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 India ETF
INDA
|
$105M |
| 2 |
Bread Financial
BFH
|
$39.6M |
| 3 |
XEC
CIMAREX ENERGY CO
XEC
|
$39.2M |
| 4 |
SWN
Southwestern Energy Company
SWN
|
$39M |
| 5 |
Kroger
KR
|
$38.2M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.97B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.11B |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$913M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$348M |
| 5 |
Bristol-Myers Squibb
BMY
|
$47.2M |
Sector Composition
| 1 | Consumer Discretionary | 4.47% |
| 2 | Financials | 2.86% |
| 3 | Energy | 2.75% |
| 4 | Industrials | 1.72% |
| 5 | Healthcare | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Church & Dwight Co
CHD
$22.7B
| $1.4M | 0.01% | +19,111 | New | +$1.4M |
|
227
Edwards Lifesciences
EW
$47.8B
| $1.38M | 0.01% | +7,467 | New | +$1.38M |
|
|
KL
228
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $1.35M | 0.01% | 31,352 -1,629 | -5% | -$70.4K |
|
229
BlackBerry
BB
$2.28B
| $1.34M | 0.01% | 180,009 | – | – |
|
230
FedEx
FDX
$54.5B
| $1.33M | 0.01% | 8,070 -136,276 | -94% | -$22.4M |
|
231
GDS Holdings
GDS
$6.62B
| $1.3M | 0.01% | 34,473 +25,768 | +296% | +$968K |
|
232
McCormick & Company Non-Voting
MKC
$18.9B
| $1.27M | 0.01% | +8,169 | New | +$1.27M |
|
233
UDR
UDR
$13.1B
| $1.25M | 0.01% | +27,912 | New | +$1.25M |
|
234
Parker-Hannifin
PH
$96.2B
| $1.25M | 0.01% | 7,345 -44,024 | -86% | -$7.49M |
|
|
APC
235
DELISTED
Anadarko Petroleum
APC
| $1.13M | 0.01% | 15,953 -29,180 | -65% | -$2.06M |
|
|
SINA
236
DELISTED
Sina Corp
SINA
| $1.09M | 0.01% | 25,167 +17,555 | +231% | +$757K |
|
237
NNN REIT
NNN
$8.1B
| $1.07M | 0.01% | +20,120 | New | +$1.07M |
|
238
AngloGold Ashanti
AU
$28.6B
| $1.06M | 0.01% | 59,238 -6,017 | -9% | -$107K |
|
239
Royal Gold
RGLD
$11.8B
| $994K | 0.01% | 9,699 -116 | -1% | -$11.9K |
|
240
Oracle
ORCL
$635B
| $990K | 0.01% | 17,372 -31,073 | -64% | -$1.77M |
|
241
Diamondback Energy
FANG
$43.1B
| $937K | 0.01% | +8,595 | New | +$937K |
|
|
JOYY
242
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $889K | 0.01% | 12,761 +8,992 | +239% | +$626K |
|
243
Federal Realty Investment Trust
FRT
$8.67B
| $844K | 0.01% | +6,551 | New | +$844K |
|
244
W.P. Carey
WPC
$14.7B
| $827K | 0.01% | +10,192 | New | +$827K |
|
245
Regeneron Pharmaceuticals
REGN
$61.5B
| $743K | 0.01% | +2,375 | New | +$743K |
|
246
Extra Space Storage
EXR
$30.5B
| $683K | 0.01% | +6,434 | New | +$683K |
|
247
Gold Fields
GFI
$30B
| $645K | 0.01% | +119,254 | New | +$645K |
|
248
Devon Energy
DVN
$22.9B
| $629K | ﹤0.01% | 22,040 -186,682 | -89% | -$5.33M |
|
249
Moody's
MCO
$91.4B
| $620K | ﹤0.01% | +3,177 | New | +$620K |
|
|
VRN
250
DELISTED
Veren
VRN
| $614K | ﹤0.01% | 185,233 | – | – |
|