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 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
SPDR Gold Trust
GLD
|
$235M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$166M |
| 4 |
Alibaba
BABA
|
$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
$125M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Lam Research
LRCX
$122B
| $683K | 0.01% |
+2,113
| New | +$683K |
|
227
Crane NXT
CXT
$3.46B
| $665K | 0.01% |
+11,183
| New | +$665K |
|
228
Costco
COST
$419B
| $653K | 0.01% |
2,155
-4,832
| -69% | -$1.46M |
|
229
American Electric Power
AEP
$58.8B
| $651K | 0.01% |
8,176
-6,353
| -44% | -$506K |
|
230
Amphenol
APH
$133B
| $646K | 0.01% |
+6,743
| New | +$646K |
|
231
KB Home
KBH
$4.35B
| $641K | 0.01% |
20,904
-1,026
| -5% | -$31.5K |
|
232
Conagra Brands
CAG
$9.12B
| $626K | 0.01% |
17,789
-8,980
| -34% | -$316K |
|
233
Ovintiv
OVV
$10.6B
| $622K | 0.01% |
65,605
-13,303
| -17% | -$126K |
|
234
Agilent Technologies
A
$35.2B
| $620K | 0.01% |
+7,021
| New | +$620K |
|
235
Dollar Tree
DLTR
$21.1B
| $613K | 0.01% |
6,618
-3,629
| -35% | -$336K |
|
236
Cadence Design Systems
CDNS
$93.6B
| $611K | 0.01% |
+6,363
| New | +$611K |
|
237
Deere & Co
DE
$127B
| $595K | 0.01% |
+3,786
| New | +$595K |
|
238
Labcorp
LH
$22.7B
| $592K | 0.01% |
3,561
-1,794
| -34% | -$298K |
|
239
Waste Connections
WCN
$46.3B
| $581K | 0.01% |
6,190
-50,114
| -89% | -$4.7M |
|
240
First Solar
FSLR
$21.5B
| $579K | 0.01% |
+11,693
| New | +$579K |
|
|
ANSS
241
DELISTED
Ansys
ANSS
| $569K | 0.01% |
+1,951
| New | +$569K |
|
242
McKesson
MCK
$85.6B
| $561K | 0.01% |
3,655
-3,255
| -47% | -$500K |
|
243
Quest Diagnostics
DGX
$19.9B
| $556K | 0.01% |
4,878
-2,422
| -33% | -$276K |
|
244
Xcel Energy
XEL
$42.6B
| $554K | 0.01% |
8,865
-5,980
| -40% | -$374K |
|
245
AptarGroup
ATR
$8.9B
| $553K | 0.01% |
+4,942
| New | +$553K |
|
246
Campbell Soup
CPB
$9.93B
| $545K | 0.01% |
10,991
-5,624
| -34% | -$279K |
|
247
Motorola Solutions
MSI
$78.9B
| $543K | 0.01% |
+3,874
| New | +$543K |
|
248
Healthpeak Properties
DOC
$12.3B
| $541K | 0.01% |
19,627
-8,033
| -29% | -$221K |
|
|
NAV
249
DELISTED
Navistar International
NAV
| $541K | 0.01% |
+19,177
| New | +$541K |
|
250
Brookfield
BN
$97B
| $538K | 0.01% |
16,386
-257,006
| -94% | -$8.44M |
|