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 |
Alphabet (Google) Class A
GOOGL
|
$162M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$161M |
| 3 |
Meta Platforms (Facebook)
META
|
$98.7M |
| 4 |
Microsoft
MSFT
|
$69.4M |
| 5 |
AbbVie
ABBV
|
$60.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$216M |
| 2 |
Pinduoduo
PDD
|
$114M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$111M |
| 4 |
Walmart
WMT
|
$108M |
| 5 |
Bank of America
BAC
|
$106M |
Sector Composition
| 1 | Consumer Staples | 28.45% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Financials | 6.5% |
| 5 | Communication Services | 4.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
ZTO Express
ZTO
$14.7B
| $22.1M | 0.14% |
771,758
-599,640
| -44% | -$17.2M |
|
127
Archer Daniels Midland
ADM
$30.2B
| $21.9M | 0.13% |
275,096
-64,288
| -19% | -$5.12M |
|
128
MetLife
MET
$52.9B
| $21.9M | 0.13% |
377,549
+256,369
| +212% | +$14.9M |
|
129
Schlumberger
SLB
$53.4B
| $21.8M | 0.13% |
444,730
-200,051
| -31% | -$9.82M |
|
130
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $21.8M | 0.13% |
551,262
+89,022
| +19% | +$3.51M |
|
131
Exxon Mobil
XOM
$466B
| $21.7M | 0.13% |
198,227
-372,327
| -65% | -$40.8M |
|
132
Hormel Foods
HRL
$14.1B
| $21.7M | 0.13% |
543,748
-156,938
| -22% | -$6.26M |
|
133
WisdomTree
WT
$1.98B
| $21.6M | 0.13% |
3,694,177
-652,857
| -15% | -$3.83M |
|
134
Copart
CPRT
$47B
| $21.3M | 0.13% |
565,772
-343,464
| -38% | -$12.9M |
|
135
Quest Diagnostics
DGX
$20.5B
| $21M | 0.13% |
148,521
-46,502
| -24% | -$6.58M |
|
136
Albemarle
ALB
$9.6B
| $21M | 0.13% |
94,845
+93,378
| +6,365% | +$20.6M |
|
137
CF Industries
CF
$13.7B
| $20.7M | 0.13% |
285,572
+148,989
| +109% | +$10.8M |
|
138
Incyte
INCY
$16.9B
| $20M | 0.12% |
276,511
+5,070
| +2% | +$366K |
|
|
XYZ
139
Block, Inc.
XYZ
$45.7B
| $19.9M | 0.12% |
289,728
-581,390
| -67% | -$39.9M |
|
140
Li Auto
LI
$24B
| $19.8M | 0.12% |
792,442
-956,375
| -55% | -$23.9M |
|
141
Centene
CNC
$14.2B
| $19.2M | 0.12% |
303,786
+153,737
| +102% | +$9.72M |
|
142
Sea Limited
SE
$113B
| $19.2M | 0.12% |
221,523
+47,360
| +27% | +$4.1M |
|
|
HZNP
143
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $19.2M | 0.12% |
175,644
+9,913
| +6% | +$1.08M |
|
144
D.R. Horton
DHI
$54.2B
| $19.1M | 0.12% |
195,911
+184,303
| +1,588% | +$18M |
|
145
BJs Wholesale Club
BJ
$12.8B
| $18.3M | 0.11% |
240,167
-1,668
| -0.7% | -$127K |
|
146
Molson Coors Class B
TAP
$9.96B
| $18M | 0.11% |
349,051
-53,581
| -13% | -$2.77M |
|
147
Chubb
CB
$111B
| $17.1M | 0.1% |
88,184
-97,198
| -52% | -$18.9M |
|
148
EQT Corp
EQT
$32.2B
| $16.7M | 0.1% |
524,115
+356,700
| +213% | +$11.4M |
|
149
XPeng
XPEV
$18.9B
| $16.7M | 0.1% |
1,501,493
-527,119
| -26% | -$5.86M |
|
150
Huazhu Hotels Group
HTHT
$11.5B
| $16.4M | 0.1% |
334,808
-219,089
| -40% | -$10.7M |
|