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 | |
|---|---|---|---|---|---|---|
176
Ralph Lauren
RL
$18.9B
| $12.1M | 0.07% |
109,126
+30,468
| +39% | +$3.38M |
|
177
Weibo
WB
$2.87B
| $12M | 0.07% |
252,337
+104,161
| +70% | +$4.95M |
|
178
DaVita
DVA
$9.86B
| $11.9M | 0.07% |
102,484
+68,918
| +205% | +$8.01M |
|
179
Gentex
GNTX
$6.25B
| $11.9M | 0.07% |
359,832
+99,249
| +38% | +$3.27M |
|
180
Freshpet
FRPT
$2.7B
| $11.9M | 0.07% |
83,161
-834
| -1% | -$119K |
|
181
Restaurant Brands International
QSR
$20.7B
| $11.8M | 0.06% |
192,357
+4,929
| +3% | +$302K |
|
182
Pilgrim's Pride
PPC
$10.5B
| $11.6M | 0.06% |
399,409
-13,069
| -3% | -$380K |
|
183
State Street
STT
$32B
| $11.6M | 0.06% |
136,554
+16,551
| +14% | +$1.4M |
|
184
Fifth Third Bancorp
FITB
$30.2B
| $11.6M | 0.06% |
272,247
+54,931
| +25% | +$2.33M |
|
185
Celsius Holdings
CELH
$15B
| $11.6M | 0.06% |
384,729
-7,167
| -2% | -$215K |
|
186
Tencent Music
TME
$37.7B
| $11.5M | 0.06% |
1,590,700
+717,303
| +82% | +$5.2M |
|
187
Universal Health Services
UHS
$12.1B
| $11.5M | 0.06% |
82,987
+14,133
| +21% | +$1.96M |
|
188
NovoCure
NVCR
$1.37B
| $11.2M | 0.06% |
96,106
-536
| -0.6% | -$62.3K |
|
189
Omnicell
OMCL
$1.47B
| $11.1M | 0.06% |
75,016
-1,920
| -2% | -$285K |
|
190
Visa
V
$666B
| $11.1M | 0.06% |
49,925
+47,219
| +1,745% | +$10.5M |
|
191
Capri Holdings
CPRI
$2.53B
| $11M | 0.06% |
228,242
+65,888
| +41% | +$3.19M |
|
192
PVH
PVH
$4.22B
| $11M | 0.06% |
107,495
+31,440
| +41% | +$3.23M |
|
193
Inspire Medical Systems
INSP
$2.56B
| $11M | 0.06% |
47,420
-1,622
| -3% | -$378K |
|
194
Apple
AAPL
$3.56T
| $11M | 0.06% |
77,600
+74,752
| +2,625% | +$10.6M |
|
195
Teleflex
TFX
$5.78B
| $10.8M | 0.06% |
28,590
-39,238
| -58% | -$14.8M |
|
196
Eli Lilly
LLY
$652B
| $10.7M | 0.06% |
46,382
+20,316
| +78% | +$4.69M |
|
197
Molson Coors Class B
TAP
$9.96B
| $10.7M | 0.06% |
230,728
+187,889
| +439% | +$8.71M |
|
|
IMAB
198
I-MAB
IMAB
$358M
| $10.6M | 0.06% |
145,984
+112,730
| +339% | +$8.17M |
|
199
Henry Schein
HSIC
$8.42B
| $10.6M | 0.06% |
138,713
+23,675
| +21% | +$1.8M |
|
200
Helen of Troy
HELE
$587M
| $10.5M | 0.06% |
46,511
-3,806
| -8% | -$855K |
|