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 | |
|---|---|---|---|---|---|---|
151
RPM International
RPM
$16.1B
| $15.3M | 0.08% |
196,916
+61,092
| +45% | +$4.74M |
|
|
ABMD
152
DELISTED
Abiomed Inc
ABMD
| $15.2M | 0.08% |
46,547
-2,374
| -5% | -$773K |
|
153
A.O. Smith
AOS
$10.2B
| $15.1M | 0.08% |
247,464
+68,403
| +38% | +$4.18M |
|
154
Autoliv
ALV
$9.63B
| $14.7M | 0.08% |
171,940
+65,210
| +61% | +$5.59M |
|
155
Owens Corning
OC
$12.7B
| $14.6M | 0.08% |
171,160
+48,865
| +40% | +$4.18M |
|
156
Cardinal Health
CAH
$35.7B
| $14.6M | 0.08% |
295,260
+9,927
| +3% | +$491K |
|
157
Under Armour
UAA
$2.26B
| $14.3M | 0.08% |
708,438
+224,238
| +46% | +$4.53M |
|
158
Lear
LEA
$5.87B
| $14.2M | 0.08% |
90,976
+28,038
| +45% | +$4.39M |
|
159
Ecolab
ECL
$78B
| $14.2M | 0.08% |
67,976
-59,642
| -47% | -$12.4M |
|
160
Albertsons Companies
ACI
$10.7B
| $14.1M | 0.08% |
452,588
+261,648
| +137% | +$8.15M |
|
|
SIVB
161
DELISTED
SVB Financial Group
SIVB
| $14M | 0.08% |
21,649
+5,165
| +31% | +$3.34M |
|
|
SGI
162
Somnigroup International Inc.
SGI
$18.2B
| $14M | 0.08% |
300,918
+98,053
| +48% | +$4.55M |
|
163
Dentsply Sirona
XRAY
$2.86B
| $13.9M | 0.08% |
238,876
+3,105
| +1% | +$180K |
|
|
FRC
164
DELISTED
First Republic Bank
FRC
| $13.8M | 0.08% |
71,416
+12,038
| +20% | +$2.32M |
|
165
Casey's General Stores
CASY
$18.5B
| $13.4M | 0.07% |
71,257
-3,022
| -4% | -$569K |
|
166
Vipshop
VIPS
$8.37B
| $13.4M | 0.07% |
1,204,120
+479,149
| +66% | +$5.34M |
|
167
Alphabet (Google) Class A
GOOGL
$2.81T
| $13.2M | 0.07% |
98,940
+90,540
| +1,078% | +$12.1M |
|
168
Guardant Health
GH
$7.65B
| $13M | 0.07% |
103,958
-4,802
| -4% | -$600K |
|
169
AutoNation
AN
$8.51B
| $12.9M | 0.07% |
105,787
+20,569
| +24% | +$2.5M |
|
170
Arthur J. Gallagher & Co
AJG
$77B
| $12.6M | 0.07% |
84,792
+17,206
| +25% | +$2.56M |
|
171
Ameriprise Financial
AMP
$48.3B
| $12.5M | 0.07% |
47,248
+9,450
| +25% | +$2.5M |
|
172
Knight Transportation
KNX
$7.16B
| $12.5M | 0.07% |
243,952
+69,154
| +40% | +$3.54M |
|
173
Texas Roadhouse
TXRH
$11.3B
| $12.2M | 0.07% |
134,020
-7,422
| -5% | -$678K |
|
174
Boston Beer
SAM
$2.43B
| $12.2M | 0.07% |
23,882
+1,321
| +6% | +$673K |
|
175
Bristol-Myers Squibb
BMY
$95B
| $12.1M | 0.07% |
205,096
+124,879
| +156% | +$7.39M |
|