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
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
United Rentals
URI
$62.7B
| $670K | 0.01% |
11,500
+6,500
| +130% | +$379K |
|
|
LM
252
DELISTED
Legg Mason, Inc.
LM
| $660K | 0.01% |
+19,733
| New | +$660K |
|
|
CHS
253
DELISTED
Chicos FAS, Inc.
CHS
| $653K | 0.01% |
+39,201
| New | +$653K |
|
254
Constellation Brands
STZ
$26.2B
| $650K | 0.01% |
+11,325
| New | +$650K |
|
255
Community Health Systems
CYH
$409M
| $649K | 0.01% |
+18,910
| New | +$649K |
|
256
Goodyear
GT
$2.43B
| $649K | 0.01% |
+28,918
| New | +$649K |
|
|
ENDP
257
DELISTED
Endo International plc
ENDP
| $649K | 0.01% |
+14,272
| New | +$649K |
|
|
WOOF
258
DELISTED
VCA Inc.
WOOF
| $648K | 0.01% |
+23,600
| New | +$648K |
|
259
Kimberly-Clark
KMB
$43.1B
| $646K | 0.01% |
+7,153
| New | +$646K |
|
|
ETFC
260
DELISTED
E*Trade Financial Corporation
ETFC
| $646K | 0.01% |
+39,173
| New | +$646K |
|
|
BEAV
261
DELISTED
B/E Aerospace Inc
BEAV
| $646K | 0.01% |
+12,085
| New | +$646K |
|
|
BRCD
262
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $644K | 0.01% |
79,987
+69,400
| +656% | +$559K |
|
263
Flex
FLEX
$20.8B
| $640K | 0.01% |
+93,415
| New | +$640K |
|
264
AutoZone
AZO
$70.6B
| $638K | 0.01% |
1,510
-19,600
| -93% | -$8.28M |
|
265
Schlumberger
SLB
$53.4B
| $635K | 0.01% |
7,187
-6,700
| -48% | -$592K |
|
266
Equity Residential
EQR
$25.5B
| $629K | 0.01% |
11,734
+3,200
| +37% | +$172K |
|
267
Monster Beverage
MNST
$61B
| $622K | 0.01% |
+71,400
| New | +$622K |
|
268
Fifth Third Bancorp
FITB
$30.2B
| $617K | 0.01% |
34,200
+12,500
| +58% | +$226K |
|
|
LXK
269
DELISTED
Lexmark Intl Inc
LXK
| $612K | 0.01% |
+18,545
| New | +$612K |
|
|
NUAN
270
DELISTED
Nuance Communications, Inc.
NUAN
| $610K | 0.01% |
+37,697
| New | +$610K |
|
271
Nabors Industries
NBR
$560M
| $600K | 0.01% |
+747
| New | +$600K |
|
272
Liberty Global Class A
LBTYA
$4.05B
| $595K | 0.01% |
+18,187
| New | +$595K |
|
|
CYT
273
DELISTED
CYTEC INDS INC
CYT
| $594K | 0.01% |
+14,600
| New | +$594K |
|
274
Cheniere Energy
LNG
$51.8B
| $593K | 0.01% |
+17,378
| New | +$593K |
|
|
CSC
275
DELISTED
Computer Sciences
CSC
| $591K | 0.01% |
+27,100
| New | +$591K |
|