +$7.45M |
|
141
Morgan Stanley
MS
$236B
| $27.5M | 0.11% |
314,602
-4,832
| -2% | -$422K |
|
142
Johnson Controls International
JCI
$69.5B
| $27.1M | 0.11% |
412,884
-250,651
| -38% | -$16.4M |
|
143
Dow Inc
DOW
$17.4B
| $27M | 0.11% |
+423,204
| New | +$27M |
|
144
Charles Schwab
SCHW
$167B
| $26.6M | 0.11% |
315,103
-18,219
| -5% | -$1.54M |
|
145
Amphenol
APH
$135B
| $26.3M | 0.11% |
+697,738
| New | +$26.3M |
|
146
TE Connectivity
TEL
$61.7B
| $25.1M | 0.1% |
+191,912
| New | +$25.1M |
|
147
Lamb Weston
LW
$8.08B
| $25M | 0.1% |
416,844
+105,028
| +34% | +$6.29M |
|
148
DuPont de Nemours
DD
$32.6B
| $24.9M | 0.1% |
337,760
-80,445
| -19% | -$5.92M |
|
149
Fortinet
FTNT
$60.4B
| $24.5M | 0.1% |
+359,130
| New | +$24.5M |
|
150
Deere & Co
DE
$128B
| $24.5M | 0.1% |
+59,058
| New | +$24.5M |
|