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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$137M |
| 2 |
Microsoft
MSFT
|
$19.9M |
| 3 |
Gen Digital
GEN
|
$19M |
| 4 |
Intel
INTC
|
$17.5M |
| 5 |
Gilead Sciences
GILD
|
$14.8M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$321M |
| 2 |
American Express
AXP
|
$18.2M |
| 3 |
PepsiCo
PEP
|
$17.3M |
| 4 |
Intuitive Surgical
ISRG
|
$16.1M |
| 5 |
CTXS
Citrix Systems Inc
CTXS
|
$14.7M |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Energy | 2.12% |
| 3 | Healthcare | 1.28% |
| 4 | Materials | 1.26% |
| 5 | Industrials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KSU
251
DELISTED
Kansas City Southern
KSU
| $890K | 0.01% |
+8,723
| New | +$890K |
|
252
Lowe's Companies
LOW
$146B
| $814K | 0.01% |
+16,653
| New | +$814K |
|
|
BTU
253
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $809K | 0.01% |
49,500
| – | – |
|
254
Labcorp
LH
$22.8B
| $789K | 0.01% |
+8,032
| New | +$789K |
|
|
DNKN
255
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $783K | 0.01% |
+15,600
| New | +$783K |
|
|
PCL
256
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $778K | 0.01% |
+18,504
| New | +$778K |
|
257
Mettler-Toledo International
MTD
$26.1B
| $745K | 0.01% |
+3,161
| New | +$745K |
|
258
Realty Income
O
$53B
| $742K | 0.01% |
+18,153
| New | +$742K |
|
259
SBA Communications
SBAC
$21.4B
| $728K | 0.01% |
+8,000
| New | +$728K |
|
260
Equinix
EQIX
$74.6B
| $728K | 0.01% |
3,937
-23,100
| -85% | -$4.27M |
|
261
Rockwell Automation
ROK
$38.1B
| $724K | 0.01% |
5,814
-1,920
| -25% | -$239K |
|
262
Alamos Gold
AGI
$13.5B
| $713K | 0.01% |
78,822
-8,300
| -10% | -$75.1K |
|
|
TRW
263
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $710K | 0.01% |
+8,700
| New | +$710K |
|
264
AT&T
T
$208B
| $705K | 0.01% |
20,100
-92,500
| -82% | -$3.24M |
|
265
T Rowe Price
TROW
$23.2B
| $678K | 0.01% |
8,238
+4,800
| +140% | +$395K |
|
266
Marsh & McLennan
MMC
$101B
| $665K | 0.01% |
+13,485
| New | +$665K |
|
267
AutoNation
AN
$8.31B
| $663K | 0.01% |
+12,448
| New | +$663K |
|
268
Abbott
ABT
$230B
| $662K | 0.01% |
+17,200
| New | +$662K |
|
269
TechnipFMC
FTI
$15.7B
| $655K | 0.01% |
+12,518
| New | +$655K |
|
270
Allstate
ALL
$53.9B
| $648K | 0.01% |
+11,446
| New | +$648K |
|
271
Ametek
AME
$42.6B
| $641K | 0.01% |
+12,440
| New | +$641K |
|
272
Hartford Financial Services
HIG
$37.4B
| $637K | 0.01% |
+18,056
| New | +$637K |
|
273
Lumen
LUMN
$4.84B
| $623K | 0.01% |
18,975
-151,200
| -89% | -$4.96M |
|
|
GAP
274
The Gap, Inc.
GAP
$8.38B
| $616K | 0.01% |
15,374
-59,611
| -79% | -$2.39M |
|
275
Affiliated Managers Group
AMG
$6.55B
| $605K | ﹤0.01% |
+3,026
| New | +$605K |
|