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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.7M |
| 2 |
ENDP
Endo International plc
ENDP
|
$25.5M |
| 3 |
Cleveland-Cliffs
CLF
|
$16.7M |
| 4 |
Walt Disney
DIS
|
$14.7M |
| 5 |
Interpublic Group of Companies
IPG
|
$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ALXN
226
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $778K | 0.01% |
6,398
-6,972
| -52% | -$848K |
|
|
CLR
227
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $751K | 0.01% |
23,229
-72,431
| -76% | -$2.34M |
|
228
RPM International
RPM
$16.2B
| $750K | 0.01% |
+13,757
| New | +$750K |
|
|
SRCL
229
DELISTED
Stericycle Inc
SRCL
| $729K | 0.01% |
+9,555
| New | +$729K |
|
230
Coterra Energy
CTRA
$18.3B
| $711K | 0.01% |
28,355
-124,489
| -81% | -$3.12M |
|
231
DTE Energy
DTE
$28.4B
| $702K | 0.01% |
+7,793
| New | +$702K |
|
232
B2Gold
BTG
$5.52B
| $693K | 0.01% |
246,612
-699,650
| -74% | -$1.97M |
|
233
Charles River Laboratories
CRL
$8.07B
| $679K | 0.01% |
+6,709
| New | +$679K |
|
234
Autoliv
ALV
$9.58B
| $674K | 0.01% |
8,522
+126
| +2% | +$9.97K |
|
235
Snap-on
SNA
$17.1B
| $664K | 0.01% |
4,201
+1,298
| +45% | +$205K |
|
236
AMC Networks
AMCX
$328M
| $659K | 0.01% |
+12,339
| New | +$659K |
|
237
Gold Fields
GFI
$30.8B
| $636K | 0.01% |
182,716
-622,089
| -77% | -$2.17M |
|
238
Corning
GLW
$61B
| $628K | 0.01% |
+20,908
| New | +$628K |
|
239
Intercontinental Exchange
ICE
$99.8B
| $627K | 0.01% |
9,507
+485
| +5% | +$32K |
|
|
MRO
240
DELISTED
Marathon Oil Corporation
MRO
| $625K | 0.01% |
52,721
-160,616
| -75% | -$1.9M |
|
241
Aflac
AFL
$57.2B
| $619K | 0.01% |
+15,938
| New | +$619K |
|
242
EQT Corp
EQT
$32.2B
| $617K | 0.01% |
19,331
-61,104
| -76% | -$1.95M |
|
243
Cheesecake Factory
CAKE
$3.02B
| $606K | 0.01% |
+12,056
| New | +$606K |
|
244
Jack in the Box
JACK
$386M
| $586K | 0.01% |
+5,947
| New | +$586K |
|
245
Bio-Techne
TECH
$8.46B
| $573K | 0.01% |
+19,512
| New | +$573K |
|
246
AptarGroup
ATR
$9.13B
| $564K | 0.01% |
+6,497
| New | +$564K |
|
247
Pinnacle West Capital
PNW
$10.6B
| $560K | 0.01% |
+6,570
| New | +$560K |
|
248
Cullen/Frost Bankers
CFR
$8.24B
| $550K | 0.01% |
5,858
-19,032
| -76% | -$1.79M |
|
|
TAHO
249
DELISTED
Tahoe Resources Inc
TAHO
| $546K | 0.01% |
63,449
-234,348
| -79% | -$2.02M |
|
250
MetLife
MET
$52.9B
| $545K | 0.01% |
+11,126
| New | +$545K |
|